Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATHSTONE FAMILY OFFICE LLC | 08-14-2023 | 06-30-2023 | 1198 | 6,702,799,178 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYMBOTIC INC | CLASS A COM | 1351 | $256,860 | 6,000 | 0.00 | 6,000 | +Inf | 06-30-2023 | |
| SYNOVUS FINL CORP | COM NEW | 1352 | $256,434 | 9,173 | 0.00 | 0.00 | 169 | 1.88 | 06-30-2023 |
| VALVOLINE INC | COM | 1353 | $255,161 | 6,778 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| STEELCASE INC | CL A | 1354 | $254,785 | 33,046 | 0.00 | 0.00 | -478 | -1.43 | 06-30-2023 |
