ProVise Management

Latest statistics and disclosures from ProVise Management's latest quarterly 13F-HR filing:

ProVise Management portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
VIG Vanguard Dividend Appreciation ETF 5.88 345255 80.47 80.49
SDY SPDR S&P; Dividend 3.71 224223 78.20 76.89
IJR iShares S&P; SmallCap 600 Index 2.51 +5.00% 100504 118.04 113.70
SCHA Schwab U S Small Cap ETF 1.86 +331.00% 152475 57.58 55.93
Alps Etf sectr div dogs 1.74 +4.00% 221798 37.09 0.00
JNJ Johnson & Johnson 1.71 80332 100.60 98.55
DON WisdomTree MidCap Dividend Fund 1.61 +19.00% 88140 86.08 83.83
GE General Electric Company 1.49 +2.00% 283658 24.75 25.35
PEP Pepsi 1.49 73692 95.30 93.96
Ishares High Dividend Equity F 1.36 85971 74.99 0.00
KO Coca-Cola Company 1.23 143184 40.55 40.22
VUG Vanguard Growth ETF 1.23 55328 104.61 106.62
Sch Us Mid-cap Etf etf 1.21 +13.00% 132764 43.14 0.00
BLK BlackRock 1.19 15313 365.83 357.74
PG Procter & Gamble Company 1.18 68003 81.95 81.31
ABT Abbott Laboratories 1.17 119557 46.33 46.40
WFC Wells Fargo & Company 1.13 98067 54.40 53.90
IJH iShares S&P; MidCap 400 Index 1.12 34880 151.98 147.14
Schwab Strategic Tr us dividend eq 1.05 +6.00% 126126 39.41 0.00
IWF iShares Russell 1000 Growth Index 0.98 46759 98.93 97.71
CVX Chevron Corporation 0.95 42697 105.00 102.86
NVS Novartis AG 0.95 45363 98.60 96.03
VTV Vanguard Value ETF 0.92 52158 83.71 82.99
CLX Clorox Company 0.90 -6.00% 38518 110.39 107.06
PFE Pfizer 0.89 120266 34.79 33.78
V Visa 0.88 +300.00% 63292 65.41 266.74
Enterprise Products Partners 0.88 +4.00% 126077 32.92 0.00
SE Spectra Energy 0.87 +4.00% 113759 36.16 34.31
UL Unilever 0.86 97248 41.71 42.20
SCHG Schwab U S Large Cap Growth ETF 0.83 -28.00% 72484 53.87 53.26
Kraft Foods 0.81 43723 87.12 0.00
Sch Fnd Us Sm Etf schwab fdt us sc 0.81 +28.00% 122616 31.03 0.00
AAPL Apple 0.80 +2.00% 30531 124.43 123.28
EFA iShares MSCI EAFE Index Fund 0.80 58607 64.16 62.56
ITC ITC Holdings 0.74 93094 37.44 35.94
PM Philip Morris International 0.70 +9.00% 44152 75.33 77.69
HCN Health Care REIT 0.68 41317 77.38 74.30
Schwab Strategic Tr cmn 0.68 +35.00% 74244 43.28 0.00
Enbridge 0.67 +2.00% 66015 48.26 0.00
AEP American Electric Power Company 0.65 54816 56.26 55.21
Ishares Tr eafe min volat 0.65 46887 65.88 0.00
MCD McDonald's Corporation 0.63 -8.00% 30433 97.46 96.21
Powershares Senior Loan Portfo mf 0.62 +2.00% 121221 24.09 0.00
GIS General Mills 0.61 50527 56.60 51.55
CVS CVS Caremark Corporation 0.59 26934 103.22 101.90
O Realty Income 0.58 -2.00% 53238 51.62 49.45
Express Scripts Holding 0.58 +12.00% 31459 86.75 0.00
Market Vectors Etf Tr mktvec mornstr 0.55 -10.00% 85434 30.30 0.00
MMP Magellan Midstream Partners 0.54 +23.00% 33062 76.70 78.66
BHK BlackRock Core Bond Trust 0.54 +4.00% 184365 13.82 13.40
SCHF Schwab International Equity ETF 0.53 +8.00% 83231 30.23 29.47
PFF iShares S&P; US Pref Stock Idx Fnd 0.52 61195 40.10 39.78
UPS United Parcel Service 0.51 24617 96.97 99.32
RYH Rydex S&P; Equal Weight Health Care 0.50 -6.00% 15084 155.20 150.74
Rydex Etf Trust indls etf 0.50 +423.00% 26033 89.89 0.00
Vanguard Malvern Fds strm infproidx 0.50 48573 48.46 0.00
BSV Vanguard Short-Term Bond ETF 0.49 28966 80.51 80.04
XLK Technology SPDR 0.49 -2.00% 55879 41.45 41.70
CELG Celgene Corporation 0.48 19647 115.28 118.26
DWX SPDR S&P; International Dividend 0.48 +10.00% 53949 41.93 40.92
EMR Emerson Electric 0.47 +40.00% 39018 56.61 55.87
VO Vanguard Mid-Cap ETF 0.47 +3.00% 16734 132.72 125.59
VOT Vanguard Mid-Cap Growth ETF 0.45 +4.00% 19802 108.02 104.87
SNY Sanofi-Aventis SA 0.44 +13.00% 41830 49.44 47.19
VNQ Vanguard REIT ETF 0.44 24775 84.32 80.84
JPM JPMorgan Chase & Co. 0.43 33392 60.58 60.16
Schwab Strategic Tr us lrg cap etf 0.43 -78.00% 41038 49.56 0.00
Schwab Strategic Tr us reit etf 0.43 NEW 50529 40.55 0.00
NGG National Grid 0.42 -4.00% 30884 64.63 63.76
Schwab Strategic Tr us aggregate b 0.42 -8.00% 37092 52.90 0.00
XOM Exxon Mobil Corporation 0.41 -5.00% 22757 85.03 84.57
RCD Rydex S&P; Equal Weight Consumer Dis ETF 0.41 -2.00% 21333 91.64 89.86
RYT Rydex S&P; Equal Weight Technology 0.40 -5.00% 20387 91.92 91.32
INTC Intel Corporation 0.39 -4.00% 58240 31.28 32.76
LOW Lowe's Companies 0.39 -2.00% 25057 74.39 73.15
VBK Vanguard Small-Cap Growth ETF 0.39 +2.00% 14059 131.73 130.10
RWO SPDR Dow Jones Global Real Estate 0.39 +8.00% 37502 49.70 47.87
T AT&T; 0.37 +4.00% 53511 32.65 32.70
APU AmeriGas Partners 0.37 36576 47.74 47.34
VBR Vanguard Small-Cap Value ETF 0.37 +4.00% 16159 109.41 105.60
Abbvie 0.37 +6.00% 30194 58.52 0.00
WMT Wal-Mart Stores 0.36 20502 82.28 81.06
BMY Bristol Myers Squibb 0.36 26600 64.51 66.08
SO Southern Company 0.36 +10.00% 38397 44.27 43.68
VOE Vanguard Mid-Cap Value ETF 0.36 +5.00% 18630 91.89 89.49
BTZ BlackRock Credit All Inc Trust IV 0.36 +22.00% 125310 13.46 13.18
WEA Western Asset Premier Bond Fund 0.36 +4.00% 123131 13.94 14.39
GOOG Google 0.35 2943 554.88 554.33
IJK iShares S&P; MidCap 400 Growth 0.35 9603 171.51 165.35
VGSH Vanguard Sht Term Govt Bond ETF 0.35 -3.00% 26910 61.09 60.94
American Airls 0.35 30904 52.78 0.00
CL Colgate-Palmolive Company 0.34 -4.00% 23034 69.33 68.17
SCHW Charles Schwab Corporation 0.33 51827 30.43 30.86
DVY iShares Dow Jones Select Dividend 0.33 19762 77.98 76.58
VZ Verizon Communications 0.32 +44.00% 30710 48.62 48.01
IWR iShares Russell Midcap Index Fund 0.32 8618 173.13 169.15
GSK GlaxoSmithKline 0.31 31297 46.17 45.62
PCLN priceline.com Incorporated 0.31 NEW 1249 1164.13 1190.00
MET MetLife 0.31 29139 50.55 50.75
Alerian Mlp Etf 0.31 +2.00% 87170 16.57 0.00
AXP American Express Company 0.29 17717 78.12 79.39
HD Home Depot 0.29 12159 112.92 113.11
SBUX Starbucks Corporation 0.29 14587 94.74 92.23
Google Inc Class C 0.29 2500 548.00 0.00
CMP Compass Minerals International 0.28 14170 93.23 92.05
ETP Energy Transfer Partners 0.28 23351 55.76 54.95
DGS WisdomTree Emerging Mkts Small Cp Div Fd 0.28 29613 44.24 42.56
FRA BlackRock Floating Rate Income Strat. Fn 0.28 -3.00% 95800 13.89 13.92
BA Boeing Company 0.27 8533 150.01 152.38
SNH Senior Housing Properties Trust 0.27 -2.00% 58308 22.19 21.25
IVW iShares S&P; 500 Growth Index 0.27 -15.00% 11122 113.92 113.07
BX Blackstone 0.26 31100 38.87 37.98
GD General Dynamics Corporation 0.25 8870 135.74 133.60
ETE Energy Transfer Equity 0.25 -22.00% 18462 63.37 62.31
KKR KKR & Co 0.25 52335 22.81 22.64
DEM WisdomTree Emerging Markets Eq 0.25 27512 42.53 41.02
MA MasterCard Incorporated 0.24 +29.00% 13287 86.40 87.52
SLB Schlumberger 0.24 -5.00% 13770 83.44 81.67
DAL Delta Air Lines 0.24 25400 44.96 44.19
VB Vanguard Small-Cap ETF 0.24 9384 122.55 118.34
BBK BlackRock Municipal Bond Trust 0.24 +6.00% 69617 16.59 16.32
WM Waste Management 0.23 20000 54.25 53.00
NVO Novo Nordisk A/S 0.23 +3.00% 20068 53.47 46.07
TOT TOTAL S.A. 0.22 -3.00% 20500 49.66 48.03
VWO Vanguard Emerging Markets ETF 0.22 25955 40.88 39.44
Nuveen Fltng Rte Incm Opp Fd 0.22 88806 11.62 0.00
Mondelez Int 0.22 28343 36.09 0.00
Fox News 0.22 +23.00% 31000 32.87 0.00
PAYX Paychex 0.21 20228 49.63 48.92
FAST Fastenal Company 0.21 NEW 24432 41.46 40.46
BAX Baxter International 0.20 -7.00% 14111 68.46 67.92
EBAY eBay 0.20 -3.00% 16068 57.69 59.78
HYD Market Vectors High Yield Muni. Ind 0.20 -6.00% 30062 31.34 30.80
BLW BlackRock Ltd. Duration Income Trust 0.20 60661 15.78 15.88
BAC Bank of America Corporation 0.19 -16.00% 56929 15.39 15.95
DD E.I. du Pont de Nemours & Company 0.19 +2.00% 12508 71.47 79.13
BP BP 0.18 22055 39.13 38.44
PGF PowerShares Fin. Preferred Port. 0.18 46406 18.60 18.45
NBH Neuberger Ber. Intermediate Muni. Fund 0.17 52797 15.55 15.37
Chambers Str Pptys 0.17 100266 7.88 0.00
DEO Diageo 0.16 +4.00% 6632 110.52 110.91
IBM International Business Machines 0.16 -6.00% 4805 158.79 158.25
MSCI MSCI 0.16 NEW 12535 61.35 55.39
VDC Vanguard Consumer Staples ETF 0.16 6128 126.96 123.55
GILD Gilead Sciences 0.15 +9.00% 7195 98.12 99.53
BIDU Baidu 0.15 3425 208.47 207.29
SWKS Skyworks Solutions 0.15 +36.00% 7222 98.17 92.91
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 0.15 -10.00% 6482 110.61 109.49
MUI Blackrock Muni Intermediate Drtn Fnd 0.15 48698 14.68 14.39
SCHB Schwab U S Broad Market ETF 0.15 +5.00% 14065 50.48 49.95
URI United Rentals 0.14 -19.00% 7076 91.15 88.12
UTX United Technologies Corporation 0.14 5805 117.14 118.52
IYR iShares Dow Jones US Real Estate 0.14 +10.00% 8167 79.34 76.66
RXI iShares S&P; Global Consumer Dis Sec 0.14 NEW 7250 90.48 89.09
LEO Dreyfus Strategic Muni. 0.14 +8.00% 76058 8.39 8.31
FMN Federated Premier Municipal Income 0.14 +5.00% 45250 14.98 14.74
Pimco Dynamic Incm Fund 0.14 +9.00% 23372 29.01 0.00
MSFT Microsoft Corporation 0.13 +17.00% 15072 40.61 42.00
ADP Automatic Data Processing 0.13 -3.00% 6950 85.61 85.00
AET Aetna 0.13 5751 106.59 100.76
HAL Halliburton Company 0.13 +30.00% 13820 43.92 41.30
NS NuStar Energy 0.13 -2.00% 10200 60.69 59.89
DSM Dreyfus Strategic Municipal Bond Fund 0.13 +8.00% 77442 8.08 8.01
PDM Piedmont Office Realty Trust 0.13 -15.00% 32432 18.62 17.72
DSI iShares FTSE KLD 400 Social Idx Fd 0.13 7781 77.24 76.29
MUH Blackrock Muniholdings Fund II 0.13 +9.00% 40325 15.42 15.34
Sunedison 0.13 +3.00% 25850 23.98 0.00
Dws Municipal Income Trust 0.13 42717 14.00 0.00
EEM iShares MSCI Emerging Markets Indx 0.12 13924 40.15 38.45
XLV Health Care SPDR 0.12 -19.00% 7615 72.49 71.27
IP International Paper Company 0.12 9900 55.45 54.31
LMT Lockheed Martin Corporation 0.12 -7.00% 2783 202.66 197.87
MO Altria 0.12 11422 50.08 52.47
XLY Consumer Discretionary SPDR 0.12 +2.00% 7647 75.32 74.69
VGK Vanguard European ETF 0.12 +36.00% 10440 54.21 53.41
IDV iShares Dow Jones EPAC Sel Div Ind 0.12 16259 33.64 33.58
Facebook Inc cl a 0.12 +12.00% 6865 82.30 0.00
Ishares Tr Msci Usa Momentum Factor 0.12 NEW 8135 70.31 0.00
MMM 3M Company 0.11 3150 164.76 162.72
PSA Public Storage 0.11 2681 197.31 186.59
EMN Eastman Chemical Company 0.11 -18.00% 7650 69.28 71.40
Lazard Ltd-cl A shs a 0.11 NEW 10200 52.55 0.00
HPT Hospitality Properties Trust 0.11 15183 33.00 30.62
ORCL Oracle Corporation 0.11 -20.00% 12460 43.18 41.62
DCM NTT DoCoMo 0.11 28742 17.43 18.09
DMF Dreyfus Municipal Income 0.11 53830 9.66 9.69
TFI SPDR Nuveen Barclays Capital Municpl Bnd 0.11 +3.00% 21325 24.20 23.93
Schwab Strategic Tr intrm trm 0.11 -23.00% 9776 54.32 0.00
Enlink Midstream Ptrs 0.11 20900 24.74 0.00
CSCO Cisco Systems 0.10 -3.00% 17990 27.57 28.51
XLI Industrial SPDR 0.10 NEW 8670 55.82 56.03
Rogers Communications -cl B 0.10 -71.00% 14374 33.46 0.00
Transcanada 0.10 -79.00% 11019 42.74 0.00
Vanguard Star Fd Intl Stk Idxf 0.10 9469 50.37 0.00
DIS Walt Disney Company 0.09 -25.00% 4002 104.70 103.60
DOW Dow Chemical Company 0.09 +13.00% 8505 47.97 47.09
VLO Valero Energy Corporation 0.09 -7.00% 7000 63.57 56.99
AMGN Amgen 0.09 2522 159.79 153.92
CODI Compass Diversified Holdings 0.09 -5.00% 25200 17.10 16.27
IJT iShares S&P; SmallCap 600 Growth 0.09 -16.00% 3098 130.08 124.98
TA TravelCenters of America 0.09 +20.00% 23490 17.45 13.11
EVV Eaton Vance Limited Duration Income Fund 0.09 29547 14.38 14.26
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.09 8106 51.94 51.70
SCHE Schwab Emerging Markets Equity ETF 0.09 +85.00% 17376 24.34 23.47
Spirit Airlines 0.09 +35.00% 5700 77.37 0.00
Dws Strategic Income Trust 0.09 -2.00% 38000 11.66 0.00
Walgreen Boots Alliance 0.09 5001 84.78 0.00
HIG Hartford Financial Services 0.08 9000 41.78 41.14
KMB Kimberly-Clark Corporation 0.08 -10.00% 3534 107.24 103.80
NOV National-Oilwell Var 0.08 -33.00% 7875 49.90 50.15
EMC EMC Corporation 0.08 +6.00% 15401 25.58 26.24
PRU Prudential Financial 0.08 +4.00% 4900 80.41 80.31
Cibc Cad 0.08 -21.00% 4902 72.42 0.00
Nxp Semiconductors N V 0.08 -3.00% 3646 100.38 0.00
FPO First Potomac Realty Trust 0.08 30100 11.89 11.30
PGX PowerShares Preferred Portfolio 0.08 NEW 24826 14.90 14.83
Jp Morgan Alerian Mlp Index 0.08 8700 42.76 0.00
FVD First Trust Value Line Dividend Indx Fnd 0.08 15078 24.07 23.60
PCEF PowerShrs CEF Income Cmpst Prtfl 0.08 -12.00% 16158 23.83 23.88
First Tr Exchange Traded Fd dj glbl divid 0.08 14627 25.30 0.00
Apollo Global Management 'a' 0.08 NEW 17900 21.62 0.00
Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog 0.08 NEW 13580 26.95 0.00
Nuveen Multi-mkt Inc Income Fd 0.08 -3.00% 51315 7.58 0.00
USB U.S. Ban 0.07 7483 43.57 43.76
GPC Genuine Parts Company 0.07 -14.00% 3623 93.29 92.26
TROW T. Rowe Price 0.07 -8.00% 4261 80.97 81.65
YUM Yum! Brands 0.07 4580 74.89 77.05
RDS.B Royal Dutch Shell 0.07 -3.00% 5132 62.74 0.00
PEG Public Service Enterprise 0.07 -7.00% 8055 41.96 39.84
TM Toyota Motor Corporation 0.07 NEW 2300 140.00 134.15
XLE Energy Select Sector SPDR 0.07 +37.00% 4410 77.55 75.34
MSCC Microsemi Corporation 0.07 8800 35.45 33.00
Ship Finance Intl 0.07 23600 14.79 0.00
PAA Plains All American Pipeline 0.07 +24.00% 7200 48.75 47.37
SPH Suburban Propane Partners 0.07 7900 42.91 43.73
XLF Financial Select Sector SPDR 0.07 -3.00% 13468 24.13 23.97
VHT Vanguard Health Care ETF 0.07 +6.00% 2317 135.52 132.20
FPT Federated Premier Intermediate Municipal 0.07 +12.00% 27133 13.01 12.89
Ishares Tr usa min vo 0.07 +3.00% 8184 41.30 0.00
Schwab Strategic Tr schwab fdt us bm 0.07 -18.00% 10304 30.09 0.00
DFS Discover Financial Services 0.06 +46.00% 4609 56.41 58.01
Canadian Natl Ry 0.06 NEW 4351 66.88 0.00
SPY SPDR S&P; 500 ETF 0.06 -26.00% 1372 206.27 205.25
BEN Franklin Resources 0.06 -25.00% 5600 51.25 51.68
ERTS Electronic Arts 0.06 -25.00% 4504 58.84 0.00
AFFX Affymetrix 0.06 NEW 22065 12.55 12.24
QCOM QUALCOMM 0.06 -56.00% 3832 69.42 71.27
STZ Constellation Brands 0.06 -4.00% 2300 116.09 115.30
EZU iShares MSCI EMU Index 0.06 NEW 6900 38.55 37.39
HME Home Properties 0.06 3900 69.23 65.07
SEP Spectra Energy Partners 0.06 +13.00% 5560 51.80 50.24
OMEX Odyssey Marine Exploration 0.06 421820 0.70 0.59
IJS iShares S&P; SmallCap 600 Value Idx 0.06 +21.00% 2294 118.57 115.06
IJJ iShares S&P; MidCap 400 Value Index 0.06 2184 130.95 127.44
GFY Western Asset Vrble Rate Strtgc Fnd 0.06 -5.00% 16905 16.56 16.55
NXZ Nuveen Dividend Advantage Municipal Fd 2 0.06 20916 14.20 14.10
Allison Transmission Hldngs I 0.06 8905 31.89 0.00
Qorvo 0.06 NEW 3488 79.70 0.00
GLW Corning Incorporated 0.05 9900 22.73 22.80
STT State Street Corporation 0.05 3400 73.53 72.30
LLY Eli Lilly & Co. 0.05 3077 72.80 68.81
NVDA NVIDIA Corporation 0.05 11791 20.95 22.93
LVS Las Vegas Sands 0.05 NEW 4350 54.94 52.42
BRK.A Berkshire Hathaway 0.05 -50.00% 1 218000.00 0.00
FR First Industrial Realty Trust 0.05 10765 21.46 20.16
HIW Highwoods Properties 0.05 4840 45.66 43.24
MIN MFS Intermediate Income Trust 0.05 -8.00% 45400 4.87 4.89
ILMN Illumina 0.05 NEW 1292 185.76 191.44
PERY Perry Ellis International 0.05 +5.00% 10685 23.12 22.23
EWJ iShares MSCI Japan Index 0.05 +42.00% 20008 12.54 12.17
SGMO Sangamo Biosciences 0.05 NEW 16364 15.71 16.92
MNKD MannKind Corporation 0.05 -30.00% 47015 5.19 5.54
OEF iShares S&P; 100 Index 0.05 NEW 2410 90.46 90.39
AGG iShares Lehman Aggregate Bond 0.05 -7.00% 1974 111.45 110.29
IVE iShares S&P; 500 Value Index 0.05 NEW 2539 92.56 91.53
MXI iShares S&P; Global Mat. Sector Inde 0.05 4100 56.83 56.79
HPF John Hancock Pref. Income Fund II 0.05 11500 21.04 20.90
TSI TCW Strategic Income Fund 0.05 -4.00% 46050 5.41 5.38
MFL BlackRock MuniHolding Insured Investm 0.05 16000 14.44 14.25
VCIT Vanguard Intermediate Tm Cpte Bd ETF 0.05 2437 87.81 86.66
SWFT Swift Transportation Company 0.05 +5.00% 9100 26.04 27.91
Ngl Energy Partners Lp Com Uni 0.05 8800 26.25 0.00
Ishares Inc em mkt min vol 0.05 4056 59.17 0.00
Carlyle Group L P 0.05 NEW 8200 27.07 0.00
CMI Cummins 0.04 NEW 1458 138.55 137.75
IVV iShares S&P; 500 Index 0.04 -78.00% 966 208.07 205.96
MWA Mueller Water Products 0.04 -4.00% 19750 9.87 9.15
LGCY Legacy Reserves 0.04 -18.00% 19200 10.10 10.66
WAC Walter Investment Management 0.04 11404 16.13 15.10
MYI Blackrock Muniyield Insured Fund 0.04 13783 14.22 14.09
PDT John Hancock Patriot Premium Div Fund II 0.04 12597 13.89 13.71
HPI John Hancock Preferred Income Fund 0.04 10000 21.20 20.96
JHI John Hancock Investors Trust 0.04 10559 17.62 17.96
Orange Sa 0.04 -7.00% 11600 16.03 0.00
BKT BlackRock Income Trust 0.03 22410 6.43 6.37
PCF Putnam High Income Securities Fund 0.03 -5.00% 16708 8.14 8.12
MUA Blackrock Muniassets Fund 0.03 11000 14.09 13.97
Western Asset Intm Muni Fd I 0.03 14100 10.07 0.00
MFT BlackRock MuniYield Insured Investment 0.03 NEW 10000 14.00 13.78
RAD Rite Aid Corporation 0.02 NEW 11000 8.73 7.34
STD Banco Santander, S.A. 0.02 11650 7.47 0.00
NVAX Novavax 0.02 10000 8.30 9.03
Compugen 0.02 NEW 14000 7.07 0.00
MMT MFS Multimarket Income Trust 0.02 -5.00% 13203 6.36 6.35
Allianzgi Conv & Inc Fd taxable cef 0.02 11453 9.17 0.00

Past 13F-HR SEC Filings for ProVise Management

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