Atria Wealth Solutions, Inc.

Q4 2022 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Amanda Hawley - General Counsel
Location
New York
Holdings as of
31 Dec 2022
Value $
$6.24B
Num holdings
1,902
Filing time
30 Aug 2023, 11:09:26
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, IVV, BSV, MSFT, and VEA.
Previous filing
Q3 2022 - 13 Feb 2023
Next filing
Q1 2023 - 23 Aug 2023
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 - Restatement compared to 2022 Q3 - Restatement 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
Amanda Hawley General Counsel New York, New York 23 Aug 2023

Other Included Managers (5):

Num Name Location File Number
1 Cadaret, Grant & Co. Inc. Syracuse, NY 028-22516
2 SCF Investment Advisors, Inc. San Diego, CA 028-22517
3 NEXT Financial Group, Inc Houston, TX 028-16263
4 CUSO Financial Services L.P. /CA San Diego, CA 028-22518
6 Western International Securities, Inc. Pasadena, CA 028-22520