Atria Investments, Inc

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Dan Mulvey - Chief Compliance Officer
Location
Charlotte, NC
Holdings as of
December 31, 2022
Value $
$4.88B
Num holdings
763
Date filed
1/31/2023, 04:12 PM
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
Q3 2022 - Nov 1, 2022
Next filing
Q1 2023 - May 10, 2023
Filing 2022 Q4 compared to 2022 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
Jordan Darr Director Charlotte, North Carolina 1/31/2023

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

Other Included Managers (18):

Num Name Location File Number
1 HBKS Wealth Advisors
2 Vivaldi Capital Management LP 028-18047
3 WORLD EQUITY GROUP, INC.
4 Ausdal Financial Partners, Inc. 028-17378
5 OneAscent Financial Services LLC 028-19577
6 LIFEMARK SECURITIES CORP.
7 Pinnacle Wealth Planning Services, Inc. 028-18382
8 Peak Capital Management LLC 028-18093
9 Stewardship Advisory Group
10 Belpointe Asset Management LLC 028-18182
11 CENTAURUS FINANCIAL, INC. 028-18315
12 WealthBridge Capital Management, LLC 028-19275
13 Cascadia Advisory Services, LLC 028-19853
14 Sanctuary Advisors, LLC
15 Wealth Alliance 028-19913
16 F3Logic, LLC 028-18727
17 Summit Financial, LLC 028-19062
18 Eagle Bay Advisors LLC 028-21307