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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY PWR BUF | 51 | $1,139,230 | 37,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BROADCOM INC | COM | 52 | $1,129,394 | 1,302 | 0.00 | 0.00 | -66 | -4.82 | 06-30-2023 |
| EXXON MOBIL CORP | COM | 53 | $1,087,730 | 10,142 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NORFOLK SOUTHN CORP | COM | 54 | $1,064,412 | 4,694 | 0.00 | 0.00 | -5 | -0.11 | 06-30-2023 |
