Advisor OS, LLC

Q1 2021 13F Detailed Holdings

Location: Chicago, IL
Holdings as of: 3/31/2021
Value ($000): $441,119
Num holdings: 812
Date filed: 5/13/2021
Form type: 13F-HR
Prev filing: 2/10/2021
Next filing: 8/10/2021
SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q1 2021 to

Sym	Issuer Name	Cl	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None

Other Managers

Num	Name	File Number
1	Braun-Bostich & Associates Inc.	028-18789
2	Concordia Wealth Planning, LLC
3	WEALTH MANAGEMENT LLC /ADV
4	INVESTMENT PLANNERS, INC.
5	MJP ASSOCIATES INC /ADV	028-20473
6	CWS Financial Advisors, LLC	028-20009
7	Roman Retirement Planning
8	CAFG Wealth Management, Inc.