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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 501 | $12,076 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 502 | $11,870 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| STANLEY BLACK & DECKER INC | COM | 503 | $11,808 | 126 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NEWMARKET CORP | COM | 504 | $11,727 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
