Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEUDELL/MORRISON WEALTH MANAGEMENT | 02-14-2024 | 12-31-2023 | 191 | 303,080,237 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE NATL MUN OPPORT | COM SHS | 151 | $345,270 | 20,406 | 0.00 | 0.00 | -13,638 | -40.06 | 12-31-2023 |
| TRUIST FINL CORP | COM | 152 | $341,898 | 9,261 | 0.00 | 0.00 | -1,190 | -11.39 | 12-31-2023 |
| TC ENERGY CORP | COM | 153 | $340,435 | 8,709 | 0.00 | 0.00 | -1,017 | -10.46 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 154 | $340,150 | 1,622 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
