Atria Wealth Solutions, Inc.

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Amanda Hawley - General Counsel
Location
New York
Holdings as of
31 Dec 2023
Value $
$7.99B
Num holdings
1,921
Filing time
02 Feb 2024, 09:58:59 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, IVV, MSFT, QQQ, and NVDA.
Previous filing
Q3 2023 - 08 Nov 2023
Next filing
Q1 2024 - 13 May 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 Q4 compared to 2023 Q3 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 Jan 2024

Other Included Managers (6):

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
7 Grove Point Advisors, LLC Rockville, MD