| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Joint | — | — | HBAN - Huntington Bancshares Incorporated (NASDAQ) | Corporate Securities | 1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | AUB - Atlantic Union Bankshares Corporation | Corporate Securities | 2 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Self | — | — | CSCO - Cisco Systems, Inc. (NASDAQ) | Corporate Securities | 3 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | C-Citigroup Inc. (NYSE) | Corporate Securities | 4 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Stock |
| Self | — | — | DIS - The Walt Disney Company (NYSE) | Corporate Securities | 5 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | DUK - Duke Energy Corporation (NYSE) | Corporate Securities | 6 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | TRV - The Travelers Companies, Inc. (NYSE) | Corporate Securities | 7 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | Stock |
| Self | — | — | TFC - Truist Financial Corporation | Corporate Securities | 8 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Self | — | — | VZ - Verizon Communications Inc. (NYSE) | Corporate Securities | 9 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Self | — | — | AMGN - Amgen Inc. - Common Stock | Corporate Securities | 10 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | ADI - Analog Devices | Corporate Securities | 11 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | BAC - Bank of America Corporation Common Stock | Corporate Securities | 12 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | KO - Coca-Cola Company | Corporate Securities | 13 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | CVS - CVS Health Corporation Common Stock | Corporate Securities | 14 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | FERG - Ferguson Plc | Corporate Securities | 15 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | GILD - Gilead Sciences, Inc. - Common Stock | Corporate Securities | 16 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | LMT - Lockheed Martin Corporation | Corporate Securities | 17 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | LOW - Lowe's Companies, Inc. Common Stock | Corporate Securities | 18 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | LVMH MOET HENNESSY LOUIS VUITTON | American Depository Receipt | 19 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | MRK - Merck & Co., Inc. | Corporate Securities | 20 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | MSFT - Microsoft Corporation | Corporate Securities | 21 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | MDLZ - Mondelez International, Inc. | Corporate Securities | 22 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | NVS - Novartis AG | Corporate Securities | 23 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | QCOM - QUALCOMM Incorporated - Common Stock | Corporate Securities | 24 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | QSR - Restaurant Brands International Inc | Corporate Securities | 25 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | RHHBY - Roche Holding AG | Corporate Securities | 26 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | RPM - RPM International Inc. Common Stock | Corporate Securities | 27 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | SNA - Snap-On Incorporated Common Stock | Corporate Securities | 28 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | WMB - Williams Companies, Inc. (The) Common Stock | Corporate Securities | 29 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | Charleston, WV | Wells Fargo | Bank Deposit | 30 | Type: Brokerage Sweep Account | Interest | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | IRA | Retirement Plans | 31 | — | — | -- | — | IRA |
| Self | — | — | SINAX-ClearBridge Large Cap Value A (NASDAQ) | Mutual Funds | 31.1 | — | Dividends | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AUB - Atlantic Union Bankshares Corporation | Corporate Securities | 31.2 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | IRA 2 | Retirement Plans | 32 | — | — | -- | — | IRA |
| Self | — | — | GD - General Dynamics Corporation | Corporate Securities | 32.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | GWW - W.W. Grainger, Inc. | Corporate Securities | 32.2 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | LHX - L3Harris Technologies, Inc. | Corporate Securities | 32.3 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | ITW - Illinois Tool Works Inc. | Corporate Securities | 32.4 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | JNJ - Johnson & Johnson | Corporate Securities | 32.5 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | LOW - Lowe's Companies, Inc. | Corporate Securities | 32.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | MCD-McDonald's Corp. | Corporate Securities | 32.7 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | MDT - Medtronic plc | Corporate Securities | 32.8 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | MSFT - Microsoft Corporation | Corporate Securities | 32.9 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | NEE - NextEra Energy, Inc. | Corporate Securities | 32.10 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | NSC - Norfolk Southern Corporation | Corporate Securities | 32.11 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | UBSI - United Bankshares Inc. | Corporate Securities | 32.12 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | Washington, DC | Wells Fargo Bank | Bank Deposit | 32.13 | Type: IRA Cash Accounts | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | TFC - Truist Financial Corporation | Corporate Securities | 32.14 | — | Dividends | $50,001 - $100,000 | None (or less than $201) | Stock |
| Self | — | — | K - Kellanova Common Stock | Corporate Securities | 32.15 | — | Capital Gains | None (or less than $1,001) | None (or less than $201) | Stock |
| Self | — | — | Belle Meade Associates NY, L.P. | Business Entity | 33 | Company: Belle Meade Associates NY, L.P. (New York, NY) Description: Pooled Investment Fund | Excepted Investment Fund | $500,001 - $1,000,000 | None (or less than $201) | Limited Partnership (LP) |
| Self | — | — | WFC - Wells Fargo & Company | Corporate Securities | 34 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | Life Insurance Policy | Life Insurance | 35 | Provider: Northwestern Mutual | Dividends | $1,001 - $15,000 | None (or less than $201) | Whole |
| Spouse | — | — | CSCO-Cisco Systems, Inc. (NASDAQ) | Corporate Securities | 36 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | C-Citigroup Inc. (NYSE) | Corporate Securities | 37 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | KO - The Coca-Cola Company (NYSE) | Corporate Securities | 38 | — | Dividends | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | XOM - Exxon Mobil Corporation (NYSE) | Corporate Securities | 39 | — | Dividends, Capital Gains | $1,001 - $15,000 | $2,501 - $5,000 | Stock |
| Spouse | — | — | INTC - Intel Corporation (NASDAQ) | Corporate Securities | 40 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | IBM - International Business Machines Corporation (NYSE) | Corporate Securities | 41 | — | Dividends, Capital Gains | $15,001 - $50,000 | $15,001 - $50,000 | Stock |
| Spouse | — | — | MSFT - Microsoft Corporation (NASDAQ) | Corporate Securities | 42 | — | Dividends, Capital Gains | None (or less than $1,001) | $15,001 - $50,000 | Stock |
| Spouse | — | — | UBSI - United Bankshares, Inc. - Common Stock | Corporate Securities | 43 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | Stock |
| Spouse | — | — | WFC - Wells Fargo & Company Common Stock | Corporate Securities | 44 | — | Dividends, Capital Gains | None (or less than $1,001) | $2,501 - $5,000 | Stock |
| Spouse | — | — | Edgewood Country Club | Corporate Securities | 45 | Company: Edgewood Country Club (Charleston, WV) Description: Social club | None | $1,001 - $15,000 | None (or less than $201) | Non-Public Stock |
| Spouse | — | — | Spouse IRA 1 | Retirement Plans | 46 | — | — | -- | — | IRA |
| Spouse | — | — | KO-The Coca-Cola Company (NYSE) | Corporate Securities | 46.1 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | XOM-Exxon Mobil Corporation (NYSE) | Corporate Securities | 46.2 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | JNJ-Johnson & Johnson (NYSE) | Corporate Securities | 46.3 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | MCD-McDonald's Corp. (NYSE) | Corporate Securities | 46.4 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | MSFT-Microsoft Corporation (NASDAQ) | Corporate Securities | 46.5 | — | Dividends | $100,001 - $250,000 | None (or less than $201) | Stock |
| Spouse | — | — | MDLZ-Mondelez International, Inc. (NASDAQ) | Corporate Securities | 46.6 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | PFE-Pfizer Inc. (NYSE) | Corporate Securities | 46.7 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AAPL-Apple Inc. | Corporate Securities | 46.8 | — | Dividends | $50,001 - $100,000 | None (or less than $201) | Stock |
| Spouse | — | — | Spouse IRA 2 | Retirement Plans | 47 | — | — | -- | — | IRA |
| Spouse | — | Charleston, WV | Wells Fargo | Bank Deposit | 47.1 | Type: Brokerage Sweep Account | Dividends | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | AFL - AFLAC Inc. (NYSE) | Corporate Securities | 47.2 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ADI - Analog Devices, Inc. (NASDAQ) | Corporate Securities | 47.3 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | ADP - Automatic Data Processing, Inc. (NASDAQ) | Corporate Securities | 47.4 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CVX - Chevron Corporation (NYSE) | Corporate Securities | 47.5 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CB - The Chubb Corporation (NYSE) | Corporate Securities | 47.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CL - Colgate-Palmolive Co. (NYSE) | Corporate Securities | 47.7 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | EMR - Emerson Electric Co. (NYSE) | Corporate Securities | 47.8 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | FDS-FactSet Research Systems Inc. (NYSE) | Corporate Securities | 47.9 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GD - General Dynamics Corporation (NYSE) | Corporate Securities | 47.10 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | LHX - L3Harris Technologies, Inc. | Corporate Securities | 47.11 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ITW - Illinois Tool Works Inc. (NYSE) | Corporate Securities | 47.12 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | JNJ - Johnson & Johnson (NYSE) | Corporate Securities | 47.13 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | LOW - Lowe's Companies Inc. (NYSE) | Corporate Securities | 47.14 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | MCD - McDonald's Corp. (NYSE) | Corporate Securities | 47.15 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | MSFT - Microsoft Corporation (NASDAQ) | Corporate Securities | 47.16 | — | Dividends | $50,001 - $100,000 | None (or less than $201) | Stock |
| Spouse | — | — | NEE - NextEra Energy, Inc. (NYSE) | Corporate Securities | 47.17 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PAYX - Paychex, Inc. (NASDAQ) | Corporate Securities | 47.18 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PEP - Pepsico, Inc. (NYSE) | Corporate Securities | 47.19 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PSX - Phillips 66 (NYSE) | Corporate Securities | 47.20 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | PG - The Procter & Gamble Company (NYSE) | Corporate Securities | 47.21 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | TGT - Target Corp. (NYSE) | Corporate Securities | 47.22 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | WMT - Wal-Mart Stores Inc. (NYSE) | Corporate Securities | 47.23 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | WEC-Wisconsin Energy Corp. (NYSE) | Corporate Securities | 47.24 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ABT - Abbott Laboratories | Corporate Securities | 47.25 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMGN - Amgen Inc. | Corporate Securities | 47.26 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | BLK - BlackRock, Inc. | Corporate Securities | 47.27 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | NKE - NIKE, Inc. | Corporate Securities | 47.28 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | ACN - Accenture plc | Corporate Securities | 47.29 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CSCO - Cisco Systems, Inc. | Corporate Securities | 47.30 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | JPM - JPMorgan Chase & Co. | Corporate Securities | 47.31 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CMCSA - Comcast Corporation | Corporate Securities | 47.32 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | AAPL - Apple Inc. | Corporate Securities | 47.33 | — | Dividends | $50,001 - $100,000 | None (or less than $201) | Stock |
| Spouse | — | — | LIN - Linde plc | Corporate Securities | 47.34 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AMT - American Tower Corporation (REIT) | Corporate Securities | 47.35 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | UNH - UnitedHealth Group Incorporated | Corporate Securities | 47.36 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | PPG - PPG Industries, Inc. Common Stock | Corporate Securities | 47.37 | — | Dividends | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | CMS - CMS Energy Corporation Common Stock | Corporate Securities | 47.38 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | COST - Costco Wholesale Corporation - Common Stock | Corporate Securities | 47.39 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GWW - W.W. Grainger, Inc. Common Stock | Corporate Securities | 47.40 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | SPGI - S&P Global Inc | Corporate Securities | 47.41 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | SBUX - Starbucks Corp | Corporate Securities | 47.42 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | ZTS - Zoetis Inc Cl A | Corporate Securities | 47.43 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | AVGO - Broadcom Ltd | Corporate Securities | 47.44 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CSL - Carlisle Companies Inc | Corporate Securities | 47.45 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GE - GE Aerospace | Corporate Securities | 47.46 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CEG - Constellation Energy Corporation - Common Stock When-Issued | Corporate Securities | 47.47 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | META - Meta Platforms, Inc. - Class A Common Stock | Corporate Securities | 47.48 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities | 47.49 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | AXP - American Express Company Common Stock | Corporate Securities | 47.50 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | PLD - Prologis, Inc. Common Stock | Corporate Securities | 47.51 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | SHW - Sherwin-Williams Company (The) Common Stock | Corporate Securities | 47.52 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | LLY - Eli Lilly and Company Common Stock | Corporate Securities | 47.53 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | Spouse IRA 3 CAP Group | Retirement Plans | 48 | — | — | -- | — | IRA |
| Spouse | — | Washington, DC | Wells Fargo Bank | Bank Deposit | 48.1 | Type: IRA Cash Accounts | Interest | None (or less than $1,001) | None (or less than $201) | — |
| Spouse | — | — | UBSI - United Bankshares, Inc. - Common Stock | Corporate Securities | 48.2 | — | Dividends | $100,001 - $250,000 | None (or less than $201) | Stock |
| Spouse | — | — | Spouse Rollover IRA | Retirement Plans | 49 | — | — | -- | — | IRA |
| Spouse | — | — | Belle Meade Associates NT LP | Business Entity | 49.1 | Company: Belle Meade Associates (New York, NY) Description: Pooled Investment Fund | Excepted Investment Fund | Over $1,000,000 and held independently by spouse or dependent child | None (or less than $201) | Limited Partnership (LP) |
| Spouse | — | — | Life Insurance Policy | Life Insurance | 50 | Provider: Northwestern Mutual | Dividends | $1,001 - $15,000 | None (or less than $201) | Whole |
| Spouse | — | — | United Bankshares unvested stock grants | Other | 51 | Corporate Director (Charleston, WV) | None | None (or less than $1,001) | None (or less than $201) | — |
