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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN WOODMARK CORPORATIO | COM | 351 | $45,822 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| MORGAN STANLEY | COM NEW | 352 | $45,519 | 533 | 0.00 | 0.00 | 15 | 2.90 | 06-30-2023 |
| METLIFE INC | COM | 353 | $45,224 | 800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ALIGN TECHNOLOGY INC | COM | 354 | $42,437 | 120 | 0.00 | 120 | +Inf | 06-30-2023 |
