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 |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 251 | $104,228 | 1,135 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CHART INDS INC | COM | 252 | $104,184 | 652 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SYSCO CORP | COM | 253 | $103,880 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| LINDE PLC | SHS | 254 | $102,892 | 270 | 0.00 | 0.00 | -50 | -15.62 | 06-30-2023 |
