Atria Investments, Inc

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Jordan Darr - Director
Location
Charlotte
Holdings as of
June 30, 2022
Value $
$4.74B
Num holdings
747
Date filed
8/11/2022, 03:49 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, BSV, OACP, MSFT, and SPY.
Previous filing
Q1 2022 - May 2, 2022
Next filing
Q3 2022 - Nov 1, 2022
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q2 compared to 2022 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jordan Darr Director Charlotte, North Carolina 8/11/2022

ATRIA INVESTMENTS LLC PRIMARILY CONDUCTS ITS ADVISORY BUSINESS AS ADHESION WEALTH ADVISOR SOLUTIONS.

Other Included Managers (17):

Num Name Location File Number
1 HBKS Wealth Advisors
2 Vivaldi Capital Management LP Chicago, IL 028-18047
3 World Equity Group, Inc. Schaumburg, IL
4 Ausdal Financial Partners, Inc. Davenport, IA 028-17378
5 First Financial Equity Corporation Scottsdale, AZ 028-18080
6 OneAscent Financial Services LLC Birmingham, AL 028-19577
7 LIFEMARK SECURITIES CORP.
8 Pinnacle Wealth Planning Services, Inc. Mansfield, OH 028-18382
9 Peak Capital Management LLC Greenwood Village, CO 028-18093
10 Stewardship Advisory Group
11 Belpointe Asset Management LLC Reno, NV 028-18182
12 Centaurus Financial, Inc. Anaheim, CA 028-18315
13 WealthBridge Capital Management, LLC Westerville, OH 028-19275
14 Cascadia Advisory Services, LLC Portland, OR 028-19853
15 Sanctuary Advisors, LLC Indianapolis, IN
16 Wealth Alliance Mellville, NY 028-19913
17 Train Wealth Management