Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARS WEALTH ADVISORS LLC | 07-15-2021 | 06-30-2021 | 139 | 556,206,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT | COM NEW | 51 | $1,340,000 | 19,127 | 0.24 | 19,127 | +Inf | 06-30-2021 | |
| FIRSTSERVICE CORP NEW | COM | 52 | $999,000 | 5,835 | 0.18 | 0.10 | 3,000 | 105.82 | 06-30-2021 |
| SOUTHERN CO | COM | 53 | $956,000 | 15,798 | 0.17 | 0.21 | 31 | 0.20 | 06-30-2021 |
| CHEVRON CORP NEW | COM | 54 | $935,000 | 8,931 | 0.17 | 0.20 | 148 | 1.69 | 06-30-2021 |
