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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERDIGITAL INC | COM | 701 | $666,872 | 6,907 | 0.00 | 0.00 | -1,350 | -16.35 | 06-30-2023 |
| INVESCO EXCH TRADED FD TR II | GBL CLEAN ENRG | 702 | $664,157 | 35,141 | 0.00 | 0.00 | 264 | 0.76 | 06-30-2023 |
| SHENANDOAH TELECOMMUNICATION | COM | 703 | $657,624 | 33,846 | 0.00 | 0.00 | 156 | 0.46 | 06-30-2023 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 704 | $657,132 | 4,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
