Reporting Manager
EXENCIAL WEALTH ADVISORS, LLC
Symbol
MRGR
Shares outstanding
249K shares
Disclosed Ownership
25.6K shares
Ownership
10.3%
Form type
SCHEDULE 13G/A
Filing time
03 Apr 2025, 17:28:02 UTC
Date of event
31 Mar 2025
Previous filing
12 Feb 2025
Next filing
08 Oct 2025

Reporting Managers (2)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
EXENCIAL WEALTH ADVISORS, LLC 10.3% 25.6K 0 25.6K Caleb Dillard Chief Operations Officer, Member, and Elected Manager
Burns Wealth Management, Inc. 10.3% 25.6K 0 25.6K John Burns Shareholder