Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HM PAYSON & CO | 08-13-2024 | 06-30-2024 | 1373 | 5,504,522,257 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RYAN SPECIALTY HOLDINGS INC | CL A | 1301 | $5,791 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| HAWAIIAN ELEC INDUSTRIES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | 1303 | $5,663 | 285 | 0.00 | 0.00 | -1,715 | -85.75 | 06-30-2024 |
| ISHARES TR | U.S. ENERGY ETF | 1304 | $5,616 | 117 | 0.00 | 117 | +Inf | 06-30-2024 |
