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
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 2022 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	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