Advisor OS, LLC

Q2 2024 13F Detailed Holdings

Location: Chicago, IL
Holdings as of: 6/30/2024
Value ($000): $913,111
Num holdings: 1,843
Date filed: 8/5/2024
Form type: 13F-HR
Prev filing: 5/8/2024
Next filing
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 Q2 2024 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	Ivanoff Wealth Management
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
9	Taiko Private Wealth, LLC