Advisor OS, LLC

Q1 2022 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
3/31/2022
Value ($000)
$345,349
Num holdings
842
Date filed
5/10/2022
Form type
13F-HR
Prev filing
2/3/2022
Next filing
8/1/2022
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 INVESTMENT PLANNERS, INC.
4 MJP ASSOCIATES INC /ADV
5 CWS Financial Advisors, LLC 028-20009
6 Roman Retirement Planning
7 CAFG Wealth Management, Inc.
8 Redwood