Advisor OS, LLC

Q3 2023 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
9/30/2023
Value ($000)
$667,203
Num holdings
1,388
Date filed
11/2/2023
Form type
13F-HR
Prev filing
8/8/2023
Next filing
2/7/2024
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 028-20473
5 CWS Financial Advisors, LLC 028-20009
6 Roman Retirement Planning
7 CAFG Wealth Management 028-21611
8 Redwood Private Wealth