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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 551 | $8,950 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SPROTT PHYSICAL GOLD TR | UNIT | 552 | $8,729 | 585 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SPDR SER TR | S&P KENSHO NEW | 553 | $8,697 | 195 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| UBER TECHNOLOGIES INC | COM | 554 | $8,634 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
