Chief Compliance Officer

0001214659-23-010719.txt : 20230803 0001214659-23-010719.hdr.sgml : 20230803 20230803144227 ACCESSION NUMBER: 0001214659-23-010719 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Atomi Financial Group, Inc. CENTRAL INDEX KEY: 0001978879 IRS NUMBER: 461769232 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23288 FILM NUMBER: 231139427 BUSINESS ADDRESS: STREET 1: 20 EXECUTIVE PARK STREET 2: SUITE 120 CITY: IRVINE STATE: CA ZIP: 92614 BUSINESS PHONE: 888-533-9364 MAIL ADDRESS: STREET 1: 20 EXECUTIVE PARK STREET 2: SUITE 120 CITY: IRVINE STATE: CA ZIP: 92614 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001978879 XXXXXXXX 06-30-2023 06-30-2023 false Atomi Financial Group, Inc.

20 EXECUTIVE PARK SUITE 120 IRVINE CA 92614

13F HOLDINGS REPORT 028-23288 000017178 801-126007 N Jeffrey A. Smith Chief Compliance Officer 248-376-1480 Jeffrey A. Smith Humacao PR 08-03-2023 0 275 219245862 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 263291 2415 SH SOLE 0 0 2415 ABBVIE INC COM 00287Y109 1186656 8808 SH SOLE 0 0 8808 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 1280381 69700 SH SOLE 0 0 69700 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 105100 12724 SH SOLE 0 0 12724 ACTIVISION BLIZZARD INC COM 00507V109 1264837 15004 SH SOLE 0 0 15004 ACV AUCTIONS INC COM CL A 00091G104 569910 33000 SH SOLE 0 0 33000 ADOBE SYSTEMS INCORPORATED COM 00724F101 647912 1325 SH SOLE 0 0 1325 ADVANCED MICRO DEVICES INC COM 007903107 479115 4206 SH SOLE 0 0 4206 ADVENT CONV & INCOME FD COM 00764C109 193380 16500 SH SOLE 0 0 16500 AFLAC INC COM 001055102 437157 6263 SH SOLE 0 0 6263 AGNC INVT CORP COM 00123Q104 228460 22553 SH SOLE 0 0 22553 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 273888 3286 SH SOLE 0 0 3286 ALIGN TECHNOLOGY INC COM 016255101 310142 877 SH SOLE 0 0 877 ALPHABET INC CAP STK CL A 02079K305 1011944 8454 SH SOLE 0 0 8454 ALPHABET INC CAP STK CL C 02079K107 950220 7855 SH SOLE 0 0 7855 ALPS ETF TR ALERIAN MLP 00162Q452 275654 7030 SH SOLE 0 0 7030 AMAZON COM INC COM 023135106 1614900 12388 SH SOLE 0 0 12388 AMERICAN EXPRESS CO COM 025816109 231503 1329 SH SOLE 0 0 1329 AMERICAN TOWER CORP NEW COM 03027X100 469600 2421 SH SOLE 0 0 2421 APPLE INC COM 037833100 23201359 119613 SH SOLE 0 0 119613 ARES CAPITAL CORP COM 04010L103 362926 19315 SH SOLE 0 0 19315 ARK ETF TR INNOVATION ETF 00214Q104 275013 6230 SH SOLE 0 0 6230 AT&T INC COM 00206R102 941015 58998 SH SOLE 0 0 58998 ATHERSYS INC NEW COM NEW 04744L205 18270 21000 SH SOLE 0 0 21000 AUTOMATIC DATA PROCESSING IN COM 053015103 226261 1029 SH SOLE 0 0 1029 AVANTAX INC COM 095229100 709312 31694 SH SOLE 0 0 31694 BANCO SANTANDER S.A. 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