Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STATE STR CORP | COM | 301 | $222,682 | 2,880 | 0.00 | 0.00 | -1,400 | -32.71 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 302 | $221,848 | 3,169 | 0.00 | 0.00 | 7 | 0.22 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 303 | $220,598 | 3,868 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TEXAS INSTRS INC | COM | 304 | $219,331 | 1,259 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
