Atria Wealth Solutions, Inc.

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Amanda Hawley - General Counsel
Location
New York
Holdings as of
30 Sep 2023
Value $
$7.13B
Num holdings
2,008
Filing time
08 Nov 2023, 12:39:29 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, IVV, MSFT, NVDA, and VOO.
Previous filing
Q2 2023 - 03 Aug 2023
Next filing
Q4 2023 - 02 Feb 2024
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 2023 Q3 compared to 2023 Q2 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 19 Jul 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