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 |
|---|---|---|---|---|---|---|---|---|---|
| WHITE MTNS INS GROUP LTD | COM | 851 | $349,889 | 195 | 0.00 | 0.00 | -1 | -0.51 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 852 | $348,869 | 8,713 | 0.00 | 0.00 | -7,512 | -46.30 | 03-31-2024 |
| DOVER CORP | COM | 853 | $348,229 | 1,965 | 0.00 | 0.00 | 380 | 23.97 | 03-31-2024 |
| WATERS CORP | COM | 854 | $347,329 | 1,009 | 0.00 | 0.00 | 72 | 7.68 | 03-31-2024 |
