Atria Investments, Inc

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Ryan Lambuth - Chief Compliance Officer
Location
Charlotte
Holdings as of
December 31, 2023
Value $
$6.46B
Num holdings
891
Date filed
2/14/2024, 04:09 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, MSFT, OACP, AAPL, and AMZN.
Previous filing
Q3 2023 - Nov 7, 2023
Next filing
Q1 2024 - May 21, 2024
SEC
View on sec.gov
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
Ryan Lambuth Chief Compliance Officer Encino, California 2/14/2024

Other Included Managers (26):

Num Name Location File Number
1 HBKS Wealth Advisors
2 Vivaldi Capital Management LP Chicago, IL 028-18047
3 Ausdal Financial Partners, Inc. Davenport, IA 028-17378
4 OneAscent Financial Services LLC Birmingham, AL 028-19577
5 LIFEMARK SECURITIES CORP.
6 Pinnacle Wealth Planning Services, Inc. Mansfield, OH 028-18382
7 Peak Capital Management LLC Greenwood Village, CO 028-18093
8 Stewardship Advisory Group
9 Belpointe Asset Management LLC Reno, NV 028-18182
10 Legacy Wealth Management
11 Centaurus Financial, Inc. Anaheim, CA 028-18315
12 WealthBridge Capital Management, LLC Westerville, OH 028-19275
13 Thrive Wealth Management
14 Cascadia Advisory Services, LLC Portland, OR 028-19853
15 Sanctuary Advisors, LLC Indianapolis, IN
16 Wealth Alliance Mellville, NY 028-19913
17 F3Logic, LLC Burnsville, MN 028-18727
18 Sowell Management
19 Summit Financial, LLC Parsippany, NJ 028-19062
20 Eagle Bay Advisors LLC New York, NY 028-21307
21 Drive Wealth Management, Llc Lehi, UT 028-22701
22 Signal Advisors Wealth, LLC Detroit, MI
23 Midway Wealth Partners, LLC Arlington Heights, IL
24 Sestante Capital Advisors LLC
25 TruEdge Asset Management LLC
26 Everpar Advisors Llc Tulsa, OK