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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | AMPLIFY LITHIUM | 1601 | $1,099 | 125 | 0.00 | 0.00 | 20 | 19.05 | 06-30-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 1602 | $1,093 | 13 | 0.00 | 13 | +Inf | 06-30-2024 | |
| I-80 GOLD CORP | COM | 1603 | $1,080 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| REGENERON PHARMACEUTICALS | COM | Liquidated | $1,052 | 1 | 0.00 | 0.00 | 1 | +Inf | 06-30-2024 |
