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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | GENOMIC REV ETF | 751 | $512 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| RAYONIER INC | COM | 752 | $488 | 16 | 0.00 | 0.00 | 1 | 6.67 | 06-30-2023 |
| TRACTOR SUPPLY CO | COM | 753 | $423 | 2 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CORTEVA INC | COM | 754 | $402 | 7 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
