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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 401 | $235,110 | 645 | 0.00 | 0.00 | -28 | -4.16 | 06-30-2024 |
| ALLEGION PLC | ORD SHS | 402 | $234,883 | 1,988 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KROGER CO | COM | 403 | $234,771 | 4,702 | 0.00 | 0.00 | 42 | 0.90 | 06-30-2024 |
| PROGRESSIVE CORP | COM | 404 | $234,713 | 1,130 | 0.00 | 0.00 | 141 | 14.26 | 06-30-2024 |
