Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BALDWIN BROTHERS LLC/MA 04-12-2024 03-31-2024 767 1,327,617,017
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
RENAISSANCERE HLDGS LTD COM 651 $19,978 85 0.00 0.00 0 0.00 03-31-2024
APPIAN CORP CL A 652 $19,975 500 0.00 0.00 -1,500 -75.00 03-31-2024
SOFI TECHNOLOGIES INC COM 653 $19,754 2,706 0.00 0.00 0 0.00 03-31-2024
SELECT SECTOR SPDR TR SBI INT-UTILS 654 $19,695 300 0.00 0.00 0 0.00 03-31-2024
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