Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 04-30-2024 | 03-31-2024 | 1164 | 8,042,264,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 401 | $1,441,597 | 58,317 | 0.00 | 0.00 | -56,740 | -49.31 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 402 | $1,440,329 | 22,162 | 0.00 | 0.00 | 2,300 | 11.58 | 03-31-2024 |
| MARKEL GROUP INC | COM | 403 | $1,436,277 | 944 | 0.00 | 0.00 | 333 | 54.50 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 404 | $1,423,188 | 3,246 | 0.00 | 0.00 | 324 | 11.09 | 03-31-2024 |
