Congress Wealth Management LLC / DE /

Q1 2022 13F Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2022
Value ($000)
$4,575,822
Num holdings
592
Date filed
5/16/2022
Form type
13F-HR
Prev filing
2/3/2022
Next filing
8/11/2022
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 Andersen
2 Elie
3 Fitzgerald
4 Guild
5 Lagan
6 O'Keefe
7 O'Reilly
8 Solomon
9 VanHulzen