Atria-Wealth-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "JWN",
  null,
  null,
  null,
  "HYT",
  null,
  null,
  null,
  "PTLO",
  "ENVX",
  "ALAB",
  "SE",
  "INSM",
  "HIO",
  "JOBY",
  "ARES",
  "FPI",
  "HOOD",
  "MPWR",
  "FN",
  "NVR",
  "GLOB",
  null,
  "TRU",
  "RDNT",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  "OSK",
  null,
  null,
  "NTR",
  "TROW",
  "NLY",
  "XP",
  "FTAI",
  "AES",
  "AQN",
  "RBC",
  "INOD",
  "HUM",
  "MSGS",
  null,
  "AVAV",
  "FTI",
  "RBA.TO",
  "SMCI",
  "ARI",
  "ARM",
  "GATX",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "JXN",
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "ZS",
  null,
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "FLG",
  "A",
  "APD",
  "BABA",
  "PAA",
  "RVT",
  "MAIN",
  null,
  null,
  null,
  "JLL",
  null,
  null,
  "VONG",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  "NHI",
  "VDE",
  "ASIX",
  null,
  null,
  "CET",
  "AXP",
  "QQQX",
  null,
  "GDXJ",
  "NMZ",
  "SENS",
  "AEG",
  null,
  null,
  "SCHH",
  null,
  "AFRM",
  "AIG",
  null,
  "TEAM",
  "ASML",
  "BGY",
  "T",
  null,
  "BLK",
  null,
  null,
  null,
  null,
  "ADX",
  null,
  "AWF",
  "EIC",
  null,
  null,
  "AM",
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  null,
  "CLS",
  null,
  null,
  "AVEM",
  "AIT",
  "KMX",
  "ABR",
  null,
  "BDJ",
  null,
  "ARCC",
  null,
  "BIT",
  null,
  "FCEL",
  "YMM",
  "CII",
  "HRI",
  null,
  "FELE",
  null,
  "BLW",
  null,
  null,
  "BIDU",
  "MCI",
  null,
  null,
  null,
  null,
  null,
  "BSX",
  null,
  null,
  "IAC",
  "CSQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RQI",
  "EMO",
  null,
  null,
  null,
  "UTF",
  null,
  null,
  null,
  null,
  null,
  "STEW",
  null,
  null,
  null,
  "CLM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  "JMIA",
  "DVAX",
  "LX",
  "MIN",
  null,
  "JOYY",
  null,
  null,
  null,
  "LNC",
  null,
  "USA",
  null,
  null,
  "DUK",
  "PECO",
  null,
  null,
  "PHUN",
  "EOI",
  "JRI",
  "EVT",
  "OSPN",
  "D",
  "NBB",
  null,
  "DT",
  "EGO",
  null,
  "OPRA",
  null,
  "GHY",
  "ETY",
  "NWBI",
  null,
  null,
  "PTY",
  "ROKU",
  null,
  "RIV",
  null,
  null,
  "EBAY",
  null,
  "UTG",
  "PDI",
  null,
  "RL",
  null,
  "QS",
  null,
  null,
  null,
  "PHK",
  null,
  null,
  null,
  null,
  "SKYW",
  null,
  "EOG",
  "SXI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TDS",
  null,
  "UVSP",
  null,
  "EXPE",
  null,
  "EXPD",
  null,
  null,
  "USM",
  null,
  null,
  null,
  null,
  "PARAA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LPG",
  null,
  null,
  null,
  null,
  "NRK",
  "XFLT",
  "USAC",
  "FFIN",
  null,
  "BATRA",
  null,
  null,
  "FGB",
  null,
  null,
  "GASS",
  null,
  "AUPH",
  "FCX",
  "PFL",
  null,
  null,
  null,
  "GOGL",
  "FRA",
  "IAF",
  "BGT",
  "CION",
  null,
  "BSL",
  "PFN",
  "FITB",
  "IBKR",
  "RES",
  null,
  null,
  null,
  "DDD",
  null,
  null,
  "RWAY",
  "SLRC",
  "WHF",
  "NMFC",
  "RYI",
  "KIO",
  null,
  null,
  "ADCT",
  null,
  "GD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  null,
  null,
  "GIS",
  null,
  null,
  null,
  null,
  "HLT",
  null,
  "AMBP",
  null,
  null,
  null,
  "MUC",
  "BSTZ",
  "HON",
  null,
  "HD",
  "BHK",
  "BKTI",
  null,
  "CCD",
  "HPQ",
  "IBN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "APPS",
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DFP",
  null,
  null,
  "EVGO",
  null,
  "FNV",
  null,
  "EVV",
  null,
  null,
  null,
  "ETW",
  null,
  null,
  "FE",
  "FFC",
  "UNP",
  null,
  null,
  "FULT",
  null,
  null,
  "GGN",
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  "GALT",
  "GLPI",
  null,
  null,
  "TX",
  null,
  "GENI",
  null,
  null,
  "FSCO",
  null,
  "FUBO",
  null,
  "SIL",
  null,
  null,
  null,
  "FBRT",
  "GEVO",
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  "HFRO",
  "HEI-A",
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  null,
  "EMXC",
  null,
  "PCF",
  "GOF",
  null,
  "HLI",
  null,
  null,
  "HPI",
  "HWM",
  "LEN",
  "ITW",
  null,
  null,
  null,
  "GSIE",
  null,
  "AMAT",
  null,
  null,
  null,
  "THM",
  "RIVN",
  "EMR",
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  "NWL",
  null,
  "ICE",
  "PNNT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MAG",
  null,
  null,
  null,
  null,
  null,
  "OIA",
  "HEFA",
  null,
  null,
  "SPXX",
  null,
  null,
  "NREF",
  null,
  null,
  null,
  "IVW",
  "PK",
  null,
  "PAY",
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "RDW",
  null,
  null,
  "SA",
  "SSP",
  "REKR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SWK",
  "TSI",
  "TK",
  "SSRM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TIPT",
  null,
  "SRI",
  null,
  null,
  null,
  null,
  null,
  "EGY",
  "TG",
  null,
  null,
  null,
  null,
  null,
  "NAC",
  "IQV",
  null,
  "IONQ",
  null,
  "RMT",
  null,
  "BBN",
  "RNP",
  "ASA",
  "RA",
  "PTA",
  "DIAX",
  "PCK",
  "PMF",
  "MYI",
  null,
  "CIK",
  "CHI",
  null,
  "OXLC",
  null,
  null,
  null,
  "SVM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRF",
  null,
  "HPF",
  null,
  null,
  "NKX",
  null,
  null,
  null,
  "BBUS",
  null,
  "ASG",
  "JRS",
  "MCN",
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  null,
  null,
  null,
  null,
  null,
  "EVG",
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  "PCN",
  "OPK",
  "RCAT",
  null,
  "PAXS",
  null,
  null,
  null,
  null,
  "L",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EXG",
  "RLTY",
  null,
  "HUSA",
  "MPC",
  "NAN",
  null,
  "NXL",
  "PCQ",
  "CMU",
  "NPV",
  null,
  "NXN",
  null,
  "SYM",
  "TEAF",
  "MMC",
  "TLRY",
  null,
  null,
  null,
  "YRD",
  "PWR",
  "METC",
  "MRVL",
  null,
  null,
  "SILA",
  null,
  null,
  null,
  "CIF",
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TXG",
  "MDT",
  "ALE",
  "APA",
  null,
  "BMI",
  "MSFT",
  null,
  null,
  null,
  null,
  "MDLZ",
  "MUFG",
  "MS",
  "DX",
  "TMUS",
  "DUOL",
  "ENPH",
  "NDAQ",
  "EQIX",
  "ERIE",
  "EQT",
  "EPR",
  "EXC",
  "FCNCA",
  "FICO",
  null,
  null,
  null,
  "FIS",
  null,
  null,
  "FLS",
  "FWRG",
  "GAB",
  "GE",
  "HE",
  null,
  "GPC",
  null,
  null,
  "GWRE",
  null,
  null,
  "NTRS",
  "NI",
  "HEI",
  "HES",
  "HAS",
  "NVS",
  "NU",
  "FMC",
  "OXY",
  null,
  null,
  null,
  "OMC",
  null,
  null,
  null,
  "OMF",
  "IGD",
  null,
  null,
  null,
  "ORLY",
  "ICLR",
  "ADM",
  "PCAR",
  "DLN",
  null,
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "EOS",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "DOC",
  null,
  "NNN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PNC",
  "IRM",
  null,
  null,
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "PBR",
  null,
  "MRCC",
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "BXSL",
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  null,
  null,
  "PSTG",
  "KEYS",
  null,
  null,
  "MKC",
  "MPW",
  "NRO",
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  "PDO",
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "IOT",
  "FNDX",
  null,
  "ROK",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "ASC",
  "MET",
  "DTM",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "NBTB",
  "HOMB",
  "RKLB",
  "SITE",
  "MRNA",
  "SCHW",
  "MNST",
  "EWBC",
  "SBLK",
  "UMBF",
  "IVOO",
  "PLRX",
  "EXK",
  "AB",
  null,
  null,
  "SUN",
  null,
  null,
  null,
  "ACWV",
  null,
  "PNW",
  null,
  "VWO",
  "ETV",
  "JBL",
  "VSS",
  null,
  "BXMX",
  null,
  "FOF",
  null,
  null,
  null,
  "HPS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWV",
  "HR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  null,
  null,
  "MYD",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GUT",
  null,
  "DLY",
  null,
  "CHMI",
  "CPZ",
  null,
  "DSL",
  null,
  "EME",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "LOAN",
  null,
  null,
  "VCV",
  null,
  "LYG",
  null,
  null,
  "TTE",
  "TRGP",
  null,
  "RWT",
  null,
  "TXT",
  "TSCO",
  "ANIX",
  "FCO",
  null,
  "PML",
  null,
  null,
  "NPCT",
  "FTHY",
  null,
  "GCV",
  "FLUX",
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  null,
  "MTD",
  "GNL",
  "IWN",
  null,
  null,
  "SNY",
  "IEF",
  "GGG",
  null,
  "TSM",
  "IT",
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  "GFI",
  null,
  "RMD",
  null,
  "GHC",
  null,
  "CHPT",
  null,
  "ETR",
  "FSK",
  "VTR",
  null,
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GTN",
  "LOPE",
  "VRT",
  "TV",
  "HASI",
  "MEDP",
  "R",
  null,
  "SRPT",
  "SEIC",
  "LECO",
  null,
  "RGLD",
  "NFG",
  "PRI",
  "MUSA",
  "MLI",
  "MSM",
  null,
  "UGI",
  "ADSK",
  "AON",
  "THC",
  "SWX",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "ACGL",
  "STWD",
  null,
  null,
  "TOL",
  "USFD",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "NAGE",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  null,
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "IR",
  null,
  null,
  null,
  null,
  null,
  null,
  "DHY",
  null,
  null,
  null,
  "DPG",
  null,
  "PLG",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "ES",
  "FLNG",
  "IAUX",
  null,
  "LAND",
  null,
  null,
  null,
  "IFF",
  null,
  null,
  "IGIC",
  null,
  null,
  null,
  "KREF",
  "IDXX",
  null,
  "RHP",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "SQM",
  "ESGD",
  null,
  "DKS",
  "HII",
  "TPL",
  null,
  null,
  null,
  null,
  null,
  "DOX",
  "BBCA",
  "CEF",
  null,
  "HDB",
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  "VALE",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  null,
  null,
  null,
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WES",
  "WFG",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WST",
  "WELL",
  "WTM",
  "WSM",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WYNN",
  "XRX",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "XYL",
  "YALA",
  "ZBRA",
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
  "BBEU",
  "DTE",
  null,
  null,
  "GRMN",
  "CART",
  "POST",
  "MTB",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "SCHA",
  "JD",
  "LW",
  "MSCI",
  null,
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "HST",
  "LH",
  "KDP",
  null,
  "SO",
  null,
  null,
  "TTD",
  null,
  "SJM",
  "SPXC",
  "PPL",
  null,
  "OKTA",
  "OTIS",
  "PSX",
  "ROL",
  "CRM",
  "NOVA",
  null,
  null,
  null,
  "RBRK",
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  null,
  "PACB",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "LYV",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  null,
  null,
  null,
  null,
  "PBI",
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "GAP",
  "MCK",
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  null,
  "NUE",
  "NRG",
  null,
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  "ALLY",
  "STLA",
  "MSGE",
  null,
  null,
  "STE",
  "KMB",
  "AEYE",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BHC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BZH",
  "BBAI",
  "BKH",
  "BJ",
  "BBY",
  "BMRN",
  null,
  null,
  null,
  null,
  "BA",
  "BAH",
  null,
  "BMY",
  "BTI",
  "BF-B",
  "BIP",
  "BR",
  "CVGW",
  "CPB",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CBOE",
  "CBRE",
  "IGR",
  "CAVA",
  "CPRX",
  "CASY",
  "CGAU",
  "CNC",
  "CELH",
  "CF",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CHRD",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLSK",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRDO",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CTS",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DH",
  "DQ",
  "DAN",
  "DELL",
  "DE",
  "DXLG",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  "DFAC",
  "DFS",
  "DHC",
  "DLR",
  "DOCU",
  "DBRG",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 4,123
Total Value: 8296260138
Accession Number: 0001420506-25-000956
Form Type: 13F-HR
CIK: atria-wealth-solutions
Manager Name: Atria-Wealth-Solutions

Data Enrichment

60% identified

2,461 identified1,662 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,123 positions • $8.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 48 of 93

Sort by:

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:1.8K

Value:$861.5K

% of Portfolio:0.0% ($861.5K/$8.3B)

33737J109

Shares:30.3K

Value:$860.6K

% of Portfolio:0.0% ($860.6K/$8.3B)

CARMAX INC

KMX|143130102

Shares:11.0K

Value:$859.2K

% of Portfolio:0.0% ($859.2K/$8.3B)

DoubleLine Yield Opportunities Fund

DLY|25862D105

Shares:53.2K

Value:$857.2K

% of Portfolio:0.0% ($857.2K/$8.3B)

464286608

Shares:16.0K

Value:$854.2K

% of Portfolio:0.0% ($854.2K/$8.3B)

33737J802

Shares:15.3K

Value:$852.3K

% of Portfolio:0.0% ($852.3K/$8.3B)

45784N106

Shares:33.7K

Value:$839.5K

% of Portfolio:0.0% ($839.5K/$8.3B)

33737J117

Shares:20.4K

Value:$833.1K

% of Portfolio:0.0% ($833.1K/$8.3B)

808524508

Shares:31.7K

Value:$829.9K

% of Portfolio:0.0% ($829.9K/$8.3B)

464287549

Shares:9.1K

Value:$824.6K

% of Portfolio:0.0% ($824.6K/$8.3B)

852234103

Shares:15.2K

Value:$823.6K

% of Portfolio:0.0% ($823.6K/$8.3B)

NetApp, Inc.

NTAP|64110D104

Shares:9.4K

Value:$821.5K

% of Portfolio:0.0% ($821.5K/$8.3B)

WATSCO INC

WSO|942622200

Shares:1.6K

Value:$815.1K

% of Portfolio:0.0% ($815.1K/$8.3B)

78464A102

Shares:4.2K

Value:$814.3K

% of Portfolio:0.0% ($814.3K/$8.3B)

46435U853

Shares:22.1K

Value:$814.2K

% of Portfolio:0.0% ($814.2K/$8.3B)

33740Y101

Shares:28.1K

Value:$814.0K

% of Portfolio:0.0% ($814.0K/$8.3B)

00162Q395

Shares:19.3K

Value:$810.1K

% of Portfolio:0.0% ($810.1K/$8.3B)

DoubleLine Income Solutions Fund

DSL|258622109

Shares:64.2K

Value:$809.8K

% of Portfolio:0.0% ($809.8K/$8.3B)

BROWN FORMAN CORP

BF-B|115637209

Shares:23.7K

Value:$809.0K

% of Portfolio:0.0% ($809.0K/$8.3B)

Maplebear Inc.

CART|565394103

Shares:20.2K

Value:$807.7K

% of Portfolio:0.0% ($807.7K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	1.8K	QoQ -35.68% (-982) YoY -76.77% (-5.9K)	All Managers (Combined)	$861.5K	0.0% ($861.5K/$8.3B)	QoQ -32.71% (-$418.8K) YoY -78.45% (-$3.1M)
(cusip33737J109)✕	30.3K	QoQ +6.54% (+1.9K) YoY +20.83% (+5.2K)	All Managers (Combined)	$860.6K	0.0% ($860.6K/$8.3B)	QoQ +10.40% (+$81.1K) YoY +24.32% (+$168.4K)
CARMAX INC(KMXcusip143130102)	11.0K	QoQ +3.81% (-405) YoY +56.65% (+4.0K)	All Managers (Combined)	$859.2K	0.0% ($859.2K/$8.3B)	QoQ -1.06% (-$9.2K) YoY +40.12% (+$246.1K)
DoubleLine Yield Opportunities Fund(DLYcusip25862D105)	53.2K	QoQ -31.84% (-24.9K) YoY +20.58% (+9.1K)	All Managers (Combined)	$857.2K	0.0% ($857.2K/$8.3B)	QoQ -30.68% (-$379.4K) YoY +21.79% (+$153.4K)
(cusip464286608)✕	16.0K	QoQ +33.90% (+4.1K) YoY NEW(+16.0K)	All Managers (Combined)	$854.2K	0.0% ($854.2K/$8.3B)	QoQ +51.06% (+$288.8K) YoY NEW(+$854.2K)
(cusip33737J802)✕	15.3K	QoQ -4.06% (-648) YoY +61.13% (+5.8K)	All Managers (Combined)	$852.3K	0.0% ($852.3K/$8.3B)	QoQ -4.45% (-$39.8K) YoY +57.74% (+$312.0K)
(cusip45784N106)✕	33.7K	QoQ -0.47% (-160) YoY NEW(+33.7K)	All Managers (Combined)	$839.5K	0.0% ($839.5K/$8.3B)	QoQ -1.08% (-$9.2K) YoY NEW(+$839.5K)
(cusip33737J117)✕	20.4K	QoQ -7.91% (-1.8K) YoY -12.08% (-2.8K)	All Managers (Combined)	$833.1K	0.0% ($833.1K/$8.3B)	QoQ +4.98% (-$39.6K) YoY -4.48% (-$39.1K)
(cusip808524508)✕	31.7K	QoQ -4.04% (-1.3K) YoY +177.82% (-20.3K)	All Managers (Combined)	$829.9K	0.0% ($829.9K/$8.3B)	QoQ -9.27% (-$84.8K) YoY -10.61% (-$98.5K)
(cusip464287549)✕	9.1K	QoQ -41.02% (-6.3K) YoY -31.35% (-4.2K)	All Managers (Combined)	$824.6K	0.0% ($824.6K/$8.3B)	QoQ -47.62% (-$750.0K) YoY -27.77% (-$317.1K)
(cusip852234103)✕	15.2K	QoQ -8.46% (-1.4K) YoY -6.67% (-1.1K)	All Managers (Combined)	$823.6K	0.0% ($823.6K/$8.3B)	QoQ -41.48% (-$583.8K) YoY -40.05% (-$550.3K)
NetApp, Inc.(NTAPcusip64110D104)	9.4K	QoQ -14.33% (-1.6K) YoY +43.82% (+2.9K)	All Managers (Combined)	$821.5K	0.0% ($821.5K/$8.3B)	QoQ -35.17% (-$445.8K) YoY +20.35% (+$138.9K)
WATSCO INC(WSOcusip942622200)	1.6K	QoQ -0.24% (-4) YoY +142.51% (+942)	All Managers (Combined)	$815.1K	0.0% ($815.1K/$8.3B)	QoQ +7.02% (-$53.5K) YoY +185.47% (+$529.6K)
(cusip78464A102)✕	4.2K	QoQ -7.00% (-320) YoY +22.26% (+773)	All Managers (Combined)	$814.3K	0.0% ($814.3K/$8.3B)	QoQ -11.62% (-$107.1K) YoY +28.57% (+$181.0K)
(cusip46435U853)✕	22.1K	QoQ +2.49% (+538) YoY -68.12% (-47.3K)	All Managers (Combined)	$814.2K	0.0% ($814.2K/$8.3B)	QoQ +2.54% (+$20.2K) YoY -67.93% (-$1.7M)
(cusip33740Y101)✕	28.1K	QoQ -3.15% (-918) YoY -40.04% (-18.8K)	All Managers (Combined)	$814.0K	0.0% ($814.0K/$8.3B)	QoQ -0.01% (-$100) YoY -39.77% (-$537.5K)
(cusip00162Q395)✕	19.3K	QoQ -3.32% (-663) YoY NEW(+19.3K)	All Managers (Combined)	$810.1K	0.0% ($810.1K/$8.3B)	QoQ -7.08% (-$61.8K) YoY NEW(+$810.1K)
DoubleLine Income Solutions Fund(DSLcusip258622109)	64.2K	QoQ -29.57% (-27.0K) YoY -18.66% (-14.7K)	All Managers (Combined)	$809.8K	0.0% ($809.8K/$8.3B)	QoQ -29.35% (-$336.4K) YoY -19.23% (-$192.9K)
BROWN FORMAN CORP(BF-Bcusip115637209)	23.7K	QoQ +24.07% (+4.6K) YoY +70.26% (+9.8K)	All Managers (Combined)	$809.0K	0.0% ($809.0K/$8.3B)	QoQ +10.95% (+$79.9K) YoY +12.22% (+$88.2K)
Maplebear Inc.(CARTcusip565394103)	20.2K	QoQ +13.97% (+2.5K) YoY NEW(+20.2K)	All Managers (Combined)	$807.7K	0.0% ($807.7K/$8.3B)	QoQ +9.76% (+$71.8K) YoY NEW(+$807.7K)