Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HM PAYSON & CO | 11-06-2023 | 09-30-2023 | 1314 | 4,265,892,423 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC | COM | 451 | $156,775 | 15,900 | 0.00 | 0.00 | -49 | -0.31 | 09-30-2023 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 452 | $155,878 | 4,725 | 0.00 | 0.00 | 3,780 | 400.00 | 09-30-2023 |
| ISHARES TR | S&P MC 400VL ETF | 453 | $153,313 | 1,519 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | ESG AWRE 1 5 YR | 454 | $152,128 | 6,400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
