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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 301 | $2,361,040 | 17,062 | 0.00 | 0.00 | -2,557 | -13.03 | 06-30-2023 |
| AIR PRODS & CHEMS INC | COM | 302 | $2,344,708 | 7,603 | 0.00 | 0.00 | -14 | -0.18 | 06-30-2023 |
| BROWN FORMAN CORP | CL B | 303 | $2,341,535 | 34,995 | 0.00 | 0.00 | 1,123 | 3.32 | 06-30-2023 |
| EMERSON ELEC CO | COM | 304 | $2,299,053 | 25,917 | 0.00 | 0.00 | 621 | 2.45 | 06-30-2023 |
