Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 554 | 519,563,426 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 201 | $168,071 | 1,530 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VERIZON COMMUNICATIONS INC | COM | 202 | $166,453 | 4,476 | 0.00 | 0.00 | 671 | 17.63 | 06-30-2023 |
| ISHARES TR | MSCI USA QLT FCT | 203 | $164,947 | 1,223 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| RENEW ENERGY GLOBAL PLC | CL A SHS | 204 | $164,400 | 30,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
