Atria Investments, Inc

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Dan Mulvey - Chief Compliance Officer
Location
Charlotte
Holdings as of
March 31, 2024
Value $
$7.26B
Num holdings
962
Date filed
5/21/2024, 02:07 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, IVV, OACP, AMZN, and NVDA.
Previous filing
Q4 2023 - Feb 14, 2024
Next filing
Q2 2024 - Aug 13, 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 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
Dan Mulvey Chief Compliance Officer Charlotte, North Carolina 5/8/2024

Other Included Managers (25):

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