| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-08-04 | 2009-06-30 | 13F-HR | Vornado Realty Trust | VNO | US | Reits-Diversified | 52 | New Holding | 52 | 100 % | - | $3,171 | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vornado Realty Trust |
| 2009-08-04 | 2009-06-30 | 13F-HR | Colgate-Palmolive Co | CL | US | Cosmetics And Toiletries | 1,560 | Added More | 1,360 | 680.00 % | $112,648 | $124,597 | $11,950 | 10.60 % | $10,418 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Colgate-Palmolive Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Novo Nordisk As | NVO | DK | Medical-Drugs | 170 | New Holding | 170 | 100 % | $10,135 | $10,919 | $784 | 7.73 % | $784 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Novo Nordisk As |
| 2009-08-04 | 2009-06-30 | 13F-HR | Goodrich Corp | GR | US | Aerospace/Defense-Equip | 1,350 | No Change | 0 | 0 % | $72,522 | $77,801 | $5,279 | 7.27 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Goodrich Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Wacoal Holdings Corp | WACLY | JP | Apparel Manufacturers | 137 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wacoal Holdings Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Xtent Inc | XTNT | US | Medical Products | 0 | Sold All | -5,000 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xtent Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Wave Systems Corp | WAVX | US | Computers-Integrated Sys | 15,832 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wave Systems Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Tri-Valley Corp | TIV | US | Oil Comp-Explor And Prodtn | 69,000 | Added More | 60,000 | 666.66 % | $69,690 | $158,700 | $89,010 | 127.72 % | $77,400 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tri-Valley Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Xto Energy Inc | XTO | US | Oil Comp-Explor And Prodtn | 1,306 | Added More | 2 | 0.15 % | $55,636 | $56,485 | $849 | 1.52 % | $1 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xto Energy Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Tyco Electronics Ltd | TEL | BM | Electronic Compo-Misc | 2,464 | New Holding | 2,464 | 100 % | $54,750 | $56,105 | $1,355 | 2.47 % | $1,355 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tyco Electronics Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Usg Corp | USG | US | Bldg And Construct Prod-Misc | 30 | No Change | 0 | 0 % | $446 | $422 | $-24 | -5.31 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Usg Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Best Buy Co Inc | BBY | US | Retail-Consumer Electron | 205 | New Holding | 205 | 100 % | $7,886 | $8,249 | $363 | 4.60 % | $363 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Best Buy Co Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Barclays Plc | BCS | DE | Commer Banks Non-Us | 0 | Sold All | -450 | -100 % | - | - | - | 1.07 % | $-108 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Barclays Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Franklin Resources Inc | BEN | US | Invest Mgmnt/Advis Serv | 232 | New Holding | 232 | 100 % | $21,409 | $25,573 | $4,164 | 19.45 % | $4,164 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Franklin Resources Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Emerson Electric Co | EMR | US | Electric Products-Misc | 10,295 | Added More | 6,295 | 157.37 % | $371,855 | $424,463 | $52,607 | 14.14 % | $32,167 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Emerson Electric Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Silver Standard Resources Inc | SSRI | CA | Silver Mining | 2,500 | Added More | 1,500 | 150.00 % | $52,825 | $47,800 | $-5,025 | -9.51 % | $-3,015 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Silver Standard Resources Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Velocity Express Corp | VEXP | US | Transport-Services | 167 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Velocity Express Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Value Line Inc | VALU | US | Publishing-Periodicals | 50 | No Change | 0 | 0 % | $1,660 | $1,648 | $-12 | -0.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Value Line Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Perceptron Inc | PRCP | US | Commercial Services | 4,585 | New Holding | 4,585 | 100 % | $19,211 | $16,368 | $-2,843 | -14.79 % | $-2,843 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Perceptron Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nve Corp | NVEC | US | Electronic Compo-Misc | 100 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nve Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Omnicell Inc | OMCL | US | Enterprise Software/Serv | 2,200 | No Change | 0 | 0 % | $27,302 | $22,264 | $-5,038 | -18.45 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Omnicell Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Melco Crown Entertainment Ltd | MPEL | KY | Casino Hotels | 1,000 | No Change | 0 | 0 % | $5,990 | $5,050 | $-940 | -15.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Melco Crown Entertainment Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cnh Global Nv | CNH | KR | Machinery-Farm | 1,000 | No Change | 0 | 0 % | $19,810 | $20,860 | $1,050 | 5.30 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cnh Global Nv |
| 2009-08-04 | 2009-06-30 | 13F-HR | Star Scientific Inc | STSI | US | Tobacco | 18,000 | Added More | 1,000 | 5.88 % | $18,360 | $14,580 | $-3,780 | -20.58 % | $-210 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Star Scientific Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Bristol-Myers Squibb Co | BMY | BE | Medical-Drugs | 2,593 | Added More | 400 | 18.23 % | $56,839 | $58,706 | $1,867 | 3.28 % | $288 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bristol-Myers Squibb Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Halliburton Co | HAL | US | Oil-Field Services | 6,125 | Added More | 1,185 | 23.98 % | $139,283 | $190,059 | $50,776 | 36.45 % | $9,824 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Halliburton Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Oil States International Inc | OIS | US | Oil-Field Services | 200 | No Change | 0 | 0 % | $5,856 | $6,980 | $1,124 | 19.19 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Oil States International Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Olin Corp | OLN | US | Chemicals-Diversified | 50 | New Holding | 50 | 100 % | $722 | $790 | $68 | 9.42 % | $68 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Olin Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Marsh And Mclennan Cos Inc | MMC | US | Insurance Brokers | 150 | New Holding | 150 | 100 % | $3,225 | $3,498 | $273 | 8.46 % | $273 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marsh And Mclennan Cos Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | St Joe Cothe | JOE | US | Real Estate Oper/Develop | 100 | No Change | 0 | 0 % | $3,094 | $2,606 | $-488 | -15.77 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of St Joe Cothe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cimarex Energy Co | XEC | US | Oil Comp-Explor And Prodtn | 81,168 | Added More | 3,001 | 3.83 % | $3,027,566 | $3,626,586 | $599,020 | 19.78 % | $22,147 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cimarex Energy Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Toyota Motor Corp | TM | JP | Auto-Cars/Light Trucks | 20 | No Change | 0 | 0 % | $1,733 | $1,563 | $-170 | -9.80 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Toyota Motor Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Buckle Incthe | BKE | US | Retail-Apparel/Shoe | 900 | New Holding | 900 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Buckle Incthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Bank Of New York Mellon Corpthe | BK | US | Unknown | 774 | Added More | 557 | 256.68 % | $22,082 | $20,821 | $-1,262 | -5.71 % | $-908 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bank Of New York Mellon Corpthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Canon Inc | CAJ | CH | Office Automation And Equip | 3,018 | Added More | 728 | 31.79 % | $109,584 | $114,141 | $4,557 | 4.15 % | $1,099 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Canon Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Aeropostale Inc | ARO | US | Retail-Apparel/Shoe | 155 | New Holding | 155 | 100 % | $5,603 | $5,224 | $-380 | -6.77 % | $-380 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aeropostale Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Arvinmeritor Inc | ARM | US | Auto/Trk Prts And Equip-Orig | 133 | No Change | 0 | 0 % | $831 | $1,051 | $219 | 26.40 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Arvinmeritor Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ww Grainger Inc | GWW | US | Distribution/Wholesale | 200 | New Holding | 200 | 100 % | $18,072 | $19,352 | $1,280 | 7.08 % | $1,280 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ww Grainger Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Idacorp Inc | IDA | US | Electric-Integrated | 590 | Added More | 90 | 18.00 % | $16,473 | $16,998 | $525 | 3.18 % | $80 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Idacorp Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Bioenvision Inc | BIV | US | Unknown | 249 | New Holding | 249 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bioenvision Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Blue Valley Ban Corp | BLV | US | Unknown | 11 | New Holding | 11 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Blue Valley Ban Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Corriente Resources Inc | ETQ | US | Metal-Copper | 1,000 | No Change | 0 | 0 % | $5,910 | $5,870 | $-40 | -0.67 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Corriente Resources Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Macys Inc | M | US | Retail-Regnl Dept Store | 310 | New Holding | 310 | 100 % | $4,368 | $5,946 | $1,578 | 36.12 % | $1,578 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Macys Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Yum Brands Inc | YUM | US | Retail-Restaurants | 2,000 | No Change | 0 | 0 % | $72,480 | $70,460 | $-2,020 | -2.78 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Yum Brands Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fujifilm Holdings Corp | FUJI | JP | Photo Equipment And Supplies | 439 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fujifilm Holdings Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ebix Inc | EBIX | US | Applications Software | 40 | No Change | 0 | 0 % | $1,772 | $2,194 | $423 | 23.86 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ebix Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Proassurance Corp | PRA | US | Property/Casualty Ins | 63 | New Holding | 63 | 100 % | $3,327 | $3,287 | $-40 | -1.19 % | $-40 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Proassurance Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Radio One Inc | ROIAK | US | Radio | 891 | Sold Some | -949 | -51.57 % | $321 | $1,907 | $1,586 | 494.44 % | $-1,689 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Radio One Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 113 | No Change | 0 | 0 % | $2,103 | $2,174 | $71 | 3.38 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 113 | Sold Some | -1,887 | -94.35 % | $2,103 | $2,174 | $71 | 3.38 % | $-1,189 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 2,000 | Added More | 1,887 | 1669.91 % | $37,220 | $38,480 | $1,260 | 3.38 % | $1,189 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 2,000 | No Change | 0 | 0 % | $37,220 | $38,480 | $1,260 | 3.38 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Liberty Global Inc | LBTYA | US | Broadcast Serv/Program | 6,088 | Added More | 56 | 0.92 % | $130,161 | $132,536 | $2,374 | 1.82 % | $22 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Liberty Global Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Expedia Inc | EXPE | US | Unknown | 6,425 | Added More | 5,325 | 484.09 % | $138,073 | $150,859 | $12,786 | 9.26 % | $10,597 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Expedia Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Echostar Corp | SATS | US | Satellite Telecom | 11 | New Holding | 11 | 100 % | $163 | $219 | $56 | 34.05 % | $56 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Echostar Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | John B Sanfilippo And Son Inc | JBSS | US | Food-Misc/Diversified | 100 | No Change | 0 | 0 % | $867 | $1,363 | $496 | 57.20 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of John B Sanfilippo And Son Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Forest City Enterprises Inc | FCE.A | US | Real Estate Oper/Develop | 47,622 | Added More | 200 | 0.42 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Forest City Enterprises Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 202 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 202 | Sold Some | -3,254 | -94.15 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 3,842 | Added More | 3,640 | 1801.98 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 3,842 | Added More | 386 | 11.16 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Discover Financial Services | DFS | US | Finance-Credit Card | 2,547 | No Change | 0 | 0 % | $31,583 | $37,008 | $5,425 | 17.17 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Discover Financial Services |
| 2009-08-04 | 2009-06-30 | 13F-HR | Newstrike Capital Inc | NWS.A | US | Capital Pools | 0 | Sold All | -2,414 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Newstrike Capital Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Pitney Bowes Inc | PBI | US | Office Automation And Equip | 1,326 | No Change | 0 | 0 % | $27,793 | $33,137 | $5,344 | 19.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pitney Bowes Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Realty Income Corp | O-D | US | Reits-Single Tenant | 2,434 | Added More | 2,000 | 460.82 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Realty Income Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nippon Telegraph And Telephone Corp | NTT | JP | Telephone-Integrated | 1,656 | Added More | 964 | 139.30 % | $34,296 | $34,544 | $248 | 0.72 % | $145 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nippon Telegraph And Telephone Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nike Inc | NKE | US | Athletic Footwear | 185 | New Holding | 185 | 100 % | $10,645 | $11,944 | $1,299 | 12.20 % | $1,299 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nike Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nationwide Health Properties Inc | NHP-B | US | Reits-Health Care | 400 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nationwide Health Properties Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ion Geophysical Corp | IO | KR | Seismic Data Collection | 17,920 | No Change | 0 | 0 % | $52,506 | $77,235 | $24,730 | 47.09 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ion Geophysical Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Alcatel-Lucent | ALU | CH | Telecommunication Equip | 2,115 | Added More | 40 | 1.92 % | $6,493 | $8,100 | $1,607 | 24.75 % | $30 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alcatel-Lucent |
| 2009-08-04 | 2009-06-30 | 13F-HR | Temple-Inland Inc | TIN | US | Paper And Related Products | 1,300 | No Change | 0 | 0 % | $21,060 | $20,553 | $-507 | -2.40 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Temple-Inland Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Abitibibowater Inc | ABH | US | Paper And Related Products | 0 | Sold All | -1,720 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Abitibibowater Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Barrick Gold Corp | ABX | CA | Gold Mining | 1,497 | Added More | 86 | 6.09 % | $54,132 | $62,320 | $8,189 | 15.12 % | $470 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Barrick Gold Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Accenture Ltd | ACN | FR | Consulting Services | 481 | New Holding | 481 | 100 % | $17,152 | $18,879 | $1,727 | 10.06 % | $1,727 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Accenture Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Bhp Billiton Ltd | BHP | GB | Diversified Minerals | 158 | New Holding | 158 | 100 % | $10,412 | $10,738 | $325 | 3.12 % | $325 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bhp Billiton Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Vodafone Group Plc | VOD | GB | Cellular Telecom | 4,543 | Added More | 2,201 | 93.97 % | $96,720 | $102,763 | $6,042 | 6.24 % | $2,927 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vodafone Group Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Syngenta Ag | SYT | CH | Agricultural Chemicals | 982 | Sold Some | -500 | -33.73 % | $45,280 | $49,935 | $4,655 | 10.27 % | $-2,370 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Syngenta Ag |
| 2009-08-04 | 2009-06-30 | 13F-HR | Alliant Techsystems Inc | ATK | US | Aerospace/Defense-Equip | 50 | New Holding | 50 | 100 % | $3,967 | $4,110 | $143 | 3.60 % | $143 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alliant Techsystems Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Yamana Gold Inc | AUY | CA | Unknown | 1,000 | No Change | 0 | 0 % | $9,820 | $12,050 | $2,230 | 22.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Yamana Gold Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Avalonbay Communities Inc | AVB-H | US | Reits-Apartments | 46 | Added More | 1 | 2.22 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Avalonbay Communities Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sony Corp | SNE | JP | Audio/Video Products | 160 | No Change | 0 | 0 % | $4,480 | $4,619 | $139 | 3.10 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sony Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sanofi-Aventis Sa | SNY | FR | Medical-Drugs | 1,132 | No Change | 0 | 0 % | $38,601 | $41,544 | $2,943 | 7.62 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sanofi-Aventis Sa |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cit Group Inc | CIT-A | US | Finance-Commercial | 185 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cit Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sunoco Inc | SUN | US | Oil Refining And Marketing | 101 | No Change | 0 | 0 % | $2,619 | $2,849 | $230 | 8.79 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sunoco Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Chipotle Mexican Grill Inc | CMG.B | US | Retail-Restaurants | 400 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Chipotle Mexican Grill Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Jm Smucker Cothe | SJM | US | Food-Confectionery | 26 | No Change | 0 | 0 % | $1,290 | $1,370 | $79 | 6.14 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jm Smucker Cothe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Royal Bank Of Canada | RY | CA | Commer Banks Non-Us | 5,600 | No Change | 0 | 0 % | $269,584 | $287,504 | $17,920 | 6.64 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Bank Of Canada |
| 2009-08-04 | 2009-06-30 | 13F-HR | Regal-Beloit Corp | RBC | US | Machinery-Electrical | 145 | New Holding | 145 | 100 % | $7,143 | $7,289 | $146 | 2.05 % | $146 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Regal-Beloit Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dana Holding Corp | DAN | US | Auto/Trk Prts And Equip-Orig | 84 | No Change | 0 | 0 % | $391 | $556 | $165 | 42.36 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dana Holding Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Darling International Inc | DAR | US | Alternative Waste Tech | 5,500 | No Change | 0 | 0 % | $39,050 | $38,280 | $-770 | -1.97 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Darling International Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Diageo Plc | DEO | DE | Beverages-Wine/Spirits | 724 | Added More | 424 | 141.33 % | $45,583 | $48,204 | $2,621 | 5.74 % | $1,535 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Diageo Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Crh Plc | CRH | DE | Bldg Prod-Cement/Aggreg | 710 | New Holding | 710 | 100 % | $18,581 | $18,517 | $-64 | -0.34 % | $-64 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Crh Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Air Products And Chemicals Inc | APD | US | Industrial Gases | 4,934 | Added More | 91 | 1.87 % | $368,224 | $395,460 | $27,236 | 7.39 % | $502 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Air Products And Chemicals Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Alliance One International Inc | AOI | US | Tobacco | 700 | No Change | 0 | 0 % | $2,940 | $3,192 | $252 | 8.57 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alliance One International Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Slm Corp | SLM | US | Unknown | 7,000 | No Change | 0 | 0 % | $61,250 | $70,700 | $9,450 | 15.42 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Slm Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Mkt Vect Agrbshs | MOO | US | Unknown | 7,365 | New Holding | 7,365 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mkt Vect Agrbshs |
| 2009-08-04 | 2009-06-30 | 13F-HR | Berkshire Hathaway Inc | BRK.A | US | Reinsurance | 4,048 | Added More | 175 | 4.51 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Berkshire Hathaway Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sysco Corp | SYY | US | Food-Wholesale/Distrib | 300 | Added More | 100 | 50.00 % | $7,347 | $8,073 | $726 | 9.88 % | $242 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sysco Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Avery Dennison Corp | AVY-A | US | Office Supplies And Forms | 40 | New Holding | 40 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Avery Dennison Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Reis Inc | WFP.F | US | Internet Content-Info/Ne | 11,400 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Reis Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Alumina Ltd | AWC | US | Metal-Aluminum | 569 | Added More | 51 | 9.84 % | $3,391 | $3,317 | $-74 | -2.18 % | $-7 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alumina Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hasbro Inc | HAS | US | Toys | 135 | New Holding | 135 | 100 % | $3,560 | $3,768 | $208 | 5.83 % | $208 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hasbro Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sjw Corp | SJW | US | Water | 3,816 | No Change | 0 | 0 % | $83,914 | $84,868 | $954 | 1.13 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sjw Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Tellabs Inc | TLAB | US | Telecommunication Equip | 2,000 | No Change | 0 | 0 % | $11,680 | $12,280 | $600 | 5.13 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tellabs Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ireland Bk | AP19.L | US | Commer Banks Non-Us | 55 | New Holding | 55 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ireland Bk |
| 2009-08-04 | 2009-06-30 | 13F-HR | Adobe Systems Inc | ADBE | US | Electronic Forms | 1,015 | Added More | 215 | 26.87 % | $33,495 | $35,170 | $1,675 | 5.00 % | $355 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Adobe Systems Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Advent Software Inc | ADVS | US | Enterprise Software/Serv | 190 | New Holding | 190 | 100 % | $7,262 | $7,473 | $211 | 2.90 % | $211 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Advent Software Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Akamai Technologies Inc | AKAM | US | Internet Infrastr Sftwr | 0 | Sold All | -100 | -100 % | - | - | - | 38.31 % | $-646 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Akamai Technologies Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ford Motor Co | F | US | Unknown | 7,000 | Added More | 1,000 | 16.66 % | $58,100 | $54,250 | $-3,850 | -6.62 % | $-550 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ford Motor Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nissan Motor Co Ltd | NSANY | CH | Auto-Cars/Light Trucks | 680 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nissan Motor Co Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Washington Federal Inc | WFSL | US | S And L/Thrifts-Western Us | 166 | No Change | 0 | 0 % | $2,467 | $2,960 | $493 | 19.98 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Washington Federal Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fairfax Financial Holdings Ltd | FFH | CA | Multi-Line Insurance | 4,172 | No Change | 0 | 0 % | $1,269,331 | $1,489,404 | $220,073 | 17.33 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fairfax Financial Holdings Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Bank Holdings Incthe | TBHS | US | Commer Banks-Western Us | 0 | Sold All | -952 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bank Holdings Incthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Inergy Lp | NRGY | US | Retail-Propane Distrib | 1,660 | No Change | 0 | 0 % | $50,215 | $52,190 | $1,975 | 3.93 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Inergy Lp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fifth Third Bancorp | FITB | US | Super-Regional Banks-Us | 65 | No Change | 0 | 0 % | $651 | $596 | $-55 | -8.48 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fifth Third Bancorp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Finish Linethe | FINL | US | Retail-Apparel/Shoe | 400 | New Holding | 400 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Finish Linethe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cintas Corp | CTAS | US | Linen Supply And Rel Items | 1,300 | No Change | 0 | 0 % | $33,384 | $37,401 | $4,017 | 12.03 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cintas Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Citrix Systems Inc | CTXS | US | Applications Software | 177 | New Holding | 177 | 100 % | $6,430 | $6,882 | $451 | 7.01 % | $451 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Citrix Systems Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Gen-Probe Inc | GPRO | US | Diagnostic Equipment | 2,600 | Added More | 2,000 | 333.33 % | $98,384 | $106,678 | $8,294 | 8.43 % | $6,380 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gen-Probe Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hain Celestial Group Inc | HAIN | US | Food-Misc/Diversified | 500 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hain Celestial Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dell Inc | DELL | US | Computers | 21,522 | Added More | 785 | 3.78 % | $294,851 | $319,817 | $24,966 | 8.46 % | $911 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dell Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dentsply International Inc | XRAY | US | Dental Supplies And Equip | 303 | No Change | 0 | 0 % | $10,214 | $10,151 | $-64 | -0.62 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dentsply International Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Diamond Foods Inc | DMND | US | Food-Misc/Diversified | 24,026 | No Change | 0 | 0 % | $687,144 | $717,416 | $30,273 | 4.40 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Diamond Foods Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Broadcom Corp | BRCM | US | Electronic Compo-Semicon | 2,820 | New Holding | 2,820 | 100 % | $80,821 | $75,802 | $-5,020 | -6.21 % | $-5,020 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Broadcom Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Buffalo Wild Wings Inc | BWLD | US | Retail-Restaurants | 230 | New Holding | 230 | 100 % | $9,205 | $9,780 | $575 | 6.24 % | $575 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Buffalo Wild Wings Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Etrade Financial Corp | ETFC | US | Finance-Invest Bnkr/Brkr | 50 | No Change | 0 | 0 % | $73 | $78 | $5 | 6.89 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Etrade Financial Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | East West Bancorp Inc | EWBC | US | Commer Banks-Western Us | 159 | New Holding | 159 | 100 % | $1,552 | $1,375 | $-176 | -11.37 % | $-176 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of East West Bancorp Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ebay Inc | EBAY | US | E-Commerce/Services | 4,825 | New Holding | 4,825 | 100 % | $105,378 | $112,616 | $7,238 | 6.86 % | $7,238 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ebay Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Electronic Arts Inc | ERTS | US | Entertainment Software | 2,305 | Added More | 1,905 | 476.25 % | $50,456 | $43,795 | $-6,661 | -13.20 % | $-5,505 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Electronic Arts Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nrg Energy Inc | NRG | US | Independ Power Producer | 650 | No Change | 0 | 0 % | $18,454 | $15,444 | $-3,010 | -16.30 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nrg Energy Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nii Holdings Inc | NIHD | US | Cellular Telecom | 1,500 | No Change | 0 | 0 % | $37,020 | $41,730 | $4,710 | 12.72 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nii Holdings Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nasdaq Omx Groupthe | NDAQ | US | Finance-Other Services | 2,573 | New Holding | 2,573 | 100 % | $55,036 | $47,498 | $-7,539 | -13.69 % | $-7,539 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nasdaq Omx Groupthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Jetblue Airways Corp | JBLU | US | Airlines | 15 | New Holding | 15 | 100 % | $79 | $79 | $0 | -0.19 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jetblue Airways Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Kla-Tencor Corp | KLAC | US | Semiconductor Equipment | 150 | New Holding | 150 | 100 % | $4,844 | $4,929 | $86 | 1.76 % | $86 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kla-Tencor Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Level 3 Communications Inc | LVLT | US | Telephone-Integrated | 10,000 | Sold Some | -300 | -2.91 % | $12,700 | $12,500 | $-200 | -1.57 % | $6 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Level 3 Communications Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Lawson Software Inc | LWSN | US | Enterprise Software/Serv | 1,525 | New Holding | 1,525 | 100 % | $9,211 | $10,233 | $1,022 | 11.09 % | $1,022 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lawson Software Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Lihir Gold Ltd | LIHR | US | Gold Mining | 0 | Sold All | -159 | -100 % | - | - | - | 31.39 % | $-1,170 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lihir Gold Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Healthways Inc | HWAY | US | Phys Practice Mgmnt | 100 | New Holding | 100 | 100 % | $1,468 | $1,600 | $132 | 8.99 % | $132 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Healthways Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Heidrick And Struggles International Inc | HSII | US | Human Resources | 900 | No Change | 0 | 0 % | $18,585 | $24,291 | $5,706 | 30.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Heidrick And Struggles International Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hercules Offshore Inc | HERO | US | Oil-Field Services | 1,000 | No Change | 0 | 0 % | $4,680 | $5,040 | $360 | 7.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hercules Offshore Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hologic Inc | HOLX | US | X-Ray Equipment | 0 | Sold All | -2,500 | -100 % | - | - | - | 1.81 % | $-675 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hologic Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hurco Cos Inc | HURC | US | Industrial Automat/Robot | 0 | Sold All | -500 | -100 % | - | - | - | -23.51 % | $2,320 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hurco Cos Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sifco Industries Inc | SIF | US | Aerospace/Defense-Equip | 4,600 | Added More | 1,600 | 53.33 % | $49,266 | $65,504 | $16,238 | 32.95 % | $5,648 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sifco Industries Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nvidia Corp | NVDA | US | Electronic Compo-Semicon | 6,685 | New Holding | 6,685 | 100 % | $89,378 | $87,975 | $-1,404 | -1.57 % | $-1,404 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nvidia Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Oracle Corp | ORCL | US | Enterprise Software/Serv | 2,565 | Added More | 550 | 27.29 % | $56,148 | $54,942 | $-1,206 | -2.14 % | $-259 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Oracle Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Paccar Inc | PCAR | US | Auto-Med And Heavy Duty Trks | 256 | New Holding | 256 | 100 % | $9,034 | $9,902 | $868 | 9.60 % | $868 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Paccar Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Pacific Capital Bancorp Na | PCBC | US | Commer Banks-Western Us | 1,490 | No Change | 0 | 0 % | $3,308 | $1,460 | $-1,848 | -55.85 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pacific Capital Bancorp Na |
| 2009-08-04 | 2009-06-30 | 13F-HR | Patterson-Uti Energy Inc | PTEN | US | Oil And Gas Drilling | 52,740 | No Change | 0 | 0 % | $755,237 | $832,237 | $77,000 | 10.19 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Patterson-Uti Energy Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Matrixx Initiatives Inc | MTXX | US | Drug Delivery Systems | 0 | Sold All | -1,000 | -100 % | - | - | - | -27.62 % | $1,580 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Matrixx Initiatives Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Microsoft Corp | MSFT | US | Applications Software | 36,639 | Added More | 13,930 | 61.34 % | $870,909 | $1,044,944 | $174,035 | 19.98 % | $66,168 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Microsoft Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sanderson Farms Inc | SAFM | US | Poultry | 97 | New Holding | 97 | 100 % | $3,923 | $3,661 | $-262 | -6.67 % | $-262 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sanderson Farms Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sandisk Corp | SNDK | US | Computers-Memory Devices | 12,342 | Added More | 2,342 | 23.42 % | $223,884 | $256,960 | $33,077 | 14.77 % | $6,277 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sandisk Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sanmina-Sci Corp | SANM | US | Electronic Compo-Misc | 200 | No Change | 0 | 0 % | $128 | $1,640 | $1,512 | 1181.25 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sanmina-Sci Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Charles Schwab Corpthe | SCHW | US | Finance-Invest Bnkr/Brkr | 2,766 | Added More | 2,665 | 2638.61 % | $49,069 | $47,382 | $-1,687 | -3.43 % | $-1,626 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Charles Schwab Corpthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sears Holdings Corp | SHLD | US | Retail-Major Dept Store | 450 | New Holding | 450 | 100 % | $31,442 | $30,443 | $-999 | -3.17 % | $-999 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sears Holdings Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Shuffle Master Inc | SHFL | US | Casino Services | 140 | New Holding | 140 | 100 % | $976 | $1,186 | $210 | 21.52 % | $210 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Shuffle Master Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Silicon Laboratories Inc | SLAB | US | Electronic Compo-Semicon | 120 | New Holding | 120 | 100 % | $5,144 | $5,028 | $-116 | -2.26 % | $-116 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Silicon Laboratories Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Seaboard Corp | SEB | US | Food-Misc/Diversified | 40 | No Change | 0 | 0 % | $2,810 | $14,600 | $11,790 | 419.49 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Seaboard Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Tgc Industries Inc | TGE | US | Seismic Data Collection | 9,313 | Added More | 443 | 4.99 % | $42,281 | $37,252 | $-5,029 | -11.89 % | $-239 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tgc Industries Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Starbucks Corp | SBUX | US | Retail-Restaurants | 7,038 | Added More | 5,500 | 357.60 % | $131,611 | $148,643 | $17,032 | 12.94 % | $13,310 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Starbucks Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Petsmart Inc | PETM | US | Retail-Pet Food And Supplies | 130 | New Holding | 130 | 100 % | $2,912 | $3,140 | $228 | 7.81 % | $228 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Petsmart Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | T Rowe Price Group Inc | TROW | US | Invest Mgmnt/Advis Serv | 324 | New Holding | 324 | 100 % | $15,390 | $16,194 | $804 | 5.22 % | $804 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of T Rowe Price Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Wells Fargo And Co | WFC | US | Unknown | 26,105 | Added More | 8,530 | 48.53 % | $693,088 | $707,968 | $14,880 | 2.14 % | $4,862 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wells Fargo And Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Teva Pharmaceutical Industries Ltd | TEVA | IL | Medical-Generic Drugs | 1,414 | Added More | 514 | 57.11 % | $75,932 | $73,570 | $-2,361 | -3.10 % | $-858 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Teva Pharmaceutical Industries Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Usa Mobility Inc | USMO | US | Telecom Services | 1,000 | No Change | 0 | 0 % | $13,590 | $10,800 | $-2,790 | -20.52 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Usa Mobility Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Rf Micro Devices Inc | RFMD | US | Wireless Equipment | 200 | No Change | 0 | 0 % | $1,062 | $804 | $-258 | -24.29 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rf Micro Devices Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Rambus Inc | RMBS | US | Electronic Compo-Semicon | 111 | No Change | 0 | 0 % | $1,874 | $1,844 | $-30 | -1.59 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rambus Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Tomkins Plc | TKS | DE | Diversified Manufact Op | 454 | No Change | 0 | 0 % | $5,525 | $5,239 | $-286 | -5.17 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tomkins Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Daimler Ag | DAI | DE | Auto-Cars/Light Trucks | 230 | No Change | 0 | 0 % | $11,233 | $11,374 | $140 | 1.24 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Daimler Ag |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hugoton Royalty Trust | HGT | US | Oil-Us Royalty Trusts | 124,370 | Added More | 22,330 | 21.88 % | $1,808,340 | $2,074,492 | $266,152 | 14.71 % | $47,786 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hugoton Royalty Trust |
| 2009-08-04 | 2009-06-30 | 13F-HR | Rio Tinto Plc | RTP | US | Metal-Diversified | 30 | New Holding | 30 | 100 % | $5,220 | $5,800 | $580 | 11.11 % | $580 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rio Tinto Plc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cvscaremark Corp | CVS | US | Retail-Drug Store | 1,915 | New Holding | 1,915 | 100 % | $65,072 | $57,048 | $-8,024 | -12.33 % | $-8,024 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cvscaremark Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dorchester Minerals Lp | DMLP | US | Oil Comp-Explor And Prodtn | 200 | No Change | 0 | 0 % | $4,666 | $4,400 | $-266 | -5.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dorchester Minerals Lp |
| 2009-08-04 | 2009-06-30 | 13F-HR | X-Rite Inc | XRIT | US | Instruments-Controls | 4,400 | No Change | 0 | 0 % | $7,744 | $9,372 | $1,628 | 21.02 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of X-Rite Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Urban Outfitters Inc | URBN | US | Retail-Apparel/Shoe | 100 | New Holding | 100 | 100 % | $2,443 | $3,243 | $800 | 32.74 % | $800 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Urban Outfitters Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Varian Semiconductor Equipment Associates Inc | VSEA | US | Semiconductor Equipment | 77 | New Holding | 77 | 100 % | $2,418 | $2,327 | $-91 | -3.75 % | $-91 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Varian Semiconductor Equipment Associates Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Syntel Inc | SYNT | US | Computer Services | 1,000 | New Holding | 1,000 | 100 % | $39,270 | $38,220 | $-1,050 | -2.67 % | $-1,050 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Syntel Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Safeway Inc | SWY | US | Food-Retail | 904 | Added More | 332 | 58.04 % | $16,851 | $20,647 | $3,797 | 22.53 % | $1,394 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Safeway Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | 3m Co | MMM | US | Diversified Manufact Op | 1,009 | No Change | 0 | 0 % | $72,678 | $76,089 | $3,410 | 4.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of 3m Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Tjx Cos Inc | TJX | US | Retail-Discount | 508 | Added More | 337 | 197.07 % | $18,166 | $19,472 | $1,306 | 7.18 % | $866 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tjx Cos Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Urs Corp | URS | US | Engineering/R And D Services | 450 | No Change | 0 | 0 % | $22,662 | $18,059 | $-4,604 | -20.31 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Urs Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Unisys Corp | UIS | US | Computer Services | 205 | No Change | 0 | 0 % | $416 | $6,353 | $5,937 | 1426.60 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Unisys Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Suburban Propane Partners Lp | SPH | US | Retail-Propane Distrib | 500 | No Change | 0 | 0 % | $22,185 | $21,975 | $-210 | -0.94 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Suburban Propane Partners Lp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Swift Energy Co | SFY | US | Oil Comp-Explor And Prodtn | 1,000 | No Change | 0 | 0 % | $18,960 | $23,900 | $4,940 | 26.05 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Swift Energy Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Syms Corp | SYM | US | Retail-Apparel/Shoe | 4,100 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Syms Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Sigma-Aldrich Corp | SIAL | US | Chemicals-Specialty | 1,950 | Added More | 550 | 39.28 % | $102,395 | $106,100 | $3,705 | 3.61 % | $1,045 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sigma-Aldrich Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Eagle Bulk Shipping Inc | EGLE | MH | Transport-Marine | 550 | No Change | 0 | 0 % | $3,333 | $2,580 | $-754 | -22.60 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eagle Bulk Shipping Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Vf Corp | VFC | US | Apparel Manufacturers | 2,230 | Added More | 230 | 11.50 % | $147,448 | $166,068 | $18,621 | 12.62 % | $1,921 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vf Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Wal-Mart Stores Inc | WMT | US | Retail-Discount | 5,664 | Added More | 2,231 | 64.98 % | $282,350 | $290,280 | $7,930 | 2.80 % | $3,123 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wal-Mart Stores Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Exxon Mobil Corp | XOM | US | Oil Comp-Integrated | 8,728 | Added More | 3,749 | 75.29 % | $616,197 | $633,478 | $17,281 | 2.80 % | $7,423 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Exxon Mobil Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | L-3 Communications Holdings Inc | LLL | US | Electronics-Military | 1,165 | New Holding | 1,165 | 100 % | $88,633 | $89,006 | $373 | 0.42 % | $373 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of L-3 Communications Holdings Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Integrys Energy Group Inc | TEG | US | Electric-Integrated | 495 | No Change | 0 | 0 % | $16,944 | $17,696 | $752 | 4.44 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Integrys Energy Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Lincoln National Corp | LNC | US | Life/Health Insurance | 400 | New Holding | 400 | 100 % | $9,088 | $9,500 | $412 | 4.53 % | $412 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lincoln National Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Live Nation Inc | LYV | US | Commercial Services | 25 | No Change | 0 | 0 % | $152 | $175 | $23 | 14.96 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Live Nation Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Pg And E Corp | PCG | US | Electric-Integrated | 12,354 | Added More | 332 | 2.76 % | $500,955 | $510,961 | $10,007 | 1.99 % | $269 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pg And E Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Raytheon Co | RTN | US | Aerospace/Defense | 742 | Sold Some | -9 | -1.19 % | $35,341 | $35,297 | $-45 | -0.12 % | $1 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Raytheon Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Red Hat Inc | RHT | US | Applications Software | 400 | No Change | 0 | 0 % | $8,912 | $11,036 | $2,124 | 23.83 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Red Hat Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Reliant Energy Inc | RRI | US | Independ Power Producer | 0 | Sold All | -385 | -100 % | - | - | - | -5.55 % | $116 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Reliant Energy Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Reynolds American Inc | RAI | US | Tobacco | 200 | No Change | 0 | 0 % | $8,788 | $9,720 | $932 | 10.60 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Reynolds American Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Devon Energy Corp | DVN | US | Oil Comp-Explor And Prodtn | 12,624 | Sold Some | -360 | -2.77 % | $772,968 | $858,937 | $85,969 | 11.12 % | $-2,452 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Devon Energy Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Walt Disney Cothe | DIS | US | Multimedia | 7,256 | Added More | 5,194 | 251.89 % | $186,044 | $207,231 | $21,188 | 11.38 % | $15,166 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Walt Disney Cothe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dolby Laboratories Inc | DLB | US | Industr Audio And Video Prod | 380 | New Holding | 380 | 100 % | $15,922 | $15,907 | $-15 | -0.09 % | $-15 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dolby Laboratories Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dow Chemical Cothe | DOW | US | Chemicals-Diversified | 1,009 | No Change | 0 | 0 % | $23,237 | $25,023 | $1,786 | 7.68 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dow Chemical Cothe |
| 2009-08-04 | 2009-06-30 | 13F-HR | First American Corp | FAF | US | Unknown | 5,000 | No Change | 0 | 0 % | $151,200 | $161,300 | $10,100 | 6.67 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of First American Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Korea Electric Power Corp | KEP | KR | Electric-Integrated | 824 | No Change | 0 | 0 % | $11,017 | $11,923 | $906 | 8.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Korea Electric Power Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cathay General Bancorp | CATY | US | Commer Banks-Western Us | 10,800 | No Change | 0 | 0 % | $99,144 | $84,996 | $-14,148 | -14.27 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cathay General Bancorp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Celgene Corp | CELG | US | Medical-Biomedical/Gene | 1,210 | New Holding | 1,210 | 100 % | $69,926 | $64,191 | $-5,735 | -8.20 % | $-5,735 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Celgene Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | First Niagara Financial Group Inc | FNFG | US | S And L/Thrifts-Eastern Us | 39 | No Change | 0 | 0 % | $519 | $491 | $-28 | -5.48 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of First Niagara Financial Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Genzyme Corp | GENZ | US | Medical-Biomedical/Gene | 860 | New Holding | 860 | 100 % | $42,828 | $44,961 | $2,133 | 4.97 % | $2,133 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Genzyme Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Gilead Sciences Inc | GILD | US | Therapeutics | 1,372 | Added More | 148 | 12.09 % | $65,623 | $63,469 | $-2,154 | -3.28 % | $-232 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gilead Sciences Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Mantech International Corp | MANT | US | Enterprise Software/Serv | 100 | New Holding | 100 | 100 % | $5,355 | $4,500 | $-855 | -15.96 % | $-855 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mantech International Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Northern Trust Corp | NTRS | US | Fiduciary Banks | 20 | New Holding | 20 | 100 % | $1,224 | $995 | $-229 | -18.72 % | $-229 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Northern Trust Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Novellus Systems Inc | NVLS | US | Semiconductor Equipment | 615 | New Holding | 615 | 100 % | $11,796 | $12,528 | $732 | 6.20 % | $732 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Novellus Systems Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Rent-A-Center Inctx | RCII | US | Rental Auto/Equipment | 1,800 | No Change | 0 | 0 % | $38,808 | $34,416 | $-4,392 | -11.31 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rent-A-Center Inctx |
| 2009-08-04 | 2009-06-30 | 13F-HR | Abaxis Inc | ABAX | US | Medical Instruments | 55,755 | No Change | 0 | 0 % | $1,505,943 | $1,285,153 | $-220,790 | -14.66 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Abaxis Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Whiting Petroleum Corp | WLL | US | Oil Comp-Explor And Prodtn | 1,000 | No Change | 0 | 0 % | $47,690 | $61,300 | $13,610 | 28.53 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Whiting Petroleum Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Xcel Energy Inc | XEL | US | Electric-Integrated | 4,749 | Added More | 166 | 3.62 % | $93,698 | $90,278 | $-3,419 | -3.64 % | $-120 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xcel Energy Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Xerox Corp | XRX | US | Office Automation And Equip | 160 | No Change | 0 | 0 % | $1,338 | $1,269 | $-69 | -5.14 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xerox Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Broadridge Financial Solutions Inc | BR | US | Data Processing/Mgmt | 3,802 | No Change | 0 | 0 % | $66,535 | $85,735 | $19,200 | 28.85 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Broadridge Financial Solutions Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Burlington Northern Santa Fe Corp | BNI | US | Transport-Rail | 2,164 | No Change | 0 | 0 % | $175,760 | $210,406 | $34,646 | 19.71 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Burlington Northern Santa Fe Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Capital One Financial Corp | COF | IT | Super-Regional Banks-Us | 165 | New Holding | 165 | 100 % | $5,198 | $6,216 | $1,018 | 19.58 % | $1,018 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Capital One Financial Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Federated Investors Inc | FII | US | Invest Mgmnt/Advis Serv | 414 | New Holding | 414 | 100 % | $10,536 | $11,021 | $484 | 4.59 % | $484 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Federated Investors Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Frontline Ltd | FRO | BM | Transport-Marine | 1,000 | No Change | 0 | 0 % | $23,720 | $23,450 | $-270 | -1.13 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Frontline Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Commerce Bancshares Inckansas City Mo | CBSH | US | Commer Banks-Central Us | 255 | New Holding | 255 | 100 % | $9,736 | $10,032 | $296 | 3.03 % | $296 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Commerce Bancshares Inckansas City Mo |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hershey Cothe | HSY | US | Food-Confectionery | 100 | No Change | 0 | 0 % | $3,953 | $3,762 | $-191 | -4.83 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hershey Cothe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hess Corp | HES | US | Oil Comp-Integrated | 566 | No Change | 0 | 0 % | $31,538 | $32,251 | $713 | 2.26 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hess Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hewlett-Packard Co | HPQ | US | Computers | 688 | Added More | 363 | 111.69 % | $29,873 | $33,822 | $3,949 | 13.21 % | $2,084 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hewlett-Packard Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Highwoods Properties Inc | HIW | US | Reits-Office Property | 300 | No Change | 0 | 0 % | $8,364 | $8,544 | $180 | 2.15 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Highwoods Properties Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Entergy Corp | ETR | US | Electric-Integrated | 4,827 | Sold Some | -50 | -1.02 % | $377,713 | $371,727 | $-5,985 | -1.58 % | $62 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Entergy Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Energy Partners Ltd | EPL | US | Oil Comp-Explor And Prodtn | 0 | Sold All | -200 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Energy Partners Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Energy Transfer Partners Lp | ETP | US | Pipelines | 1,200 | No Change | 0 | 0 % | $55,500 | $52,416 | $-3,084 | -5.55 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Energy Transfer Partners Lp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Belo Corp | BLC | US | Multimedia | 20,000 | New Holding | 20,000 | 100 % | $62,400 | $92,400 | $30,000 | 48.07 % | $30,000 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Belo Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Boardwalk Pipeline Partners Lp | BWP | US | Pipelines | 46,300 | Added More | 6,400 | 16.04 % | $1,088,050 | $1,278,806 | $190,756 | 17.53 % | $26,368 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Boardwalk Pipeline Partners Lp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Federal National Mortgage Association | FNM | US | Finance-Mtge Loan/Banker | 300 | New Holding | 300 | 100 % | $171 | $312 | $141 | 82.45 % | $141 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Federal National Mortgage Association |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fedex Corp | FDX | US | Transport-Services | 0 | Sold All | -1,000 | -100 % | - | - | - | 12.68 % | $-8,680 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fedex Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ferrellgas Partners-Lp | FGP | US | Retail-Propane Distrib | 272 | No Change | 0 | 0 % | $5,179 | $5,658 | $479 | 9.24 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ferrellgas Partners-Lp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fidelity National Information Services Inc | FIS | US | Data Processing/Mgmt | 259 | No Change | 0 | 0 % | $6,307 | $5,817 | $-490 | -7.76 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fidelity National Information Services Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fidelity National Financial Inc | FNF | US | Property/Casualty Ins | 587 | No Change | 0 | 0 % | $8,999 | $7,913 | $-1,086 | -12.06 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fidelity National Financial Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Fluor Corp | FLR | US | Engineering/R And D Services | 950 | New Holding | 950 | 100 % | $51,110 | $43,130 | $-7,980 | -15.61 % | $-7,980 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fluor Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Duke Energy Corp | DUK | US | Electric-Integrated | 7,711 | Added More | 1 | 0.01 % | $120,137 | $123,762 | $3,624 | 3.01 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Duke Energy Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Dun And Bradstreet Corp | DNB | US | Data Processing/Mgmt | 0 | Sold All | -450 | -100 % | - | - | - | 8.80 % | $-2,889 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dun And Bradstreet Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Ensco International Inc | ESV | US | Oil And Gas Drilling | 24,521 | Sold Some | -500 | -1.99 % | $953,622 | $1,177,744 | $224,122 | 23.50 % | $-4,570 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ensco International Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Eastman Kodak Co | EK | US | Photo Equipment And Supplies | 120 | No Change | 0 | 0 % | $485 | $508 | $23 | 4.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eastman Kodak Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Edwards Lifesciences Corp | EW | US | Medical Instruments | 0 | Sold All | -250 | -100 % | - | - | - | 23.16 % | $-3,760 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Edwards Lifesciences Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | El Paso Corp | EP | US | Pipelines | 2,337 | Added More | 1,175 | 101.11 % | $24,375 | $23,136 | $-1,239 | -5.08 % | $-623 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of El Paso Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Google Inc | GOOG | US | Web Portals/Isp | 258 | New Holding | 258 | 100 % | $117,062 | $142,184 | $25,121 | 21.45 % | $25,121 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Google Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Cameron International Corp | CAM | US | Oil Field Mach And Equip | 368 | No Change | 0 | 0 % | $12,733 | $14,440 | $1,708 | 13.41 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cameron International Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Chesapeake Energy Corp | CHK | US | Oil Comp-Explor And Prodtn | 0 | Sold All | -100 | -100 % | - | - | - | 4.08 % | $-95 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Chesapeake Energy Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | China Telecom Corp Ltd | CHA | US | Telecom Services | 200 | No Change | 0 | 0 % | $10,716 | $9,058 | $-1,658 | -15.47 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of China Telecom Corp Ltd |
| 2009-08-04 | 2009-06-30 | 13F-HR | Citigroup Inc | C | US | Finance-Invest Bnkr/Brkr | 34,690 | Added More | 27,923 | 412.63 % | $112,743 | $140,841 | $28,099 | 24.92 % | $22,618 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Citigroup Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Clorox Co | CLX | US | Consumer Products-Misc | 1,100 | Added More | 100 | 10.00 % | $64,625 | $65,923 | $1,298 | 2.00 % | $118 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Clorox Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Coeur Dalene Mines Corp | CDE | US | Precious Metals | 0 | Sold All | -18 | -100 % | - | - | - | 42.30 % | $-119 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Coeur Dalene Mines Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Kraft Foods Inc | KFT | US | Food-Misc/Diversified | 898 | Added More | 423 | 89.05 % | $25,449 | $24,048 | $-1,401 | -5.50 % | $-660 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kraft Foods Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Kroger Cothe | KR | US | Food-Retail | 652 | New Holding | 652 | 100 % | $14,038 | $15,172 | $1,134 | 8.08 % | $1,134 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kroger Cothe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Laboratory Corp Of America Holdings | LH | US | Medical Labs And Testing Srv | 120 | New Holding | 120 | 100 % | $8,140 | $8,610 | $470 | 5.77 % | $470 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Laboratory Corp Of America Holdings |
| 2009-08-04 | 2009-06-30 | 13F-HR | Lasalle Hotel Properties | LHO | US | Reits-Hotels | 347 | New Holding | 347 | 100 % | $5,667 | $6,544 | $878 | 15.49 % | $878 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lasalle Hotel Properties |
| 2009-08-04 | 2009-06-30 | 13F-HR | Leucadia National Corp | LUK | US | Diversified Operations | 142,960 | Added More | 4,916 | 3.56 % | $3,621,177 | $3,260,918 | $-360,259 | -9.94 % | $-12,388 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Leucadia National Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Eli Lilly And Co | LLY | US | Medical-Drugs | 2,740 | No Change | 0 | 0 % | $96,064 | $94,530 | $-1,534 | -1.59 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eli Lilly And Co |
| 2009-08-04 | 2009-06-30 | 13F-HR | Travelers Cos Incthe | TRV | US | Property/Casualty Ins | 0 | Sold All | -7 | -100 % | - | - | - | 12.19 % | $-39 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Travelers Cos Incthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Exelon Corp | EXC | US | Electric-Integrated | 1,308 | Added More | 326 | 33.19 % | $66,603 | $61,084 | $-5,520 | -8.28 % | $-1,376 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Exelon Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 833 | No Change | 0 | 0 % | $62,867 | $61,450 | $-1,416 | -2.25 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lockheed Martin Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Lowes Cos Inc | LOW | US | Retail-Building Products | 1,500 | New Holding | 1,500 | 100 % | $33,915 | $31,410 | $-2,505 | -7.38 % | $-2,505 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lowes Cos Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Mdu Resources Group Inc | MDU | US | Electric-Integrated | 779 | New Holding | 779 | 100 % | $16,242 | $16,881 | $639 | 3.93 % | $639 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mdu Resources Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Mgic Investment Corp | MTG | US | Financial Guarantee Ins | 0 | Sold All | -50 | -100 % | - | - | - | -34.68 % | $124 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mgic Investment Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Manpower Inc | MAN | US | Human Resources | 0 | Sold All | -600 | -100 % | - | - | - | -1.87 % | $576 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Manpower Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Marathon Oil Corp | MRO | US | Oil Comp-Integrated | 3,700 | Added More | 300 | 8.82 % | $120,139 | $124,616 | $4,477 | 3.72 % | $363 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marathon Oil Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Marriott International Incde | MAR | US | Hotels And Motels | 920 | Added More | 120 | 15.00 % | $21,344 | $24,040 | $2,696 | 12.62 % | $352 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marriott International Incde |
| 2009-08-04 | 2009-06-30 | 13F-HR | Martin Marietta Materials Inc | MLM | US | Bldg Prod-Cement/Aggreg | 283 | No Change | 0 | 0 % | $25,278 | $23,735 | $-1,542 | -6.10 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Martin Marietta Materials Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hospira Inc | HSP | US | Drug Delivery Systems | 60 | No Change | 0 | 0 % | $2,378 | $2,795 | $417 | 17.53 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hospira Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | International Game Technology | IGT | US | Casino Services | 10 | Sold Some | -1,000 | -99.00 % | $206 | $202 | $-4 | -2.08 % | $430 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of International Game Technology |
| 2009-08-04 | 2009-06-30 | 13F-HR | Investment Technology Group Inc | ITG | US | Finance-Invest Bnkr/Brkr | 136 | New Holding | 136 | 100 % | $3,146 | $2,757 | $-389 | -12.36 % | $-389 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Investment Technology Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Jarden Corp | JAH | US | Consumer Products-Misc | 18 | New Holding | 18 | 100 % | $451 | $483 | $32 | 6.98 % | $32 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jarden Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Johnson And Johnson | JNJ | US | Medical Products | 19,689 | Added More | 4,973 | 33.79 % | $1,202,210 | $1,187,247 | $-14,964 | -1.24 % | $-3,779 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Johnson And Johnson |
| 2009-08-04 | 2009-06-30 | 13F-HR | Jones Lang Lasalle Inc | JLL | US | Real Estate Mgmnt/Servic | 15 | New Holding | 15 | 100 % | $597 | $754 | $157 | 26.23 % | $157 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jones Lang Lasalle Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Gamestop Corp | GME | US | Retail-Computer Equip | 200 | New Holding | 200 | 100 % | $4,884 | $4,926 | $42 | 0.85 % | $42 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gamestop Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Gannett Co Inc | GCI | US | Publishing-Newspapers | 3,570 | Added More | 1,600 | 81.21 % | $26,704 | $37,556 | $10,853 | 40.64 % | $4,864 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gannett Co Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Gap Incthe | GPS | US | Retail-Apparel/Shoe | 990 | New Holding | 990 | 100 % | $16,493 | $22,800 | $6,306 | 38.23 % | $6,306 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gap Incthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | General Motors Corp | GM | US | Auto-Cars/Light Trucks | 0 | Sold All | -201 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of General Motors Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Comerica Inc | CMA | US | Super-Regional Banks-Us | 455 | New Holding | 455 | 100 % | $11,625 | $12,544 | $919 | 7.90 % | $919 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Comerica Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Conagra Foods Inc | CAG | US | Food-Misc/Diversified | 351 | No Change | 0 | 0 % | $6,932 | $7,511 | $579 | 8.35 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Conagra Foods Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Conocophillips | COP | US | Oil Comp-Integrated | 5,529 | Added More | 1,542 | 38.67 % | $247,976 | $288,116 | $40,141 | 16.18 % | $11,195 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Conocophillips |
| 2009-08-04 | 2009-06-30 | 13F-HR | Nordstrom Inc | JWN | US | Retail-Apparel/Shoe | 1,500 | Added More | 1,300 | 650.00 % | $40,695 | $50,895 | $10,200 | 25.06 % | $8,840 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nordstrom Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Jc Penney Co Inc | JCP | US | Retail-Major Dept Store | 304 | New Holding | 304 | 100 % | $9,436 | $9,278 | $-158 | -1.67 % | $-158 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jc Penney Co Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Genworth Financial Inc | GNW | US | Multi-Line Insurance | 1,722 | No Change | 0 | 0 % | $12,278 | $18,270 | $5,993 | 48.80 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Genworth Financial Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Goldman Sachs Group Incthe | GS | US | Finance-Invest Bnkr/Brkr | 58 | Added More | 8 | 16.00 % | $9,580 | $9,963 | $383 | 4.00 % | $53 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Goldman Sachs Group Incthe |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hni Corp | HNI | US | Office Furnishings-Orig | 1,400 | No Change | 0 | 0 % | $31,836 | $38,570 | $6,734 | 21.15 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hni Corp |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hanesbrands Inc | HBI | US | Retail-Apparel/Shoe | 60 | No Change | 0 | 0 % | $1,214 | $1,502 | $289 | 23.77 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hanesbrands Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hartford Financial Services Group Inc | HIG | US | Multi-Line Insurance | 3,179 | Sold Some | -1,000 | -23.92 % | $51,754 | $76,582 | $24,828 | 47.97 % | $-7,810 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hartford Financial Services Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Hawaiian Electric Industries Inc | HE | US | Electric-Integrated | 288 | No Change | 0 | 0 % | $5,152 | $5,437 | $285 | 5.53 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hawaiian Electric Industries Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Portugal Telecom Sgps Sa | PT | US | Telephone-Integrated | 200 | No Change | 0 | 0 % | $2,064 | $2,420 | $356 | 17.24 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Portugal Telecom Sgps Sa |
| 2009-08-04 | 2009-06-30 | 13F-HR | Principal Financial Group Inc | PFG | US | Life/Health Insurance | 177 | No Change | 0 | 0 % | $4,483 | $4,551 | $67 | 1.50 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Principal Financial Group Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Toll Brothers Inc | TOL | US | Bldg-Residential/Commer | 510 | New Holding | 510 | 100 % | $10,475 | $9,251 | $-1,224 | -11.68 % | $-1,224 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Toll Brothers Inc |
| 2009-08-04 | 2009-06-30 | 13F-HR | Westamerica Bancorporation | WABC | US | Commer Banks-Western Us | 71,451 | No Change | 0 | 0 % | $3,831,917 | $3,438,222 | $-393,695 | -10.27 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Westamerica Bancorporation |
| 2009-08-04 | 2009-06-30 | 13F-HR | Gold Fields Ltd | GFI | US | Gold Mining | 694 | No Change | 0 | 0 % | $8,737 | $9,716 | $979 | 11.19 % | $0 | | | | | | News Article |
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