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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK H & R INC | COM | 651 | $62,365 | 1,150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 652 | $62,288 | 959 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 653 | $62,196 | 812 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AIRBNB INC | COM CL A | 654 | $62,170 | 410 | 0.00 | 0.00 | 65 | 18.84 | 06-30-2024 |
