| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATHSTONE FAMILY OFFICE, LLC | 1,600 | 61,000 | 80.26% | ||
| 2 | MONETARY MANAGEMENT GROUP INC | 400 | 15,000 | 19.74% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
