Atria Investments, Inc

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Dan Mulvey - Chief Compliance Officer
Location
Charlotte, NC
Holdings as of
March 31, 2022
Value $
$5.71B
Num holdings
854
Date filed
5/2/2022, 11:29 AM
Description
All US holdings of this investor are reported in this report. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Previous filing
Q4 2021 - Feb 4, 2022
Next filing
Q2 2022 - Aug 11, 2022
SEC
View on sec.gov
Filing 2022 Q1 compared to 2021 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
Lisa Faler Director Charlotte, North Carolina 5/2/2022

ATRIA INVESTMENTS LLC PRIMARILY CONDUCTS ITS ADVISORY BUSINESS AS ADHESION WEALTH ADVISOR SOLUTIONS.

Other Included Managers (14):

Num Name Location File Number
10 Peak Capital Management LLC 028-18093
12 Belpointe Asset Management LLC 028-18182
14 CENTAURUS FINANCIAL, INC. 028-18315
15 WealthBridge Capital Management, LLC 028-19275
16 Cascadia Advisory Services, LLC 028-19853
18 Wealth Alliance 028-19913
19 F3Logic, LLC 028-18727
2 Vivaldi Capital Management LP 028-18047
20 Summit Financial, LLC 028-19062
4 Curran Financial Partners, LLC 028-21080
5 Ausdal Financial Partners, Inc. 028-17378
6 FIRST FINANCIAL EQUITY CORPORATION 028-18080
7 OneAscent Financial Services LLC 028-19577
9 Pinnacle Wealth Planning Services, Inc. 028-18382