Advisor OS, LLC

Q3 2024 13F Detailed Holdings

Location: Chicago, IL
Holdings as of: 9/30/2024
Value ($000): $1,004,508
Num holdings: 2,040
Date filed: 11/4/2024
Form type: 13F-HR
Prev filing: 8/5/2024
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 Q3 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	028-24249