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 |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 151 | $2,549,188 | 22,287 | 0.00 | 0.00 | -974 | -4.19 | 06-30-2024 |
| MCKESSON CORP | COM | 152 | $2,502,765 | 4,285 | 0.00 | 0.00 | -490 | -10.26 | 06-30-2024 |
| ISHARES TR | AGENCY BOND ETF | 153 | $2,480,211 | 23,046 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WELLS FARGO CO NEW | COM | 154 | $2,423,351 | 40,804 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
