Atria Investments, Inc

Q1 2024 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
3/31/2024
Value ($000)
$7,265,516
Num holdings
963
Date filed
5/21/2024
Form type
13F-HR
Prev filing
2/14/2024
Next filing
8/13/2024
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Vivaldi Capital Management LP 028-18047
2 Ausdal Financial Partners, Inc. 028-17378
3 OneAscent Financial Services LLC 028-19577
4 LIFEMARK SECURITIES CORP.
5 Pinnacle Wealth Planning Services, Inc. 028-18382
6 Stewardship Advisory Group
7 Belpointe Asset Management LLC 028-18182
8 Legacy Wealth Management
9 CENTAURUS FINANCIAL, INC. 028-18315
10 WealthBridge Capital Management, LLC 028-19275
11 Thrive Wealth Management
12 Cascadia Advisory Services, LLC 028-19853
13 Sanctuary Advisors, LLC
14 Wealth Alliance 028-19913
15 F3Logic, LLC 028-18727
16 Sowell Management
17 Summit Financial, LLC 028-19062
18 Eagle Bay Advisors LLC 028-21307
19 DRIVE WEALTH MANAGEMENT, LLC 028-22701
20 Edge Capital Group
21 Signal Advisors Wealth LLC
22 Midway Wealth Partners LLC
23 Sestante Capital Advisors LLC
24 TruEdge Asset Management LLC
25 EverPar Advisors LLC