Advisor OS, LLC

Q3 2021 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
9/30/2021
Value ($000)
$459,975
Num holdings
968
Date filed
11/15/2021
Form type
13F-HR
Prev filing
8/10/2021
Next filing
2/3/2022
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
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
6 CWS Financial Advisors, LLC 028-20009
7 Roman Retirement Planning
8 CAFG Wealth Management, Inc.