ProVise Management

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

ProVise Management portfolio companies for March 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Vanguard Dividend Appreciation ETF (VIG) 5.53 331162 81.25 80.49
SPDR S&P; Dividend (SDY) 3.41 207626 79.93 76.89
Schwab Strategic Tr us dividend eq 3.15 382769 +30.00% 40.09 0.00
iShares S&P; SmallCap 600 Index (IJR) 2.05 88812 112.56 113.70
General Electric Company (GE) 2.04 313103 31.79 25.35
Sch Us Mid-cap Etf etf 1.95 234173 +24.00% 40.59 0.00
Johnson & Johnson (JNJ) 1.84 82753 +2.00% 108.20 98.55
Alps Etf sectr div dogs 1.84 229991 38.93 0.00
Pepsi (PEP) 1.56 74016 102.48 93.96
WisdomTree MidCap Dividend Fund (DON) 1.48 83710 86.11 83.83
Procter & Gamble Company (PG) 1.39 82185 +2.00% 82.31 81.31
Coca-Cola Company (KO) 1.28 134040 -8.00% 46.39 40.22
Ishares High Dividend Equity F 1.27 79147 78.01 0.00
BlackRock (BLK) 1.21 17350 340.58 357.74
Visa (V) 1.21 77307 +15.00% 76.49 266.74
Wells Fargo & Company (WFC) 1.16 116293 48.36 53.90
ITC Holdings (ITC) 1.13 126607 43.57 35.94
iShares S&P; MidCap 400 Index (IJH) 1.05 35500 +2.00% 144.20 147.14
Philip Morris International (PM) 1.00 49834 98.11 77.69
Novartis AG (NVS) 0.99 66279 +29.00% 72.42 96.03
Schwab U S Large Cap Growth ETF (SCHG) 0.99 92104 -53.00% 52.42 53.26
Unilever (UL) 0.96 103250 45.18 42.20
Vanguard Growth ETF (VUG) 0.96 43852 106.45 106.62
Emerson Electric (EMR) 0.95 85240 +20.00% 54.39 55.87
American Electric Power Company (AEP) 0.93 68138 66.41 55.21
Ishares Tr eafe min volat 0.93 68309 +17.00% 66.45 0.00
Vanguard Value ETF (VTV) 0.90 53270 82.39 82.99
Fastenal Company (FAST) 0.89 88900 49.00 40.46
Enterprise Products Partners 0.88 174970 +22.00% 24.62 0.00
iShares Russell 1000 Growth Index (IWF) 0.87 42279 99.79 97.71
Apple (AAPL) 0.84 37677 +6.00% 108.98 123.28
Pfizer (PFE) 0.82 135209 +9.00% 29.64 33.78
Alphabet Inc Class A cs 0.82 5212 762.85 0.00
iShares MSCI EAFE Index Fund (EFA) 0.81 69277 57.16 62.56
Chevron Corporation (CVX) 0.80 40619 95.40 102.86
Sch Fnd Us Sm Etf schwab fdt us sc 0.78 131920 -2.00% 28.70 0.00
American Express Company (AXP) 0.73 57730 +21.00% 61.41 79.39
Compass Minerals International (CMP) 0.69 47256 +14.00% 70.85 92.05
General Mills (GIS) 0.66 50964 63.34 51.55
CVS Caremark Corporation (CVS) 0.64 30074 +5.00% 103.71 101.90
AT&T; (T) 0.62 77466 +12.00% 39.17 32.70
Schwab U S Small Cap ETF (SCHA) 0.61 56655 52.03 55.93
Verizon Communications (VZ) 0.60 54020 +8.00% 54.09 48.01
BlackRock Core Bond Trust (BHK) 0.60 216529 +3.00% 13.39 13.40
Powershares Senior Loan Portfo mf 0.60 128563 22.71 0.00
Spectra Energy (SE) 0.59 94450 +3.00% 30.60 34.31
Vanguard Short-Term Bond ETF (BSV) 0.59 35782 +8.00% 80.63 80.04
Schwab International Equity ETF (SCHF) 0.58 103614 -2.00% 27.11 29.47
Lowe's Companies (LOW) 0.57 36928 +16.00% 75.74 73.15
Realty Income (O) 0.57 44436 -5.00% 62.52 49.45
Vanguard High Dividend Yield ETF (VYM) 0.57 39918 +142.00% 69.04 67.70
Southern Company (SO) 0.56 52322 +3.00% 51.72 43.68
Vanguard Mid-Cap Growth ETF (VOT) 0.56 27195 100.28 104.87
Vanguard Malvern Fds strm infproidx 0.56 55605 +17.00% 49.13 0.00
Union Pacific Corporation (UNP) 0.55 33722 +2.00% 79.53 114.86
Vanguard Mid-Cap ETF (VO) 0.55 22007 +4.00% 121.23 125.59
JPMorgan Chase & Co. (JPM) 0.53 43542 +2.00% 59.21 60.16
Ventas (VTR) 0.53 40705 +33.00% 62.97 69.27
Express Scripts Holding 0.53 37461 +8.00% 68.68 0.00
Vanguard Mid-Cap Value ETF (VOE) 0.52 29326 -3.00% 87.12 89.49
priceline.com Incorporated (PCLN) 0.51 1932 1288.82 1190.00
Technology SPDR (XLK) 0.49 54135 44.35 41.70
United Parcel Service (UPS) 0.48 22119 105.47 99.32
Vanguard Small-Cap Value ETF (VBR) 0.47 22449 +8.00% 101.92 105.60
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.46 57233 39.03 39.78
Intel Corporation (INTC) 0.44 65900 -5.00% 32.35 32.76
MSCI (MSCI) 0.43 28370 +3.00% 74.09 55.39
iShares Dow Jones Select Dividend (DVY) 0.42 25029 -4.00% 81.67 76.58
SPDR Dow Jones Global Real Estate (RWO) 0.42 42183 +4.00% 48.95 47.87
Market Vectors Etf Tr mktvec mornstr 0.42 67169 -3.00% 30.74 0.00
Exxon Mobil Corporation (XOM) 0.41 23988 +22.00% 83.63 84.57
Celgene Corporation (CELG) 0.41 20063 -4.00% 100.08 118.26
Vanguard Small-Cap Growth ETF (VBK) 0.41 16803 118.97 130.10
BlackRock Credit All Inc Trust IV (BTZ) 0.41 158958 12.52 13.18
Bristol Myers Squibb (BMY) 0.40 30392 -2.00% 63.87 66.08
Vanguard REIT ETF (VNQ) 0.39 22634 +5.00% 83.77 80.84
Western Asset Premier Bond Fund (WEA) 0.39 150350 +6.00% 12.55 14.39
MasterCard Incorporated (MA) 0.38 19807 +11.00% 94.51 87.52
Starbucks Corporation (SBUX) 0.38 30927 59.72 92.23
Magellan Midstream Partners (MMP) 0.38 27074 +31.00% 68.81 78.66
Abbvie 0.38 32161 57.12 0.00
Facebook Inc cl a 0.36 15545 +25.00% 114.06 0.00
Alphabet Inc Class C cs 0.36 2362 744.71 0.00
Sanofi-Aventis SA (SNY) 0.35 43005 -3.00% 40.16 47.19
AmeriGas Partners (APU) 0.35 39226 +16.00% 43.47 47.34
iShares Russell Midcap Value Index (IWS) 0.35 24171 NEW 70.91 73.47
Schwab Strategic Tr us aggregate b 0.35 32134 52.81 0.00
Schwab Strategic Tr cmn 0.34 38204 +18.00% 43.22 0.00
iShares S&P; MidCap 400 Growth (IJK) 0.33 9987 162.61 165.35
Kraft Heinz 0.33 20696 -58.00% 78.61 0.00
Microsoft Corporation (MSFT) 0.32 28174 +15.00% 55.23 42.00
Colgate-Palmolive Company (CL) 0.32 21934 70.67 68.17
MetLife (MET) 0.32 35350 43.93 50.75
U.S. Ban (USB) 0.31 36867 40.58 43.76
Schwab Strategic Tr sht tm us tres 0.30 29184 NEW 50.82 0.00
Home Depot (HD) 0.29 10711 -6.00% 133.41 113.11
iShares Russell Midcap Index Fund (IWR) 0.29 8618 162.91 169.15
Vanguard Small-Cap ETF (VB) 0.28 12308 +9.00% 111.47 118.34
Vanguard Sht Term Govt Bond ETF (VGSH) 0.28 22542 61.22 60.94
BlackRock Municipal Bond Trust (BBK) 0.27 75766 +9.00% 17.09 16.32
Mondelez Int 0.27 33155 +11.00% 40.11 0.00
Bank of America Corporation (BAC) 0.26 92075 +19.00% 13.52 15.95
Abbott Laboratories (ABT) 0.26 30335 -5.00% 41.83 46.40
Enbridge 0.26 32810 -3.00% 38.89 0.00
Paypal Holdings 0.26 32743 -9.00% 38.60 0.00
Oracle Corporation (ORCL) 0.25 29265 +132.00% 40.90 41.62
Blackstone (BX) 0.24 41900 -3.00% 28.04 37.98
GlaxoSmithKline (GSK) 0.24 29178 +16.00% 40.54 45.62
General Dynamics Corporation (GD) 0.24 8960 131.36 133.60
iShares S&P; 500 Growth Index (IVW) 0.24 10277 -32.00% 115.89 113.07
Financial Select Sector SPDR (XLF) 0.24 52282 22.51 23.97
WisdomTree DEFA (DWM) 0.24 25897 +17.00% 45.80 50.61
Waste Management (WM) 0.23 19231 -4.00% 59.02 53.00
Delta Air Lines (DAL) 0.23 22972 -2.00% 48.71 44.19
Paychex (PAYX) 0.22 20094 54.00 48.92
BlackRock Floating Rate Income Strat. Fn (FRA) 0.22 81751 +2.00% 13.06 13.92
Wal-Mart Stores (WMT) 0.21 14635 68.47 81.06
Diageo (DEO) 0.21 9332 -2.00% 107.91 110.91
International Business Machines (IBM) 0.21 6720 +14.00% 151.49 158.25
Rydex S&P; MidCap 400 Pure Value ETF (RFV) 0.21 19989 NEW 50.93 52.70
Rydex Etf Trust s^psc600 purvl 0.21 17708 NEW 57.71 0.00
Cisco Systems (CSCO) 0.20 33935 +6.00% 28.47 28.51
SPDR S&P; International Dividend (DWX) 0.20 28231 -8.00% 35.07 40.92
McDonald's Corporation (MCD) 0.19 7226 +7.00% 125.66 96.21
Public Storage (PSA) 0.19 3414 +27.00% 275.92 186.59
Energy Select Sector SPDR (XLE) 0.19 15056 +8.00% 61.90 75.34
Alerian Mlp Etf 0.19 82974 -23.00% 10.92 0.00
Pimco Dynamic Incm Fund 0.19 36253 +4.00% 26.07 0.00
Fox News 0.19 33404 28.20 0.00
American Airls 0.19 22004 -14.00% 40.99 0.00
Walt Disney Company (DIS) 0.18 8798 99.34 103.60
SPDR S&P; 500 ETF (SPY) 0.18 4193 +5.00% 205.34 205.25
Amazon (AMZN) 0.18 1475 +340.00% 593.90 372.62
Vanguard Emerging Markets ETF (VWO) 0.18 25202 34.60 39.44
PowerShares Fin. Preferred Port. (PGF) 0.18 45550 18.81 18.45
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.18 54702 +3.00% 16.22 15.37
Schwab Strategic Tr intrm trm 0.18 16040 NEW 55.24 0.00
Schwab U S Broad Market ETF (SCHB) 0.18 17717 +2.00% 49.27 49.95
TOTAL S.A. (TOT) 0.17 18300 -2.00% 45.41 48.03
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.17 7493 +27.00% 111.70 109.49
Nuveen Fltng Rte Incm Opp Fd 0.17 84519 9.89 0.00
Vanguard Consumer Staples ETF (VDC) 0.17 5999 -68.00% 135.36 123.55
BlackRock Ltd. Duration Income Trust (BLW) 0.17 56503 14.78 15.88
Dreyfus Strategic Muni. (LEO) 0.17 92284 +8.00% 8.97 8.31
Altria (MO) 0.16 12692 62.72 52.47
Materials SPDR (XLB) 0.16 17750 NEW 44.79 49.68
Federated Premier Municipal Income (FMN) 0.16 49725 +5.00% 15.40 14.74
E.I. du Pont de Nemours & Company (DD) 0.15 11908 -4.00% 63.32 79.13
QUALCOMM (QCOM) 0.15 14285 -3.00% 51.10 71.27
Gilead Sciences (GILD) 0.15 7808 -7.00% 91.83 99.53
Constellation Brands (STZ) 0.15 4689 150.99 115.30
First Ban (FNLC) 0.15 38124 NEW 19.52 16.36
Dreyfus Strategic Municipal Bond Fund (DSM) 0.15 83167 +6.00% 8.50 8.01
Blackrock Muniholdings Fund II (MUH) 0.15 44425 +5.00% 16.25 15.34
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.15 49087 -4.00% 14.65 14.39
Valero Energy Corporation (VLO) 0.14 10600 +82.00% 64.15 56.99
Lockheed Martin Corporation (LMT) 0.14 3090 -10.00% 221.36 197.87
United Technologies Corporation (UTX) 0.14 6750 -6.00% 100.15 118.52
Baidu (BIDU) 0.14 3685 -17.00% 191.04 207.29
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.14 18640 37.77 42.56
Gramercy Ppty Tr 0.14 79717 8.45 0.00
Senior Housing Properties Trust (SNH) 0.13 36633 -2.00% 17.88 21.25
Consumer Staples Select Sect. SPDR (XLP) 0.13 11698 NEW 53.09 48.00
WisdomTree Emerging Markets Eq (DEM) 0.13 17648 34.79 41.02
Dws Municipal Income Trust 0.13 44517 +4.00% 13.97 0.00
Walgreen Boots Alliance 0.13 7567 +5.00% 84.31 0.00
Baxter International (BAX) 0.12 13763 -10.00% 41.05 67.92
Genuine Parts Company (GPC) 0.12 6083 +123.00% 99.29 92.26
Industrial SPDR (XLI) 0.12 10586 NEW 55.45 56.03
Eaton Vance Limited Duration Income Fund (EVV) 0.12 43835 13.19 14.26
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.12 7671 76.52 76.29
Ishares Tr Msci Usa Momentum Factor 0.12 8315 -26.00% 73.12 0.00
Charles Schwab Corporation (SCHW) 0.11 18625 -72.00% 28.03 30.86
Automatic Data Processing (ADP) 0.11 6130 -4.00% 89.72 85.00
Western Digital (WDC) 0.11 11500 +210.00% 47.22 97.30
Prudential Financial (PRU) 0.11 7128 +5.00% 72.25 80.31
Vanguard European ETF (VGK) 0.11 11454 +19.00% 48.63 53.41
Dreyfus Municipal Income (DMF) 0.11 55280 +2.00% 9.70 9.69
Rydex Etf Trust equity 0.11 12447 41.62 0.00
Schlumberger (SLB) 0.10 6383 -3.00% 73.79 81.67
Spectra Energy Partners (SEP) 0.10 9720 +18.00% 48.15 50.24
Energy Transfer Partners (ETP) 0.10 14806 -9.00% 32.35 54.95
BP (BP) 0.09 13990 30.16 38.44
3M Company (MMM) 0.09 2489 -6.00% 166.33 162.72
Kimberly-Clark Corporation (KMB) 0.09 3134 134.33 103.80
Boeing Company (BA) 0.09 3635 -61.00% 126.82 152.38
Halliburton Company (HAL) 0.09 12106 -14.00% 35.68 41.30
iShares Russell 2000 Index (IWM) 0.09 3946 110.49 119.90
Cypress Semiconductor Corporation (CY) 0.09 50800 8.66 15.52
NTT DoCoMo (DCM) 0.09 19917 22.79 18.09
Market Vectors High Yield Muni. Ind (HYD) 0.09 13681 31.28 30.80
Vanguard S&p 500 Etf idx fd 0.09 2379 NEW 188.73 0.00
Baxalta Incorporated 0.09 11408 -5.00% 40.41 0.00
Hartford Financial Services (HIG) 0.08 8700 -3.00% 46.09 41.14
Discover Financial Services (DFS) 0.08 7424 -7.00% 50.92 58.01
Dow Chemical Company (DOW) 0.08 7500 -23.00% 50.80 47.09
Amgen (AMGN) 0.08 2522 149.88 153.92
Hospitality Properties Trust (HPT) 0.08 15183 26.54 30.62
KKR & Co (KKR) 0.08 26365 -20.00% 14.68 22.64
iShares S&P; SmallCap 600 Growth (IJT) 0.08 3228 -3.00% 124.23 124.98
Federated Premier Intermediate Municipal (FPT) 0.08 27483 13.83 12.89
First Trust Value Line Dividend Indx Fnd (FVD) 0.08 15078 25.73 23.60
Ishares Tr usa min vo 0.08 8844 43.98 0.00
Claymore Exchange Trd Fd Tr gug bull2020 e 0.08 18685 NEW 21.35 0.00
Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog 0.08 16805 23.74 0.00
Spdr Ser Tr sp500 fosl etf 0.08 8202 +22.00% 49.50 0.00
Canadian Natl Ry 0.07 5302 62.43 0.00
NVIDIA Corporation (NVDA) 0.07 9926 -22.00% 35.66 22.93
Electronic Arts (ERTS) 0.07 5083 -9.00% 66.10 0.00
Eastman Chemical Company (EMN) 0.07 4900 -14.00% 72.24 71.40
Lazard Ltd-cl A shs a 0.07 8300 -33.00% 38.80 0.00
Illumina (ILMN) 0.07 2062 -6.00% 161.98 191.44
Cirrus Logic (CRUS) 0.07 8890 -21.00% 36.45 33.06
Nxp Semiconductors N V 0.07 4160 +12.00% 81.25 0.00
Vanguard Total Bond Market ETF (BND) 0.07 4079 -7.00% 82.86 82.52
Vanguard Health Care ETF (VHT) 0.07 2601 123.03 132.20
Nuveen Dividend Advantage Municipal Fd 2 (NXZ) 0.07 22521 +3.00% 14.83 14.10
Rydex S&P; Equal Weight Health Care (RYH) 0.07 2340 144.02 150.74
Rydex Etf Trust indls etf 0.07 4031 -10.00% 87.82 0.00
Schwab Strategic Tr schwab fdt us bm 0.07 11474 -4.00% 29.37 0.00
Nuveen Multi-mkt Inc Income Fd 0.07 48915 7.22 0.00
Qorvo 0.07 6682 -4.00% 50.43 0.00
iShares MSCI Emerging Markets Indx (EEM) 0.06 8915 -9.00% 34.32 38.45
Cummins (CMI) 0.06 2628 109.97 137.75
eBay (EBAY) 0.06 11974 -13.00% 23.80 59.78
New Oriental Education & Tech (EDU) 0.06 8487 NEW 34.64 20.52
NetEase (NTES) 0.06 1890 NEW 143.39 98.14
Ship Finance Intl 0.06 20900 13.88 0.00
Cibc Cad 0.06 3854 -11.00% 74.73 0.00
National Grid (NGG) 0.06 4231 -82.00% 71.38 63.76
Vanguard Europe Pacific ETF (VEA) 0.06 8485 35.83 39.04
iShares Dow Jones US Real Estate (IYR) 0.06 3818 -48.00% 77.79 76.66
Vanguard Total Stock Market ETF (VTI) 0.06 2563 -6.00% 104.96 106.32
iShares S&P; SmallCap 600 Value Idx (IJS) 0.06 2690 113.38 115.06
MaxLinear (MXL) 0.06 16635 NEW 18.52 8.16
iShares S&P; MidCap 400 Value Index (IJJ) 0.06 2346 +17.00% 124.04 127.44
Huntington Ingalls Inds 0.06 2258 NEW 136.85 0.00
Vanguard Star Fd Intl Stk Idxf 0.06 6764 -13.00% 44.94 0.00
Apollo Global Management 'a' 0.06 17500 -25.00% 17.14 0.00
Goldman Sachs (GS) 0.05 1500 +7.00% 156.67 184.67
T. Rowe Price (TROW) 0.05 3302 -4.00% 73.59 81.65
W.W. Grainger (GWW) 0.05 1120 +3.00% 233.04 230.01
Cooper Companies (COO) 0.05 1590 153.46 182.47
Aetna (AET) 0.05 2000 112.50 100.76
Honeywell International (HON) 0.05 2024 NEW 112.15 100.92
Biogen Idec (BIIB) 0.05 900 -18.00% 260.00 415.20
Compass Diversified Holdings (CODI) 0.05 15500 -24.00% 15.68 16.27
Microsemi Corporation (MSCC) 0.05 5900 -22.00% 38.31 33.00
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.05 2073 NEW 106.13 105.92
John Hancock Pref. Income Fund II (HPF) 0.05 11500 21.22 20.90
John Hancock Preferred Income Fund (HPI) 0.05 10000 22.20 20.96
Western Asset Vrble Rate Strtgc Fnd (GFY) 0.05 16905 15.32 16.55
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.05 4881 -11.00% 52.45 51.70
Ubs Ag Jersey Brh Alerian Infrst 0.05 10145 NEW 24.05 0.00
BlackRock MuniHolding Insured Investm (MFL) 0.05 16000 15.19 14.25
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.05 2897 +18.00% 86.99 86.66
Blackrock Build America Bond Trust (BBN) 0.05 9877 NEW 22.98 22.30
Ishares Inc em mkt min vol 0.05 4468 -4.00% 51.25 0.00
Claymore Exchange Trd Fd Tr gug bull2019 e 0.05 11050 NEW 21.18 0.00
Dws Strategic Income Trust 0.05 21500 11.07 0.00
Odyssey Marine Exploration I 0.05 33962 NEW 6.80 0.00
Berkshire Hathaway (BRK.A) 0.04 1 NEW 213000.00 0.00
Highwoods Properties (HIW) 0.04 4540 -6.00% 47.80 43.24
MFS Intermediate Income Trust (MIN) 0.04 46100 +3.00% 4.62 4.89
Energy Transfer Equity (ETE) 0.04 29400 -3.00% 7.14 62.31
First Potomac Realty Trust (FPO) 0.04 24200 9.05 11.30
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.04 6942 NEW 28.95 33.58
Blackrock Muniyield Insured Fund (MYI) 0.04 12783 15.10 14.09
John Hancock Patriot Premium Div Fund II (PDT) 0.04 12597 15.08 13.71
TCW Strategic Income Fund (TSI) 0.04 39500 -3.00% 5.22 5.38
Claymore Exchange-traded Fd gugg crp bd 2017 0.04 9605 +6.00% 22.70 0.00
Orange Sa 0.04 10900 17.34 0.00
Biosante Pharmaceuticals 0.04 6000 33.67 0.00
Mueller Water Products (MWA) 0.03 14750 -21.00% 9.90 9.15
BlackRock Income Trust (BKT) 0.03 22410 6.65 6.37
Putnam High Income Securities Fund (PCF) 0.03 16708 7.30 8.12
Blackrock Muniassets Fund (MUA) 0.03 11000 14.91 13.97
John Hancock Investors Trust (JHI) 0.03 10625 15.44 17.96
Western Asset Intm Muni Fd I 0.03 15612 +3.00% 10.31 0.00
BlackRock MuniYield Insured Investment (MFT) 0.03 10000 14.60 13.78
Enlink Midstream Ptrs 0.03 13700 12.04 0.00
Micron Technology (MU) 0.02 10500 -36.00% 10.48 27.78
Fuel Tech (FTEK) 0.01 36324 -12.00% 1.76 3.10
Novavax (NVAX) 0.01 10000 5.20 9.03
MFS Multimarket Income Trust (MMT) 0.01 11003 5.91 6.35
Allianzgi Conv & Inc Fd taxable cef 0.01 11453 5.50 0.00

Past 13F-HR SEC Filings for ProVise Management

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