| 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 |
|---|
| 2009-11-16 | 2009-09-30 | 13F-HR | Colgate-Palmolive Co | CL | US | Cosmetics And Toiletries | 2,529 | Added More | 969 | 62.11 % | $208,390 | $212,360 | $3,971 | 1.90 % | $1,521 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Colgate-Palmolive Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Banco Santander Sa | STD | US | Commer Banks Non-Us | 1,037 | New Holding | 1,037 | 100 % | $18,199 | $17,598 | $-601 | -3.30 % | $-601 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Banco Santander Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hsbc Holdings Plc | HBC | FR | Commer Banks Non-Us | 370 | Added More | 235 | 174.07 % | $23,662 | $22,537 | $-1,125 | -4.75 % | $-714 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hsbc Holdings Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Vivo Participacoes Sa | VIV | BR | Cellular Telecom | 85 | New Holding | 85 | 100 % | $2,587 | $2,452 | $-134 | -5.19 % | $-134 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vivo Participacoes Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dte Energy | DTE | US | Unknown | 500 | New Holding | 500 | 100 % | $20,100 | $19,840 | $-260 | -1.29 % | $-260 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dte Energy |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | PNC | US | Super-Regional Banks-Us | 119 | Added More | 108 | 981.81 % | $6,562 | $6,526 | $-36 | -0.54 % | $-32 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pnc Financial Services Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cisco Systems Inc | CSCO | US | Networking Products | 26,846 | Added More | 9,044 | 50.80 % | $640,814 | $629,807 | $-11,007 | -1.71 % | $-3,708 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cisco Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sealed Air Corp | SEE | US | Containers-Paper/Plastic | 6,932 | Added More | 2,244 | 47.86 % | $155,346 | $153,544 | $-1,802 | -1.16 % | $-583 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sealed Air Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Centrais Eletricas Brasileiras Sa | CAIGY.PK | US | Electric-Integrated | 135 | Sold Some | -144 | -51.61 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Centrais Eletricas Brasileiras Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tim Hortons Inc | THI | US | Retail-Restaurants | 43 | No Change | 0 | 0 % | $1,304 | $1,252 | $-52 | -4.02 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tim Hortons Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Covanta Holding Corp | CVA | US | Energy-Alternate Sources | 40,220 | No Change | 0 | 0 % | $704,654 | $674,892 | $-29,763 | -4.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Covanta Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mcdermott International Inc | MDR | US | Engineering/R And D Services | 9,810 | Sold Some | -1,760 | -15.21 % | $227,592 | $211,798 | $-15,794 | -6.93 % | $2,834 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mcdermott International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Allied World Assurance Co Holdings Ltd | AWH | BM | Reinsurance | 330 | Added More | 65 | 24.52 % | $16,025 | $15,781 | $-244 | -1.52 % | $-48 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Allied World Assurance Co Holdings Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Trex Co Inc | TWP | US | Bldg And Construct Prod-Misc | 80 | No Change | 0 | 0 % | $1,422 | $1,604 | $182 | 12.83 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Trex Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alanco Technologies Inc | ALAN | US | Electronic Secur Devices | 1,620 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alanco Technologies Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rpm International Inc | RPM | KY | Coatings/Paint | 264 | No Change | 0 | 0 % | $5,280 | $5,230 | $-50 | -0.95 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rpm International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Westar Energy Inc | WR | US | Electric-Integrated | 0 | Sold All | -2,139 | -100 % | - | - | - | -0.34 % | $150 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Westar Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Golden Star Resources Ltd | GSS | BE | Gold Mining | 1,000 | No Change | 0 | 0 % | $3,640 | $3,460 | $-180 | -4.94 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Golden Star Resources Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Harley-Davidson Inc | HOG | US | Motorcycle/Motor Scooter | 1,057 | Added More | 1,054 | 35133.33 % | $29,797 | $29,427 | $-370 | -1.24 % | $-369 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Harley-Davidson Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Centerpoint Energy Inc | CNP | US | Electric-Integrated | 789 | No Change | 0 | 0 % | $10,154 | $10,076 | $-79 | -0.77 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Centerpoint Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Salem Communications Corp | SALM | US | Radio | 3,000 | No Change | 0 | 0 % | $12,570 | $15,900 | $3,330 | 26.49 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Salem Communications Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Penske Auto Group Inc | PAG | US | Retail-Automobile | 94 | Sold Some | -176 | -65.18 % | $1,563 | $1,475 | $-88 | -5.65 % | $165 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Penske Auto Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 0 | Sold All | -312 | -100 % | - | - | - | -1.95 % | $222 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Suncor Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | City National Corpca | CYN | US | Commer Banks-Western Us | 44 | New Holding | 44 | 100 % | $1,670 | $1,676 | $6 | 0.34 % | $6 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of City National Corpca |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jacobs Engineering Group Inc | JEC | US | Engineering/R And D Services | 1,183 | Added More | 1,103 | 1378.75 % | $53,815 | $43,286 | $-10,529 | -19.56 % | $-9,817 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jacobs Engineering Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | MS | US | Finance-Invest Bnkr/Brkr | 640 | New Holding | 640 | 100 % | $21,907 | $20,544 | $-1,363 | -6.22 % | $-1,363 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Morgan Stanley |
| 2009-11-16 | 2009-09-30 | 13F-HR | Globalstar Inc | GSAT | US | Satellite Telecom | 192 | No Change | 0 | 0 % | $146 | $167 | $21 | 14.47 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Globalstar Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Thermo Fisher Scientific Inc | TMO | US | Instruments-Scientific | 0 | Sold All | -142 | -100 % | - | - | - | 2.32 % | $-151 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Thermo Fisher Scientific Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | National Bank Of Greece Sa | NBG | GR | Commer Banks Non-Us | 844 | Added More | 322 | 61.68 % | $5,866 | $5,672 | $-194 | -3.30 % | $-74 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of National Bank Of Greece Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Telefonos De Mexico Sab De Cv | TMX | US | Telephone-Integrated | 45 | New Holding | 45 | 100 % | $814 | $786 | $-28 | -3.48 % | $-28 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Telefonos De Mexico Sab De Cv |
| 2009-11-16 | 2009-09-30 | 13F-HR | Iacinteractivecorp | IACI | US | E-Commerce/Services | 1,525 | Added More | 800 | 110.34 % | $30,393 | $29,600 | $-793 | -2.60 % | $-416 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Iacinteractivecorp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ship Finance International Ltd | SFL | BE | Transport-Marine | 380 | No Change | 0 | 0 % | $4,712 | $4,765 | $53 | 1.12 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ship Finance International Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pennsylvania Real Estate Investment Trust | PEI | US | Reits-Regional Malls | 753 | No Change | 0 | 0 % | $5,994 | $5,542 | $-452 | -7.53 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pennsylvania Real Estate Investment Trust |
| 2009-11-16 | 2009-09-30 | 13F-HR | Atwood Oceanics Inc | ATW | US | Oil And Gas Drilling | 36,800 | No Change | 0 | 0 % | $1,472,736 | $1,361,232 | $-111,504 | -7.57 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Atwood Oceanics Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Broadway Financial Corpdel | BYFC | US | S And L/Thrifts-Western Us | 500 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Broadway Financial Corpdel |
| 2009-11-16 | 2009-09-30 | 13F-HR | Coca Cola Hellenic Bottling Co Sa | CCH | DE | Beverages-Non-Alcoholic | 45 | New Holding | 45 | 100 % | $1,169 | $1,125 | $-44 | -3.73 % | $-44 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Coca Cola Hellenic Bottling Co Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Heckmann Corp | HEK | US | Specified Purpose Acquis | 8,000 | No Change | 0 | 0 % | $34,880 | $33,360 | $-1,520 | -4.35 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Heckmann Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fronteer Development Group Inc | FRG | US | Diversified Minerals | 200 | No Change | 0 | 0 % | $882 | $886 | $4 | 0.45 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fronteer Development Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Icahn Enterprises Lp | IEP | US | Diversified Operations | 3,274 | No Change | 0 | 0 % | $131,287 | $127,882 | $-3,405 | -2.59 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Icahn Enterprises Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Blount International Inc | BLT | US | Diversified Manufact Op | 4,543 | No Change | 0 | 0 % | $45,430 | $44,203 | $-1,227 | -2.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Blount International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Eni Spa | E | IT | Oil Comp-Integrated | 287 | Added More | 172 | 149.56 % | $15,027 | $14,416 | $-611 | -4.06 % | $-366 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eni Spa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Oge Energy Corp | OGE | US | Electric-Integrated | 1,080 | No Change | 0 | 0 % | $37,044 | $36,720 | $-324 | -0.87 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Oge Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hythiam Inc | HYTM | US | Medical-Outptnt/Home Med | 100 | No Change | 0 | 0 % | $40 | $34 | $-6 | -15.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hythiam Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hansen Medical Inc | HNSN | US | Diagnostic Equipment | 750 | No Change | 0 | 0 % | $2,048 | $2,025 | $-23 | -1.09 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hansen Medical Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | First Solar Inc | FSLR | US | Energy-Alternate Sources | 24 | Sold Some | -90 | -78.94 % | $2,962 | $2,908 | $-54 | -1.80 % | $201 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of First Solar Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Genoptix Inc | GXDX | US | Medical Labs And Testing Srv | 1,500 | Added More | 500 | 50.00 % | $54,345 | $54,690 | $345 | 0.63 % | $115 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Genoptix Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Agfeed Industries Inc | FEED | US | Pastoral And Agricultural | 5,000 | New Holding | 5,000 | 100 % | $21,750 | $21,450 | $-300 | -1.37 % | $-300 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Agfeed Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Capital Southwest Corp | CSWC | US | Investment Companies | 400 | Added More | 200 | 100.00 % | $31,328 | $30,600 | $-728 | -2.32 % | $-364 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Capital Southwest Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Central Valley Community Bancorp | CVCY | US | Commer Banks-Western Us | 2,003 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Central Valley Community Bancorp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Daily Journal Corp | DJCO | US | Publishing-Newspapers | 228 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Daily Journal Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Clean Energy Fuels Corp | CLNE | US | Energy-Alternate Sources | 2,000 | New Holding | 2,000 | 100 % | $25,280 | $24,000 | $-1,280 | -5.06 % | $-1,280 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Clean Energy Fuels Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Concur Technologies Inc | CNQR | US | Enterprise Software/Serv | 100 | No Change | 0 | 0 % | $4,092 | $3,703 | $-389 | -9.50 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Concur Technologies Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cowen Group Inc | COWN | US | Finance-Invest Bnkr/Brkr | 2,000 | New Holding | 2,000 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cowen Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Capstone Turbine Corp | CPST | US | Power Conv/Supply Equip | 785 | No Change | 0 | 0 % | $934 | $989 | $55 | 5.88 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Capstone Turbine Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ark Restaurants Corp | ARKR | US | Retail-Restaurants | 602 | No Change | 0 | 0 % | $7,952 | $8,001 | $48 | 0.60 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ark Restaurants Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Altera Corp | ALTR | US | Electronic Compo-Semicon | 60,800 | No Change | 0 | 0 % | $1,299,296 | $1,256,736 | $-42,560 | -3.27 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Altera Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Brocade Communications Systems Inc | BRCD | US | Computers-Integrated Sys | 100 | No Change | 0 | 0 % | $815 | $801 | $-14 | -1.71 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Brocade Communications Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cephalon Inc | CEPH | US | Medical-Drugs | 41 | No Change | 0 | 0 % | $2,469 | $2,444 | $-25 | -0.99 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cephalon Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Asml Holding Nv | ASML | US | Semiconductor Equipment | 135 | Sold Some | -520 | -79.38 % | $4,243 | $4,068 | $-176 | -4.13 % | $676 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Asml Holding Nv |
| 2009-11-16 | 2009-09-30 | 13F-HR | Align Technology Inc | ALGN | US | Dental Supplies And Equip | 50 | No Change | 0 | 0 % | $840 | $777 | $-63 | -7.44 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Align Technology Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Weyerhaeuser Co | WY | US | Forestry | 995 | Sold Some | -329 | -24.84 % | $39,392 | $37,671 | $-1,721 | -4.36 % | $569 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Weyerhaeuser Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | United Technologies Corp | UTX | US | Aerospace/Defense-Equip | 2,104 | Added More | 1,254 | 147.52 % | $145,891 | $143,009 | $-2,882 | -1.97 % | $-1,718 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of United Technologies Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Republic Services Inc | RSG | US | Non-Hazardous Waste Disp | 183 | No Change | 0 | 0 % | $5,119 | $5,014 | $-104 | -2.03 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Republic Services Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Redwood Trust Inc | RWT | US | Reits-Mortgage | 9,650 | No Change | 0 | 0 % | $135,583 | $137,609 | $2,027 | 1.49 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Redwood Trust Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Valero Energy Corp | VLO | US | Oil Refining And Marketing | 3,300 | Added More | 2,300 | 230.00 % | $56,331 | $54,351 | $-1,980 | -3.51 % | $-1,380 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Valero Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wisconsin Energy Corp | WEC | US | Electric-Integrated | 500 | No Change | 0 | 0 % | $22,455 | $22,550 | $95 | 0.42 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wisconsin Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rayonier Inc | RYN | US | Paper And Related Products | 0 | Sold All | -13,499 | -100 % | - | - | - | -3.46 % | $19,169 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rayonier Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Satyam Computer Services Ltd | SAY | US | Applications Software | 35 | No Change | 0 | 0 % | $183 | $180 | $-4 | -1.91 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Satyam Computer Services Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Smith International Inc | SII | US | Oil-Field Services | 1,500 | Added More | 1,000 | 200.00 % | $46,140 | $40,455 | $-5,685 | -12.32 % | $-3,790 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Smith International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sk Telecom Co Ltd | SKM | US | Cellular Telecom | 769 | Sold Some | -676 | -46.78 % | $13,373 | $13,204 | $-169 | -1.26 % | $149 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sk Telecom Co Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Saks Inc | SKS | US | Retail-Major Dept Store | 200 | No Change | 0 | 0 % | $1,282 | $1,342 | $60 | 4.68 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Saks Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 851 | New Holding | 851 | 100 % | $22,968 | $23,190 | $221 | 0.96 % | $221 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sun Life Financial Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Smith And Nephew Plc | SNN | US | Medical Products | 330 | Added More | 125 | 60.97 % | $16,061 | $15,685 | $-376 | -2.34 % | $-143 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Smith And Nephew Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Simon Property Group Inc | SPG | US | Reits-Regional Malls | 412 | Added More | 12 | 3.00 % | $30,352 | $29,895 | $-457 | -1.50 % | $-13 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Simon Property Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sociedad Quimica Y Minera De Chile Sa | SQM | US | Chemicals-Diversified | 46 | New Holding | 46 | 100 % | $1,812 | $1,807 | $-5 | -0.27 % | $-5 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sociedad Quimica Y Minera De Chile Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Superior Industries International Inc | SUP | US | Auto/Trk Prts And Equip-Orig | 1,200 | No Change | 0 | 0 % | $18,252 | $17,988 | $-264 | -1.44 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Superior Industries International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Comcast Corp | CCT | US | Unknown | 10,940 | Added More | 4,687 | 74.95 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Comcast Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Comcast Corp | CCT | US | Unknown | 10,940 | Sold Some | -49 | -0.44 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Comcast Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Comcast Corp | CCT | US | Unknown | 11,753 | Added More | 5,500 | 87.95 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Comcast Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Comcast Corp | CCT | US | Unknown | 11,753 | Added More | 764 | 6.95 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Comcast Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Warner Music Group Corp | WMG | US | Music | 250 | New Holding | 250 | 100 % | $1,745 | $1,700 | $-45 | -2.57 % | $-45 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Warner Music Group Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Supervalu Inc | SVU | US | Food-Retail | 132 | Added More | 88 | 200.00 % | $2,087 | $1,972 | $-115 | -5.50 % | $-77 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Supervalu Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Waste Management Inc | WMI | US | Non-Hazardous Waste Disp | 2,341 | New Holding | 2,341 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Waste Management Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Western Refining Inc | WNR | US | Oil Refining And Marketing | 3,500 | New Holding | 3,500 | 100 % | $17,150 | $16,065 | $-1,085 | -6.32 % | $-1,085 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Western Refining Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alaska Communications Systems Group Inc | ALSK | US | Telephone-Integrated | 3,000 | New Holding | 3,000 | 100 % | $19,950 | $20,340 | $390 | 1.95 % | $390 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alaska Communications Systems Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fomento Economico Mexicano Sab De Cv | FMX | MX | Brewery | 22 | New Holding | 22 | 100 % | $970 | $957 | $-13 | -1.31 % | $-13 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fomento Economico Mexicano Sab De Cv |
| 2009-11-16 | 2009-09-30 | 13F-HR | Forest Laboratories Inc | FRX | US | Medical-Drugs | 3,280 | Added More | 1,230 | 60.00 % | $95,022 | $96,990 | $1,968 | 2.07 % | $738 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Forest Laboratories Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gafisa Sa | GFA | BR | Bldg-Residential/Commer | 54 | New Holding | 54 | 100 % | $1,860 | $1,802 | $-58 | -3.13 % | $-58 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gafisa Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Encana Corp | ECA | BE | Oil Comp-Explor And Prodtn | 99 | New Holding | 99 | 100 % | $5,458 | $5,227 | $-231 | -4.22 % | $-231 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Encana Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Empire District Electric Cothe | EDE | US | Electric-Integrated | 1,000 | No Change | 0 | 0 % | $18,360 | $18,180 | $-180 | -0.98 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Empire District Electric Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Edison International | EIX | US | Electric-Integrated | 6,841 | Sold Some | -908 | -11.71 % | $229,858 | $226,027 | $-3,831 | -1.66 % | $508 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Edison International |
| 2009-11-16 | 2009-09-30 | 13F-HR | Equity One Inc | EQY | US | Reits-Shopping Centers | 5,158 | No Change | 0 | 0 % | $82,528 | $80,877 | $-1,651 | -2.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Equity One Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Carlisle Cos Inc | CSL | US | Diversified Manufact Op | 1,500 | No Change | 0 | 0 % | $50,580 | $49,020 | $-1,560 | -3.08 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Carlisle Cos Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cbs Corp | CBS | US | Television | 30 | No Change | 0 | 0 % | $412 | $385 | $-27 | -6.55 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cbs Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cbs Corp | CBS | US | Television | 30 | Sold Some | -962 | -96.97 % | $412 | $385 | $-27 | -6.55 % | $866 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cbs Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cbs Corp | CBS | US | Television | 1,268 | Added More | 1,238 | 4126.66 % | $17,422 | $16,281 | $-1,141 | -6.55 % | $-1,114 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cbs Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cbs Corp | CBS | US | Television | 1,268 | Added More | 276 | 27.82 % | $17,422 | $16,281 | $-1,141 | -6.55 % | $-248 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cbs Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | China Mobile Ltd | CHL | US | Cellular Telecom | 234 | Added More | 34 | 17.00 % | $11,305 | $11,576 | $271 | 2.40 % | $39 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of China Mobile Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ashland Inc | ASH | US | Chemicals-Specialty | 27 | New Holding | 27 | 100 % | $1,038 | $964 | $-74 | -7.12 % | $-74 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ashland Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Avx Corp | AVX | US | Electronic Compo-Misc | 400 | No Change | 0 | 0 % | $4,928 | $4,844 | $-84 | -1.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Avx Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Astrazeneca Plc | AZN | IT | Medical-Drugs | 299 | Added More | 118 | 65.19 % | $13,814 | $13,401 | $-413 | -2.98 % | $-163 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Astrazeneca Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Baxter International Inc | BAX | US | Medical Products | 849 | Added More | 349 | 69.80 % | $46,568 | $46,126 | $-441 | -0.94 % | $-181 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Baxter International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pinnacle West Capital Corp | PNW | US | Electric-Integrated | 2,200 | Sold Some | -200 | -8.33 % | $73,942 | $74,866 | $924 | 1.24 % | $-84 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pinnacle West Capital Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Potash Corp Of Saskatchewan | POT | CA | Agricultural Chemicals | 60 | New Holding | 60 | 100 % | $6,251 | $6,882 | $631 | 10.09 % | $631 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Potash Corp Of Saskatchewan |
| 2009-11-16 | 2009-09-30 | 13F-HR | Royal Caribbean Cruises Ltd | RCL | LR | Cruise Lines | 400 | No Change | 0 | 0 % | $9,628 | $9,420 | $-208 | -2.16 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Caribbean Cruises Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Plains All American Pipeline Lp | PAA | US | Pipelines | 700 | No Change | 0 | 0 % | $35,168 | $35,007 | $-161 | -0.45 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Plains All American Pipeline Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Precision Castparts Corp | PCP | US | Metal Processors And Fabrica | 75 | Added More | 23 | 44.23 % | $7,976 | $7,740 | $-236 | -2.95 % | $-72 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Precision Castparts Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pride International Inc | PDE | US | Oil And Gas Drilling | 59 | New Holding | 59 | 100 % | $1,967 | $1,841 | $-126 | -6.38 % | $-126 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pride International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Public Service Enterprise Group Inc | PEG | US | Electric-Integrated | 2,196 | Sold Some | -100 | -4.35 % | $69,657 | $68,186 | $-1,471 | -2.11 % | $67 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Public Service Enterprise Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Martha Stewart Living Omnimedia | MSO | US | Multimedia | 200 | New Holding | 200 | 100 % | $1,056 | $986 | $-70 | -6.62 % | $-70 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Martha Stewart Living Omnimedia |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kingsway Financial Services Inc | KFS | CA | Property/Casualty Ins | 1,000 | No Change | 0 | 0 % | $2,770 | $1,680 | $-1,090 | -39.35 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kingsway Financial Services Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mosaic Cothe | MOS | US | Agricultural Chemicals | 230 | Added More | 27 | 13.30 % | $11,475 | $12,721 | $1,247 | 10.86 % | $146 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mosaic Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Petroleo Brasileiro Sa | PBR | US | Oil Comp-Integrated | 876 | Added More | 347 | 65.59 % | $44,632 | $43,853 | $-780 | -1.74 % | $-309 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Petroleo Brasileiro Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Marvel Entertainment Inc | MVL | US | Toys | 75 | No Change | 0 | 0 % | $3,935 | $3,887 | $-47 | -1.20 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marvel Entertainment Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ncr Corp | NCR | US | Computers-Integrated Sys | 90 | New Holding | 90 | 100 % | $936 | $910 | $-26 | -2.78 % | $-26 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ncr Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Newmont Mining Corp | NEM | AU | Gold Mining | 1,240 | Sold Some | -250 | -16.77 % | $64,964 | $64,802 | $-161 | -0.24 % | $33 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Newmont Mining Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Newfield Exploration Co | NFX | US | Oil Comp-Explor And Prodtn | 28 | New Holding | 28 | 100 % | $1,270 | $1,151 | $-119 | -9.34 % | $-119 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Newfield Exploration Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Humana Inc | HUM | US | Medical-Hmo | 413 | No Change | 0 | 0 % | $17,078 | $16,702 | $-376 | -2.20 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Humana Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Willis Group Holdings Ltd | WSH | BM | Insurance Brokers | 59 | New Holding | 59 | 100 % | $1,664 | $1,634 | $-30 | -1.80 % | $-30 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Willis Group Holdings Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Digital Power Corpunited States | DPW | KR | Power Conv/Supply Equip | 300 | New Holding | 300 | 100 % | $390 | $426 | $36 | 9.23 % | $36 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Digital Power Corpunited States |
| 2009-11-16 | 2009-09-30 | 13F-HR | Continucare Corp | CNU | US | Medical-Outptnt/Home Med | 10,000 | No Change | 0 | 0 % | $31,700 | $30,800 | $-900 | -2.83 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Continucare Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bj Services Co | BJS | US | Oil-Field Services | 2,481 | No Change | 0 | 0 % | $49,099 | $46,395 | $-2,704 | -5.50 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bj Services Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Banco Latinoamericano De Exportaciones Sa | BLX | US | Commer Banks Non-Us | 2,000 | No Change | 0 | 0 % | $29,080 | $28,440 | $-640 | -2.20 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Banco Latinoamericano De Exportaciones Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bmc Software Inc | BMC | US | Enterprise Software/Serv | 26 | New Holding | 26 | 100 % | $1,022 | $1,005 | $-17 | -1.67 % | $-17 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bmc Software Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mhi Hospitality Corp | MDH | US | Reits-Hotels | 2,100 | No Change | 0 | 0 % | $3,318 | $3,318 | $0 | 0.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mhi Hospitality Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Procera Networks Inc | PKT | US | Networking Products | 42,900 | No Change | 0 | 0 % | $21,021 | $21,879 | $858 | 4.08 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Procera Networks Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Trinity Industries Inc | TRN | US | Diversified Manufact Op | 1,100 | No Change | 0 | 0 % | $21,340 | $20,482 | $-858 | -4.02 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Trinity Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Taiwan Semiconductor Manufacturing Co Ltd | TSM | TW | Semicon Compo-Intg Circu | 3,154 | Added More | 1,096 | 53.25 % | $34,063 | $32,770 | $-1,293 | -3.79 % | $-449 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Taiwan Semiconductor Manufacturing Co Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bp Plc | BP | DE | Oil Comp-Integrated | 13,315 | Added More | 4,162 | 45.47 % | $789,047 | $770,006 | $-19,040 | -2.41 % | $-5,952 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bp Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Grupo Televisa Sa | TV | MX | Broadcast Serv/Program | 1,889 | Added More | 1,434 | 315.16 % | $41,804 | $39,216 | $-2,588 | -6.19 % | $-1,965 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Grupo Televisa Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lml Payment Systems Inc | LMLP | KR | Commercial Serv-Finance | 11 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lml Payment Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Transglobe Energy Corp | TGA | CA | Oil Comp-Explor And Prodtn | 1,000 | No Change | 0 | 0 % | $3,590 | $3,550 | $-40 | -1.11 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Transglobe Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Natural Alternatives International Inc | NAII | US | Vitamins And Nutrition Prod | 1,500 | No Change | 0 | 0 % | $10,935 | $10,875 | $-60 | -0.54 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Natural Alternatives International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sunpower Corp | SPWR | US | Energy-Alternate Sources | 5 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sunpower Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Liberty Media Corp - Capital | LCAPB | US | Broadcast Serv/Program | 9,776 | Sold Some | -1,006 | -9.33 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Liberty Media Corp - Capital |
| 2009-11-16 | 2009-09-30 | 13F-HR | Osi Systems Inc | OSIS | US | Electronic Compo-Misc | 500 | No Change | 0 | 0 % | $9,925 | $9,575 | $-350 | -3.52 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Osi Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pico Holdings Inc | PICO | US | Water | 1,330 | No Change | 0 | 0 % | $44,462 | $41,376 | $-3,086 | -6.93 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pico Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Telik Inc | TELK | US | Medical-Biomedical/Gene | 190 | No Change | 0 | 0 % | $154 | $148 | $-6 | -3.70 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Telik Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tivo Inc | TIVO | US | Audio/Video Products | 700 | Sold Some | -2,500 | -78.12 % | $7,847 | $7,462 | $-385 | -4.90 % | $1,375 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tivo Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Prg-Schultz International Inc | PRGX | US | Commercial Serv-Finance | 15 | No Change | 0 | 0 % | $73 | $71 | $-2 | -2.26 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Prg-Schultz International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Internap Network Services Corp | INAP | US | Internet Connectiv Svcs | 5 | No Change | 0 | 0 % | $18 | $19 | $1 | 5.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Internap Network Services Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Southern Union Co | SUG | US | Gas-Distribution | 4,464 | No Change | 0 | 0 % | $91,646 | $88,075 | $-3,571 | -3.89 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Southern Union Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lsi Corp | LSI | US | Electronic Compo-Semicon | 562 | Added More | 32 | 6.03 % | $3,254 | $3,074 | $-180 | -5.52 % | $-10 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lsi Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Telecom Italia Spa | TI | IT | Telephone-Integrated | 607 | Added More | 452 | 291.61 % | $10,319 | $9,924 | $-395 | -3.82 % | $-294 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Telecom Italia Spa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sycamore Networks Inc | SCMR | US | Telecom Eq Fiber Optics | 20,750 | No Change | 0 | 0 % | $61,005 | $60,175 | $-830 | -1.36 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sycamore Networks Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Zhone Technologies Inc | ZHNE | US | Networking Products | 4,000 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Zhone Technologies Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Stmicroelectronics Nv | STM | US | Electronic Compo-Semicon | 360 | Added More | 260 | 260.00 % | $3,164 | $2,992 | $-173 | -5.46 % | $-125 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Stmicroelectronics Nv |
| 2009-11-16 | 2009-09-30 | 13F-HR | Statoilhydro Asa | STO | NO | Oil Comp-Integrated | 139 | Added More | 89 | 178.00 % | $3,643 | $3,538 | $-106 | -2.89 % | $-68 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Statoilhydro Asa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Progressive Corpthe | PGR | US | Property/Casualty Ins | 2,727 | New Holding | 2,727 | 100 % | $46,741 | $45,950 | $-791 | -1.69 % | $-791 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Progressive Corpthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Koninklijke Philips Electronics Nv | PHG | US | Electronic Compo-Misc | 861 | Added More | 196 | 29.47 % | $24,125 | $23,040 | $-1,085 | -4.49 % | $-247 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Koninklijke Philips Electronics Nv |
| 2009-11-16 | 2009-09-30 | 13F-HR | Philippine Long Distance Telephone Co | PHI | PH | Telephone-Integrated | 33 | New Holding | 33 | 100 % | $1,800 | $1,813 | $13 | 0.71 % | $13 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Philippine Long Distance Telephone Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Piper Jaffray Cos | PJC | US | Finance-Invest Bnkr/Brkr | 268 | No Change | 0 | 0 % | $12,473 | $11,974 | $-498 | -3.99 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Piper Jaffray Cos |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pall Corp | PLL | US | Filtration/Separat Prod | 1,492 | Added More | 367 | 32.62 % | $52,026 | $48,117 | $-3,909 | -7.51 % | $-962 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pall Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pactiv Corp | PTV | US | Containers-Paper/Plastic | 372 | No Change | 0 | 0 % | $8,954 | $8,742 | $-212 | -2.36 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pactiv Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mizuho Financial Group Inc | MFG | JP | Commer Banks Non-Us | 653 | Added More | 393 | 151.15 % | $2,553 | $2,312 | $-242 | -9.46 % | $-145 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mizuho Financial Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Magna International Inc | MGA | CA | Auto/Trk Prts And Equip-Orig | 0 | Sold All | -175 | -100 % | - | - | - | -3.80 % | $343 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Magna International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | International Paper Co | IP | US | Paper And Related Products | 302 | No Change | 0 | 0 % | $7,671 | $7,517 | $-154 | -2.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of International Paper Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jefferies Group Inc | JEF | US | Finance-Invest Bnkr/Brkr | 4,615 | Added More | 115 | 2.55 % | $129,958 | $122,621 | $-7,338 | -5.64 % | $-183 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jefferies Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mckesson Corp | MCK | US | Health Care Cost Contain | 597 | Added More | 90 | 17.75 % | $38,387 | $37,683 | $-704 | -1.83 % | $-106 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mckesson Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Acme Packet Inc | APKT | US | Networking Products | 240 | No Change | 0 | 0 % | $2,546 | $2,532 | $-14 | -0.56 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Acme Packet Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Anaren Inc | ANEN | US | Telecommunication Equip | 1,400 | New Holding | 1,400 | 100 % | $20,790 | $20,230 | $-560 | -2.69 % | $-560 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Anaren Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aruba Networks Inc | ARUN | US | Wireless Equipment | 200 | No Change | 0 | 0 % | $1,944 | $1,788 | $-156 | -8.02 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aruba Networks Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Synovus Financial Corp | SNV | US | Commer Banks-Southern Us | 570 | New Holding | 570 | 100 % | $1,106 | $958 | $-148 | -13.40 % | $-148 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Synovus Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Harris Stratex Networks Inc | HSTX | US | Telecom Services | 24 | Added More | 3 | 14.28 % | $152 | $153 | $1 | 0.47 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Harris Stratex Networks Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aep Industries Inc | AEPI | US | Containers-Paper/Plastic | 100 | No Change | 0 | 0 % | $3,921 | $3,808 | $-113 | -2.88 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aep Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Robert Half International Inc | RHI | US | Human Resources | 32 | Sold Some | -97 | -75.19 % | $775 | $743 | $-32 | -4.12 % | $97 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Robert Half International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nomura Holdings Inc | NMR | JP | Finance-Invest Bnkr/Brkr | 750 | Sold Some | -415 | -35.62 % | $5,265 | $5,130 | $-135 | -2.56 % | $75 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nomura Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nustar Energy Lp | NS | US | Pipelines | 251 | No Change | 0 | 0 % | $13,353 | $13,285 | $-68 | -0.50 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nustar Energy Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Norfolk Southern Corp | NSC | US | Transport-Rail | 656 | Added More | 56 | 9.33 % | $33,889 | $33,718 | $-171 | -0.50 % | $-15 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Norfolk Southern Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lexmark International Inc | LXK | US | Computers-Peripher Equip | 1,000 | No Change | 0 | 0 % | $27,080 | $25,280 | $-1,800 | -6.64 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lexmark International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kinder Morgan Energy Partners Lp | KMP | US | Pipelines | 500 | No Change | 0 | 0 % | $28,350 | $27,995 | $-355 | -1.25 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kinder Morgan Energy Partners Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lloyds Tsb Group Plc | LYG | GB | Commer Banks Non-Us | 187 | New Holding | 187 | 100 % | $1,126 | $1,086 | $-39 | -3.48 % | $-39 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lloyds Tsb Group Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Khd Humboldt Wedag International Ltd | KHD | DE | Building-Heavy Construct | 1,000 | No Change | 0 | 0 % | $11,600 | $11,580 | $-20 | -0.17 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Khd Humboldt Wedag International Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kt Corp | KTC | KR | Telephone-Integrated | 45 | Sold Some | -223 | -83.20 % | $775 | $765 | $-10 | -1.27 % | $49 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kt Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Southwest Airlines Co | LUV | US | Airlines | 1,704 | New Holding | 1,704 | 100 % | $15,898 | $15,336 | $-562 | -3.53 % | $-562 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Southwest Airlines Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Honda Motor Co Ltd | HMC | BE | Auto-Cars/Light Trucks | 2,162 | Added More | 792 | 57.81 % | $70,308 | $66,092 | $-4,216 | -5.99 % | $-1,544 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Honda Motor Co Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Helmerich And Payne Inc | HP | US | Oil And Gas Drilling | 800 | No Change | 0 | 0 % | $30,784 | $29,928 | $-856 | -2.78 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Helmerich And Payne Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Diamond Offshore Drilling Inc | DO | US | Oil And Gas Drilling | 26,296 | Added More | 45 | 0.17 % | $2,726,106 | $2,568,067 | $-158,039 | -5.79 % | $-270 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Diamond Offshore Drilling Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Canadian National Railway Co | CNI | CA | Transport-Rail | 293 | Added More | 49 | 20.08 % | $15,992 | $15,793 | $-199 | -1.24 % | $-33 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Canadian National Railway Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Canadian Natural Resources Ltd | CNQ | CA | Oil Comp-Explor And Prodtn | 922 | New Holding | 922 | 100 % | $63,756 | $60,935 | $-2,821 | -4.42 % | $-2,821 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Canadian Natural Resources Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Peabody Energy Corp | BTU | US | Coal | 120 | New Holding | 120 | 100 % | $5,514 | $5,447 | $-67 | -1.21 % | $-67 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Peabody Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fairpoint Communications Inc | FRP | US | Telecom Services | 4,235 | Added More | 20 | 0.47 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fairpoint Communications Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Plains Exploration And Production Co | PXP | US | Oil Comp-Explor And Prodtn | 1,779 | No Change | 0 | 0 % | $50,168 | $46,948 | $-3,220 | -6.41 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Plains Exploration And Production Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Qwest Communications International Inc | Q | US | Telephone-Integrated | 1,028 | Added More | 106 | 11.49 % | $3,876 | $3,845 | $-31 | -0.79 % | $-3 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Qwest Communications International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | General Dynamics Corp | GD | US | Aerospace/Defense | 1,100 | Added More | 35 | 3.28 % | $75,031 | $73,117 | $-1,914 | -2.55 % | $-61 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of General Dynamics Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Greenhill And Co Inc | GHL | US | Finance-Invest Bnkr/Brkr | 5 | No Change | 0 | 0 % | $435 | $412 | $-23 | -5.34 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Greenhill And Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Home Depot Inc | HD | US | Retail-Building Products | 11,151 | New Holding | 11,151 | 100 % | $308,325 | $303,084 | $-5,241 | -1.69 % | $-5,241 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Home Depot Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aon Corp | AOC | US | Insurance Brokers | 767 | Added More | 91 | 13.46 % | $31,386 | $29,936 | $-1,450 | -4.61 % | $-172 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aon Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Apache Corp | APA | US | Oil Comp-Explor And Prodtn | 4,769 | Sold Some | -349 | -6.81 % | $478,760 | $460,065 | $-18,694 | -3.90 % | $1,368 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Apache Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Amerigas Partners Lp | APU | US | Retail-Propane Distrib | 142 | No Change | 0 | 0 % | $5,237 | $5,228 | $-9 | -0.16 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Amerigas Partners Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Boeing Co | BA | US | Aerospace/Defense | 3,071 | Added More | 1,301 | 73.50 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Boeing Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Illinois Tool Works Inc | ITW | US | Diversified Manufact Op | 286 | No Change | 0 | 0 % | $14,592 | $14,160 | $-432 | -2.95 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Illinois Tool Works Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | International Coal Group Inc | ICO | US | Coal | 4,000 | No Change | 0 | 0 % | $18,720 | $17,720 | $-1,000 | -5.34 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of International Coal Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Iron Mountain Inc | IRM | US | Commercial Services | 1,552 | New Holding | 1,552 | 100 % | $39,436 | $37,760 | $-1,676 | -4.25 % | $-1,676 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Iron Mountain Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Harman International Industries Inc | HAR | US | Audio/Video Products | 2,000 | No Change | 0 | 0 % | $74,180 | $72,340 | $-1,840 | -2.48 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Harman International Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Honeywell International Inc | HON | US | Diversified Manufact Op | 977 | Added More | 225 | 29.92 % | $38,943 | $37,165 | $-1,778 | -4.56 % | $-410 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Honeywell International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ecolab Inc | ECL | US | Chemicals-Specialty | 34 | New Holding | 34 | 100 % | $1,569 | $1,540 | $-29 | -1.86 % | $-29 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ecolab Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Eog Resources Inc | EOG | US | Oil Comp-Explor And Prodtn | 1,082 | Added More | 922 | 576.25 % | $97,953 | $93,561 | $-4,393 | -4.48 % | $-3,743 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eog Resources Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Esterline Technologies Corp | ESL | US | Aerospace/Defense | 84 | No Change | 0 | 0 % | $3,634 | $3,471 | $-163 | -4.48 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Esterline Technologies Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Deere And Co | DE | US | Machinery-Farm | 498 | Added More | 98 | 24.50 % | $24,357 | $25,313 | $956 | 3.92 % | $188 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Deere And Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Quest Diagnostics Incde | DGX | US | Medical Labs And Testing Srv | 25 | New Holding | 25 | 100 % | $1,486 | $1,454 | $-32 | -2.13 % | $-32 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Quest Diagnostics Incde |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cna Financial Corp | CNA | US | Multi-Line Insurance | 5,386 | No Change | 0 | 0 % | $119,408 | $126,948 | $7,540 | 6.31 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cna Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bre Properties Inc | BRE | US | Reits-Apartments | 540 | New Holding | 540 | 100 % | $17,005 | $16,038 | $-967 | -5.68 % | $-967 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bre Properties Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bt Group Plc | BT | GB | Telephone-Integrated | 34 | New Holding | 34 | 100 % | $855 | $817 | $-38 | -4.45 % | $-38 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bt Group Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Arch Chemicals Inc | ARJ | US | Chemicals-Specialty | 25 | No Change | 0 | 0 % | $710 | $691 | $-19 | -2.64 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Arch Chemicals Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cnooc Ltd | CEO | HK | Oil Comp-Explor And Prodtn | 28 | New Holding | 28 | 100 % | $4,661 | $4,496 | $-165 | -3.53 % | $-165 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cnooc Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Automatic Data Processing Inc | ADP | US | Commercial Serv-Finance | 3,320 | Added More | 1,466 | 79.07 % | $145,881 | $144,254 | $-1,627 | -1.11 % | $-718 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Automatic Data Processing Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Banco Bradesco Sa | BBD | US | Commer Banks Non-Us | 84 | New Holding | 84 | 100 % | $1,780 | $1,737 | $-43 | -2.40 % | $-43 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Banco Bradesco Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Baker Hughes Inc | BHI | US | Oil-Field Services | 1,183 | Added More | 298 | 33.67 % | $51,271 | $47,900 | $-3,372 | -6.57 % | $-849 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Baker Hughes Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Teradata Corp | TDC | US | Computers-Integrated Sys | 110 | Added More | 84 | 323.07 % | $3,348 | $3,237 | $-111 | -3.31 % | $-85 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Teradata Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Terex Corp | TEX | US | Machinery-Constr And Mining | 600 | No Change | 0 | 0 % | $13,266 | $12,180 | $-1,086 | -8.18 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Terex Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Talisman Energy Inc | TLM | CA | Oil Comp-Explor And Prodtn | 1,378 | New Holding | 1,378 | 100 % | $24,432 | $23,936 | $-496 | -2.03 % | $-496 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Talisman Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Meridian Resource Corp | TMR | US | Oil Comp-Explor And Prodtn | 2,000 | No Change | 0 | 0 % | $620 | $600 | $-20 | -3.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Meridian Resource Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Glaxosmithkline Plc | GSK | IT | Medical-Drugs | 2,155 | Added More | 455 | 26.76 % | $90,295 | $89,497 | $-797 | -0.88 % | $-168 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Glaxosmithkline Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nucor Corp | NUE | US | Steel-Producers | 269 | Sold Some | -171 | -38.86 % | $11,301 | $11,064 | $-237 | -2.09 % | $150 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nucor Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Novo Nordisk As | NVO | DK | Medical-Drugs | 268 | Added More | 98 | 57.64 % | $17,843 | $17,728 | $-115 | -0.64 % | $-42 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Novo Nordisk As |
| 2009-11-16 | 2009-09-30 | 13F-HR | Newell Rubbermaid Inc | NWL | US | Home Decoration Products | 79 | New Holding | 79 | 100 % | $1,166 | $1,142 | $-24 | -2.10 % | $-24 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Newell Rubbermaid Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Goodrich Corp | GR | US | Aerospace/Defense-Equip | 1,350 | No Change | 0 | 0 % | $81,554 | $82,148 | $594 | 0.72 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Goodrich Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wacoal Holdings Corp | WACLY | JP | Apparel Manufacturers | 0 | Sold All | -137 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wacoal Holdings Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Telecommunication Systems Inc | TSYS | US | Internet Infrastr Sftwr | 3,800 | New Holding | 3,800 | 100 % | $30,590 | $32,414 | $1,824 | 5.96 % | $1,824 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Telecommunication Systems Inc |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tri-Valley Corp | TIV | US | Oil Comp-Explor And Prodtn | 116,600 | Added More | 47,600 | 68.98 % | $247,192 | $257,686 | $10,494 | 4.24 % | $4,284 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tri-Valley Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Xto Energy Inc | XTO | US | Oil Comp-Explor And Prodtn | 1,343 | Added More | 37 | 2.83 % | $58,662 | $55,211 | $-3,452 | -5.88 % | $-95 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xto Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Questar Corp | STR | US | Pipelines | 105 | New Holding | 105 | 100 % | $4,516 | $4,157 | $-359 | -7.95 % | $-359 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Questar Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tyco Electronics Ltd | TEL | BM | Electronic Compo-Misc | 0 | Sold All | -2,464 | -100 % | - | - | - | -2.09 % | $1,257 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tyco Electronics Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Usg Corp | USG | US | Bldg And Construct Prod-Misc | 30 | No Change | 0 | 0 % | $439 | $422 | $-17 | -3.82 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Usg Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Best Buy Co Inc | BBY | US | Retail-Consumer Electron | 205 | No Change | 0 | 0 % | $8,801 | $8,877 | $76 | 0.86 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Best Buy Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Barclays Plc | BCS | DE | Commer Banks Non-Us | 403 | New Holding | 403 | 100 % | $8,793 | $8,169 | $-625 | -7.10 % | $-625 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Barclays Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Franklin Resources Inc | BEN | US | Invest Mgmnt/Advis Serv | 50 | Sold Some | -182 | -78.44 % | $5,709 | $5,568 | $-141 | -2.46 % | $513 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Franklin Resources Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Emerson Electric Co | EMR | US | Electric Products-Misc | 12,654 | Added More | 2,359 | 22.91 % | $536,530 | $527,419 | $-9,111 | -1.69 % | $-1,698 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Emerson Electric Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sonosite Inc | SONO | US | Ultra Sound Imaging Sys | 50 | New Holding | 50 | 100 % | $1,253 | $1,170 | $-83 | -6.58 % | $-83 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sonosite Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Silver Standard Resources Inc | SSRI | CA | Silver Mining | 2,500 | No Change | 0 | 0 % | $53,125 | $53,775 | $650 | 1.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Silver Standard Resources Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Velocity Express Corp | VEXP | US | Transport-Services | 0 | Sold All | -167 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Velocity Express Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Value Line Inc | VALU | US | Publishing-Periodicals | 50 | No Change | 0 | 0 % | $1,523 | $1,413 | $-110 | -7.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Value Line Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | True Religion Apparel Inc | TRLG | US | Apparel Manufacturers | 800 | New Holding | 800 | 100 % | $16,456 | $14,608 | $-1,848 | -11.22 % | $-1,848 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of True Religion Apparel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Perceptron Inc | PRCP | US | Commercial Services | 4,585 | No Change | 0 | 0 % | $16,323 | $15,176 | $-1,146 | -7.02 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Perceptron Inc |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | 21st Century Holding Co | TCHC | US | Property/Casualty Ins | 800 | New Holding | 800 | 100 % | $3,440 | $3,360 | $-80 | -2.32 % | $-80 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of 21st Century Holding Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Omnicell Inc | OMCL | US | Enterprise Software/Serv | 2,200 | No Change | 0 | 0 % | $24,068 | $22,440 | $-1,628 | -6.76 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Omnicell Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Melco Crown Entertainment Ltd | MPEL | KY | Casino Hotels | 1,000 | No Change | 0 | 0 % | $4,830 | $4,400 | $-430 | -8.90 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Melco Crown Entertainment Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cnh Global Nv | CNH | KR | Machinery-Farm | 1,000 | No Change | 0 | 0 % | $22,920 | $22,470 | $-450 | -1.96 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cnh Global Nv |
| 2009-11-16 | 2009-09-30 | 13F-HR | Star Scientific Inc | STSI | US | Tobacco | 18,000 | No Change | 0 | 0 % | $14,040 | $13,500 | $-540 | -3.84 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Star Scientific Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bristol-Myers Squibb Co | BMY | BE | Medical-Drugs | 5,395 | Added More | 2,802 | 108.06 % | $131,099 | $131,962 | $863 | 0.65 % | $448 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bristol-Myers Squibb Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Halliburton Co | HAL | US | Oil-Field Services | 8,164 | Added More | 2,039 | 33.28 % | $258,962 | $243,940 | $-15,022 | -5.80 % | $-3,752 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Halliburton Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mastercard Inc | MA | US | Commercial Serv-Finance | 8 | New Holding | 8 | 100 % | $1,846 | $1,849 | $3 | 0.15 % | $3 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mastercard Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Oil States International Inc | OIS | US | Oil-Field Services | 200 | No Change | 0 | 0 % | $7,362 | $7,008 | $-354 | -4.80 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Oil States International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Olin Corp | OLN | US | Chemicals-Diversified | 50 | No Change | 0 | 0 % | $857 | $852 | $-5 | -0.52 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Olin Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Marsh And Mclennan Cos Inc | MMC | US | Insurance Brokers | 350 | Added More | 200 | 133.33 % | $8,407 | $7,900 | $-508 | -6.03 % | $-290 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marsh And Mclennan Cos Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | St Joe Cothe | JOE | US | Real Estate Oper/Develop | 100 | No Change | 0 | 0 % | $2,746 | $2,683 | $-63 | -2.29 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of St Joe Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cimarex Energy Co | XEC | US | Oil Comp-Explor And Prodtn | 81,118 | Sold Some | -50 | -0.06 % | $3,891,230 | $3,692,491 | $-198,739 | -5.10 % | $123 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cimarex Energy Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Transcanada Corp | TRP | US | Pipelines | 51 | New Holding | 51 | 100 % | $1,570 | $1,578 | $8 | 0.51 % | $8 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Transcanada Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Toyota Motor Corp | TM | JP | Auto-Cars/Light Trucks | 45 | Added More | 25 | 125.00 % | $3,609 | $3,464 | $-145 | -4.02 % | $-81 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Toyota Motor Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aptargroup Inc | ATR | US | Miscellaneous Manufactur | 2,325 | New Holding | 2,325 | 100 % | $85,351 | $84,491 | $-860 | -1.00 % | $-860 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aptargroup Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Buckle Incthe | BKE | US | Retail-Apparel/Shoe | 900 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Buckle Incthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corpthe | BK | US | Unknown | 2,148 | Added More | 1,374 | 177.51 % | $58,318 | $56,256 | $-2,062 | -3.53 % | $-1,319 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bank Of New York Mellon Corpthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Canon Inc | CAJ | CH | Office Automation And Equip | 2,783 | Sold Some | -235 | -7.78 % | $106,672 | $105,837 | $-835 | -0.78 % | $71 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Canon Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Zions Bancorporation | ZB-A | US | Commer Banks-Western Us | 155 | New Holding | 155 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Zions Bancorporation |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aeropostale Inc | ARO | US | Retail-Apparel/Shoe | 755 | Added More | 600 | 387.09 % | $25,761 | $24,092 | $-1,669 | -6.47 % | $-1,326 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aeropostale Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Arvinmeritor Inc | ARM | US | Auto/Trk Prts And Equip-Orig | 133 | No Change | 0 | 0 % | $1,189 | $1,133 | $-56 | -4.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Arvinmeritor Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ww Grainger Inc | GWW | US | Distribution/Wholesale | 300 | Added More | 100 | 50.00 % | $30,327 | $29,148 | $-1,179 | -3.88 % | $-393 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ww Grainger Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Idacorp Inc | IDA | US | Electric-Integrated | 90 | Sold Some | -500 | -84.74 % | $2,665 | $2,651 | $-14 | -0.54 % | $80 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Idacorp Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bioenvision Inc | BIV | US | Unknown | 569 | Added More | 320 | 128.51 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bioenvision Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Blue Valley Ban Corp | BLV | US | Unknown | 11 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Blue Valley Ban Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Corriente Resources Inc | ETQ | US | Metal-Copper | 1,000 | No Change | 0 | 0 % | $6,350 | $6,170 | $-180 | -2.83 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Corriente Resources Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Macys Inc | M | US | Retail-Regnl Dept Store | 310 | No Change | 0 | 0 % | $5,633 | $5,304 | $-329 | -5.83 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Macys Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Yum Brands Inc | YUM | US | Retail-Restaurants | 2,000 | No Change | 0 | 0 % | $71,820 | $71,460 | $-360 | -0.50 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Yum Brands Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fujifilm Holdings Corp | FUJI | JP | Photo Equipment And Supplies | 0 | Sold All | -439 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fujifilm Holdings Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ebix Inc | EBIX | US | Applications Software | 2,540 | Added More | 2,500 | 6250.00 % | $138,633 | $126,238 | $-12,395 | -8.94 % | $-12,200 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ebix Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hitachi Ltd | HIT | US | Electric Products-Misc | 30 | New Holding | 30 | 100 % | $914 | $848 | $-65 | -7.12 % | $-65 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hitachi Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Proassurance Corp | PRA | US | Property/Casualty Ins | 63 | No Change | 0 | 0 % | $3,386 | $3,353 | $-33 | -0.98 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Proassurance Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Becton Dickinson And Co | BDX | US | Medical Products | 280 | New Holding | 280 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Becton Dickinson And Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Radio One Inc | ROIAK | US | Radio | 891 | No Change | 0 | 0 % | $1,916 | $2,049 | $134 | 6.97 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Radio One Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 213 | Added More | 100 | 88.49 % | $4,290 | $4,041 | $-249 | -5.80 % | $-117 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 213 | Sold Some | -1,787 | -89.35 % | $4,290 | $4,041 | $-249 | -5.80 % | $2,091 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 2,050 | Added More | 1,937 | 1714.15 % | $41,287 | $38,889 | $-2,399 | -5.80 % | $-2,266 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Molex Inc | MOLX | US | Electric Products-Misc | 2,050 | Added More | 50 | 2.50 % | $41,287 | $38,889 | $-2,399 | -5.80 % | $-59 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Molex Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Liberty Global Inc | LBTYA | US | Broadcast Serv/Program | 5,908 | Sold Some | -180 | -2.95 % | $128,794 | $120,464 | $-8,330 | -6.46 % | $254 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Liberty Global Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Expedia Inc | EXPE | US | Unknown | 1,645 | Sold Some | -4,780 | -74.39 % | $39,348 | $41,043 | $1,694 | 4.30 % | $-4,923 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Expedia Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Echostar Corp | SATS | US | Satellite Telecom | 0 | Sold All | -11 | -100 % | - | - | - | -1.94 % | $4 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Echostar Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | John B Sanfilippo And Son Inc | JBSS | US | Food-Misc/Diversified | 100 | No Change | 0 | 0 % | $1,380 | $1,393 | $13 | 0.94 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of John B Sanfilippo And Son Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Centurytel Inc | CTL | US | Telephone-Integrated | 249 | New Holding | 249 | 100 % | $8,660 | $8,867 | $207 | 2.38 % | $207 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Centurytel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Credit Suisse Group Ag | CS | CH | Finance-Invest Bnkr/Brkr | 63 | New Holding | 63 | 100 % | $3,580 | $3,353 | $-226 | -6.31 % | $-226 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Credit Suisse Group Ag |
| 2009-11-16 | 2009-09-30 | 13F-HR | Forest City Enterprises Inc | FCE.A | US | Real Estate Oper/Develop | 50,062 | Added More | 2,440 | 5.12 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Forest City Enterprises Inc |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 202 | Sold Some | -3,640 | -94.74 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 4,473 | Added More | 4,271 | 2114.35 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Royal Dutch Shell Plc | RDS.A | US | Oil Comp-Integrated | 4,473 | Added More | 631 | 16.42 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Dutch Shell Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Discover Financial Services | DFS | US | Finance-Credit Card | 2,717 | Added More | 170 | 6.67 % | $43,771 | $41,706 | $-2,065 | -4.71 % | $-129 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Discover Financial Services |
| 2009-11-16 | 2009-09-30 | 13F-HR | Newstrike Capital Inc | NWS.A | US | Capital Pools | 5,037 | New Holding | 5,037 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Newstrike Capital Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pitney Bowes Inc | PBI | US | Office Automation And Equip | 2,362 | Added More | 1,036 | 78.12 % | $59,097 | $55,838 | $-3,260 | -5.51 % | $-1,430 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Realty Income Corp | O-D | US | Reits-Single Tenant | 2,434 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Realty Income Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nippon Telegraph And Telephone Corp | NTT | JP | Telephone-Integrated | 1,423 | Sold Some | -233 | -14.07 % | $29,897 | $29,058 | $-840 | -2.80 % | $137 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nippon Telegraph And Telephone Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nike Inc | NKE | US | Athletic Footwear | 1,808 | Added More | 1,623 | 877.29 % | $119,509 | $115,567 | $-3,941 | -3.29 % | $-3,538 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nike Inc |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ion Geophysical Corp | IO | KR | Seismic Data Collection | 17,920 | No Change | 0 | 0 % | $93,722 | $101,427 | $7,706 | 8.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ion Geophysical Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alcatel-Lucent | ALU | CH | Telecommunication Equip | 1,121 | Sold Some | -994 | -46.99 % | $4,417 | $4,058 | $-359 | -8.12 % | $318 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alcatel-Lucent |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ultra Petroleum Corp | UPL | CA | Oil Comp-Explor And Prodtn | 1,000 | New Holding | 1,000 | 100 % | $47,990 | $46,050 | $-1,940 | -4.04 % | $-1,940 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ultra Petroleum Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Temple-Inland Inc | TIN | US | Paper And Related Products | 1,300 | No Change | 0 | 0 % | $22,854 | $22,607 | $-247 | -1.08 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Temple-Inland Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Barrick Gold Corp | ABX | CA | Gold Mining | 1,320 | Sold Some | -177 | -11.82 % | $58,067 | $58,054 | $-13 | -0.02 % | $2 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Barrick Gold Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alcon Inc | ACL | CH | Optical Supplies | 36 | New Holding | 36 | 100 % | $5,259 | $5,229 | $-30 | -0.56 % | $-30 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alcon Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aecom Technology Corp | ACM | US | Engineering/R And D Services | 12 | New Holding | 12 | 100 % | $341 | $325 | $-16 | -4.78 % | $-16 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aecom Technology Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Accenture Ltd | ACN | FR | Consulting Services | 0 | Sold All | -481 | -100 % | - | - | - | -0.22 % | $43 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Accenture Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Vimpel-Communications | VIP | US | Cellular Telecom | 66 | New Holding | 66 | 100 % | $1,483 | $1,364 | $-119 | -8.05 % | $-119 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vimpel-Communications |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bhp Billiton Ltd | BHP | GB | Diversified Minerals | 52 | Sold Some | -106 | -67.08 % | $3,958 | $3,815 | $-143 | -3.61 % | $292 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bhp Billiton Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bhp Billiton Ltd | BHP | GB | Diversified Minerals | 357 | Added More | 199 | 125.94 % | $27,171 | $26,190 | $-982 | -3.61 % | $-547 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bhp Billiton Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Vodafone Group Plc | VOD | GB | Cellular Telecom | 12,390 | Added More | 7,847 | 172.72 % | $289,554 | $277,784 | $-11,771 | -4.06 % | $-7,455 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vodafone Group Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Syngenta Ag | SYT | CH | Agricultural Chemicals | 1,022 | Added More | 40 | 4.07 % | $52,725 | $53,716 | $991 | 1.88 % | $39 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Syngenta Ag |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alliant Techsystems Inc | ATK | US | Aerospace/Defense-Equip | 50 | No Change | 0 | 0 % | $4,369 | $4,312 | $-57 | -1.30 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alliant Techsystems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Yamana Gold Inc | AUY | CA | Unknown | 1,000 | No Change | 0 | 0 % | $13,070 | $13,220 | $150 | 1.14 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Yamana Gold Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Avalonbay Communities Inc | AVB-H | US | Reits-Apartments | 47 | Added More | 1 | 2.17 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Avalonbay Communities Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sony Corp | SNE | JP | Audio/Video Products | 303 | Added More | 143 | 89.37 % | $8,675 | $8,120 | $-554 | -6.39 % | $-262 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sony Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sanofi-Aventis Sa | SNY | FR | Medical-Drugs | 1,521 | Added More | 389 | 34.36 % | $59,228 | $57,296 | $-1,932 | -3.26 % | $-494 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sanofi-Aventis Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aircastle Ltd | AYR | BM | Transport-Equip And Leasng | 1,000 | New Holding | 1,000 | 100 % | $8,910 | $9,210 | $300 | 3.36 % | $300 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Aircastle Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cit Group Inc | CIT-A | US | Finance-Commercial | 0 | Sold All | -185 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cit Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sunoco Inc | SUN | US | Oil Refining And Marketing | 101 | No Change | 0 | 0 % | $2,669 | $2,619 | $-51 | -1.89 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sunoco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Chipotle Mexican Grill Inc | CMG.B | US | Retail-Restaurants | 7 | Sold Some | -393 | -98.25 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Chipotle Mexican Grill Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Chicos Fas Inc | CHS | US | Retail-Apparel/Shoe | 28 | New Holding | 28 | 100 % | $382 | $400 | $17 | 4.46 % | $17 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Chicos Fas Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jm Smucker Cothe | SJM | US | Food-Confectionery | 26 | No Change | 0 | 0 % | $1,406 | $1,465 | $59 | 4.17 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jm Smucker Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Reed Elsevier Plc | RUK | DE | Publishing-Books | 79 | New Holding | 79 | 100 % | $2,534 | $2,456 | $-78 | -3.08 % | $-78 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Reed Elsevier Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Royal Bank Of Canada | RY | CA | Commer Banks Non-Us | 5,600 | No Change | 0 | 0 % | $307,496 | $302,064 | $-5,432 | -1.76 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Royal Bank Of Canada |
| 2009-11-16 | 2009-09-30 | 13F-HR | Regal-Beloit Corp | RBC | US | Machinery-Electrical | 145 | No Change | 0 | 0 % | $7,537 | $6,967 | $-570 | -7.56 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Regal-Beloit Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dana Holding Corp | DAN | US | Auto/Trk Prts And Equip-Orig | 84 | No Change | 0 | 0 % | $612 | $573 | $-39 | -6.44 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dana Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Darling International Inc | DAR | US | Alternative Waste Tech | 5,500 | No Change | 0 | 0 % | $44,110 | $41,965 | $-2,145 | -4.86 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Darling International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Diageo Plc | DEO | DE | Beverages-Wine/Spirits | 1,433 | Added More | 709 | 97.92 % | $98,089 | $97,372 | $-717 | -0.73 % | $-355 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Diageo Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Crh Plc | CRH | DE | Bldg Prod-Cement/Aggreg | 933 | Added More | 223 | 31.40 % | $24,622 | $24,361 | $-261 | -1.06 % | $-62 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Crh Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Air Products And Chemicals Inc | APD | US | Industrial Gases | 5,076 | Added More | 142 | 2.87 % | $429,988 | $417,958 | $-12,030 | -2.79 % | $-337 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Air Products And Chemicals Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alliance One International Inc | AOI | US | Tobacco | 700 | No Change | 0 | 0 % | $3,437 | $3,402 | $-35 | -1.01 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alliance One International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Slm Corp | SLM | US | Unknown | 11,000 | Added More | 4,000 | 57.14 % | $115,060 | $119,790 | $4,730 | 4.11 % | $1,720 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Slm Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mkt Vect Agrbshs | MOO | US | Unknown | 0 | Sold All | -7,365 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mkt Vect Agrbshs |
| 2009-11-16 | 2009-09-30 | 13F-HR | National Presto Industries Inc | NPK | US | Housewares | 400 | New Holding | 400 | 100 % | $37,208 | $37,560 | $352 | 0.94 % | $352 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of National Presto Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Berkshire Hathaway Inc | BRK.A | US | Reinsurance | 4,123 | Added More | 75 | 1.85 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Berkshire Hathaway Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sysco Corp | SYY | US | Food-Wholesale/Distrib | 1,400 | Added More | 1,100 | 366.66 % | $38,290 | $37,856 | $-434 | -1.13 % | $-341 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sysco Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Avery Dennison Corp | AVY-A | US | Office Supplies And Forms | 0 | Sold All | -40 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Avery Dennison Corp |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alumina Ltd | AWC | US | Metal-Aluminum | 569 | No Change | 0 | 0 % | $3,528 | $3,403 | $-125 | -3.54 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alumina Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hasbro Inc | HAS | US | Toys | 135 | No Change | 0 | 0 % | $4,070 | $3,929 | $-142 | -3.48 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hasbro Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sjw Corp | SJW | US | Water | 3,816 | No Change | 0 | 0 % | $87,196 | $84,639 | $-2,557 | -2.93 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sjw Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tellabs Inc | TLAB | US | Telecommunication Equip | 2,000 | No Change | 0 | 0 % | $12,240 | $11,440 | $-800 | -6.53 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tellabs Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ireland Bk | AP19.L | US | Commer Banks Non-Us | 0 | Sold All | -55 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ireland Bk |
| 2009-11-16 | 2009-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 715 | New Holding | 715 | 100 % | $14,665 | $14,572 | $-93 | -0.63 % | $-93 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of H And R Block Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Adobe Systems Inc | ADBE | US | Electronic Forms | 1,025 | Added More | 10 | 0.98 % | $37,730 | $36,705 | $-1,025 | -2.71 % | $-10 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Adobe Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Advent Software Inc | ADVS | US | Enterprise Software/Serv | 100 | Sold Some | -90 | -47.36 % | $4,068 | $3,908 | $-160 | -3.93 % | $144 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Advent Software Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Akamai Technologies Inc | AKAM | US | Internet Infrastr Sftwr | 200 | New Holding | 200 | 100 % | $4,996 | $4,788 | $-208 | -4.16 % | $-208 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Akamai Technologies Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ford Motor Co | F | US | Unknown | 7,466 | Added More | 466 | 6.65 % | $65,029 | $64,506 | $-523 | -0.80 % | $-33 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ford Motor Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Intercontinentalexchange Inc | ICE | BE | Finance-Other Services | 15 | New Holding | 15 | 100 % | $1,650 | $1,602 | $-49 | -2.96 % | $-49 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Intercontinentalexchange Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nissan Motor Co Ltd | NSANY | CH | Auto-Cars/Light Trucks | 0 | Sold All | -680 | -100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nissan Motor Co Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Washington Federal Inc | WFSL | US | S And L/Thrifts-Western Us | 166 | No Change | 0 | 0 % | $3,159 | $3,137 | $-22 | -0.68 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Washington Federal Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Excel Maritime Carriers Ltd | EXM | LR | Transport-Marine | 2,000 | New Holding | 2,000 | 100 % | $14,160 | $14,760 | $600 | 4.23 % | $600 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Excel Maritime Carriers Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fairfax Financial Holdings Ltd | FFH | CA | Multi-Line Insurance | 4,074 | Sold Some | -98 | -2.34 % | $1,429,852 | $1,446,759 | $16,907 | 1.18 % | $-407 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fairfax Financial Holdings Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sterlite Industries India Ltd | SLT | US | Metal Processors And Fabrica | 91 | New Holding | 91 | 100 % | $1,734 | $1,654 | $-79 | -4.56 % | $-79 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sterlite Industries India Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bank Holdings Incthe | TBHS | US | Commer Banks-Western Us | 952 | New Holding | 952 | 100 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Bank Holdings Incthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Vail Resorts Inc | MTN | US | Resorts/Theme Parks | 43 | New Holding | 43 | 100 % | $1,677 | $1,624 | $-53 | -3.17 % | $-53 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vail Resorts Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Inergy Lp | NRGY | US | Retail-Propane Distrib | 1,660 | No Change | 0 | 0 % | $53,319 | $53,900 | $581 | 1.08 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Inergy Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Bancorp | FITB | US | Super-Regional Banks-Us | 245 | Added More | 180 | 276.92 % | $2,391 | $2,443 | $51 | 2.15 % | $38 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fifth Third Bancorp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Finish Linethe | FINL | US | Retail-Apparel/Shoe | 400 | No Change | 0 | 0 % | - | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Finish Linethe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cintas Corp | CTAS | US | Linen Supply And Rel Items | 1,300 | No Change | 0 | 0 % | $37,583 | $36,348 | $-1,235 | -3.28 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cintas Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citrix Systems Inc | CTXS | US | Applications Software | 91 | Sold Some | -86 | -48.58 % | $3,573 | $3,443 | $-129 | -3.61 % | $122 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Citrix Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Freds Inc | FRED | US | Retail-Discount | 2,400 | New Holding | 2,400 | 100 % | $26,232 | $24,696 | $-1,536 | -5.85 % | $-1,536 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Freds Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gen-Probe Inc | GPRO | US | Diagnostic Equipment | 2,600 | No Change | 0 | 0 % | $109,824 | $108,446 | $-1,378 | -1.25 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gen-Probe Inc |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dell Inc | DELL | US | Computers | 21,463 | Sold Some | -59 | -0.27 % | $342,549 | $306,706 | $-35,843 | -10.46 % | $99 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dell Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dentsply International Inc | XRAY | US | Dental Supplies And Equip | 303 | No Change | 0 | 0 % | $10,402 | $9,957 | $-445 | -4.28 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dentsply International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Diamond Foods Inc | DMND | US | Food-Misc/Diversified | 24,026 | No Change | 0 | 0 % | $734,715 | $750,813 | $16,097 | 2.19 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Diamond Foods Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Broadcom Corp | BRCM | US | Electronic Compo-Semicon | 395 | Sold Some | -2,425 | -85.99 % | $11,850 | $11,360 | $-490 | -4.13 % | $3,007 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Broadcom Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Buffalo Wild Wings Inc | BWLD | US | Retail-Restaurants | 730 | Added More | 500 | 217.39 % | $31,843 | $29,857 | $-1,986 | -6.23 % | $-1,360 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Buffalo Wild Wings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Etrade Financial Corp | ETFC | US | Finance-Invest Bnkr/Brkr | 0 | Sold All | -50 | -100 % | - | - | - | 4.45 % | $-4 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Etrade Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | East West Bancorp Inc | EWBC | US | Commer Banks-Western Us | 37 | Sold Some | -122 | -76.72 % | $521 | $517 | $-5 | -0.92 % | $16 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of East West Bancorp Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ebay Inc | EBAY | US | E-Commerce/Services | 1,945 | Sold Some | -2,880 | -59.68 % | $46,252 | $44,327 | $-1,926 | -4.16 % | $2,851 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ebay Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Electronic Arts Inc | ERTS | US | Entertainment Software | 1,105 | Sold Some | -1,200 | -52.06 % | $19,945 | $19,117 | $-829 | -4.15 % | $900 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Electronic Arts Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nrg Energy Inc | NRG | US | Independ Power Producer | 735 | Added More | 85 | 13.07 % | $17,853 | $17,500 | $-353 | -1.97 % | $-41 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nrg Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nii Holdings Inc | NIHD | US | Cellular Telecom | 1,500 | No Change | 0 | 0 % | $43,740 | $43,530 | $-210 | -0.48 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nii Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nasdaq Omx Groupthe | NDAQ | US | Finance-Other Services | 2,928 | Added More | 355 | 13.79 % | $55,778 | $55,544 | $-234 | -0.41 % | $-28 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nasdaq Omx Groupthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | J2 Global Communications Inc | JCOM | US | Internet Telephony | 1,676 | New Holding | 1,676 | 100 % | $35,615 | $34,190 | $-1,425 | -4.00 % | $-1,425 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of J2 Global Communications Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jetblue Airways Corp | JBLU | US | Airlines | 15 | No Change | 0 | 0 % | $82 | $78 | $-4 | -4.58 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jetblue Airways Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jos A Bank Clothiers Inc | JOSB | US | Retail-Apparel/Shoe | 800 | New Holding | 800 | 100 % | $36,040 | $33,392 | $-2,648 | -7.34 % | $-2,648 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jos A Bank Clothiers Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kla-Tencor Corp | KLAC | US | Semiconductor Equipment | 150 | No Change | 0 | 0 % | $5,070 | $4,784 | $-287 | -5.65 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kla-Tencor Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Level 3 Communications Inc | LVLT | US | Telephone-Integrated | 10,000 | No Change | 0 | 0 % | $12,400 | $12,100 | $-300 | -2.41 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Level 3 Communications Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lawson Software Inc | LWSN | US | Enterprise Software/Serv | 760 | Sold Some | -765 | -50.16 % | $5,328 | $4,925 | $-403 | -7.56 % | $405 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lawson Software Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Healthways Inc | HWAY | US | Phys Practice Mgmnt | 100 | No Change | 0 | 0 % | $1,760 | $1,678 | $-82 | -4.65 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Healthways Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Heidrick And Struggles International Inc | HSII | US | Human Resources | 900 | No Change | 0 | 0 % | $26,802 | $25,686 | $-1,116 | -4.16 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Heidrick And Struggles International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hercules Offshore Inc | HERO | US | Oil-Field Services | 1,000 | No Change | 0 | 0 % | $5,670 | $5,080 | $-590 | -10.40 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hercules Offshore Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hi-Tech Pharmacal Co Inc | HITK | US | Medical-Drugs | 1,400 | New Holding | 1,400 | 100 % | $28,280 | $27,328 | $-952 | -3.36 % | $-952 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hi-Tech Pharmacal Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sifco Industries Inc | SIF | US | Aerospace/Defense-Equip | 4,600 | No Change | 0 | 0 % | $72,910 | $71,254 | $-1,656 | -2.27 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sifco Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nvidia Corp | NVDA | US | Electronic Compo-Semicon | 1,365 | Sold Some | -5,320 | -79.58 % | $18,769 | $17,609 | $-1,160 | -6.18 % | $4,522 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nvidia Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Osi Pharmaceuticals Inc | OSIP | US | Medical-Drugs | 1,000 | New Holding | 1,000 | 100 % | $33,550 | $32,790 | $-760 | -2.26 % | $-760 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Osi Pharmaceuticals Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Oracle Corp | ORCL | US | Enterprise Software/Serv | 4,476 | Added More | 1,911 | 74.50 % | $102,187 | $99,994 | $-2,193 | -2.14 % | $-936 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Oracle Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Paccar Inc | PCAR | US | Auto-Med And Heavy Duty Trks | 236 | Sold Some | -20 | -7.81 % | $9,364 | $9,084 | $-281 | -2.99 % | $24 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Paccar Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pacific Capital Bancorp Na | PCBC | US | Commer Banks-Western Us | 1,490 | No Change | 0 | 0 % | $1,028 | $1,699 | $671 | 65.21 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pacific Capital Bancorp Na |
| 2009-11-16 | 2009-09-30 | 13F-HR | Palm Inc | PALM | US | Computers | 56 | New Holding | 56 | 100 % | $664 | $657 | $-6 | -0.92 % | $-6 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Palm Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Patterson-Uti Energy Inc | PTEN | US | Oil And Gas Drilling | 52,440 | Sold Some | -300 | -0.56 % | $866,309 | $783,978 | $-82,331 | -9.50 % | $471 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Patterson-Uti Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Microsoft Corp | MSFT | US | Applications Software | 43,024 | Added More | 6,385 | 17.42 % | $1,270,929 | $1,274,371 | $3,442 | 0.27 % | $511 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Microsoft Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mitsui And Co Ltd | MITSY | US | Import/Export | 4 | New Holding | 4 | 100 % | $1,070 | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mitsui And Co Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sanderson Farms Inc | SAFM | US | Poultry | 0 | Sold All | -97 | -100 % | - | - | - | -1.50 % | $58 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sanderson Farms Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sandisk Corp | SNDK | US | Computers-Memory Devices | 10,466 | Sold Some | -1,876 | -15.20 % | $225,961 | $211,832 | $-14,129 | -6.25 % | $2,533 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sandisk Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sanmina-Sci Corp | SANM | US | Electronic Compo-Misc | 0 | Sold All | -200 | -100 % | - | - | - | -5.57 % | $98 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sanmina-Sci Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Charles Schwab Corpthe | SCHW | US | Finance-Invest Bnkr/Brkr | 3,921 | Added More | 1,155 | 41.75 % | $73,244 | $71,558 | $-1,686 | -2.30 % | $-497 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Charles Schwab Corpthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sears Holdings Corp | SHLD | US | Retail-Major Dept Store | 195 | Sold Some | -255 | -56.66 % | $15,132 | $14,165 | $-967 | -6.39 % | $1,265 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sears Holdings Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shuffle Master Inc | SHFL | US | Casino Services | 140 | No Change | 0 | 0 % | $1,236 | $1,197 | $-39 | -3.17 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Shuffle Master Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Silicon Laboratories Inc | SLAB | US | Electronic Compo-Semicon | 120 | No Change | 0 | 0 % | $5,291 | $5,066 | $-224 | -4.24 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Silicon Laboratories Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Seaboard Corp | SEB | US | Food-Misc/Diversified | 40 | No Change | 0 | 0 % | $19,918 | $18,000 | $-1,918 | -9.62 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Seaboard Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tgc Industries Inc | TGE | US | Seismic Data Collection | 9,313 | No Change | 0 | 0 % | $38,090 | $35,203 | $-2,887 | -7.57 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tgc Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Starbucks Corp | SBUX | US | Retail-Restaurants | 6,528 | Sold Some | -510 | -7.24 % | $144,008 | $139,764 | $-4,243 | -2.94 % | $332 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Starbucks Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Petmed Express Inc | PETS | US | Veterinary Products | 1,100 | New Holding | 1,100 | 100 % | $18,073 | $17,875 | $-198 | -1.09 % | $-198 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Petmed Express Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Petsmart Inc | PETM | US | Retail-Pet Food And Supplies | 130 | No Change | 0 | 0 % | $3,379 | $3,336 | $-43 | -1.26 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Petsmart Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pharmaceutical Product Development Inc | PPDI | US | Research And Development | 1,000 | New Holding | 1,000 | 100 % | $21,190 | $21,020 | $-170 | -0.80 % | $-170 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pharmaceutical Product Development Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | T Rowe Price Group Inc | TROW | US | Invest Mgmnt/Advis Serv | 359 | Added More | 35 | 10.80 % | $18,277 | $17,487 | $-790 | -4.32 % | $-77 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of T Rowe Price Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wells Fargo And Co | WFC | US | Unknown | 32,686 | Added More | 6,581 | 25.20 % | $922,072 | $910,959 | $-11,113 | -1.20 % | $-2,238 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wells Fargo And Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Teva Pharmaceutical Industries Ltd | TEVA | IL | Medical-Generic Drugs | 1,614 | Added More | 200 | 14.14 % | $85,235 | $85,090 | $-145 | -0.17 % | $-18 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Teva Pharmaceutical Industries Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Usa Mobility Inc | USMO | US | Telecom Services | 1,000 | No Change | 0 | 0 % | $10,680 | $10,370 | $-310 | -2.90 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Usa Mobility Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rf Micro Devices Inc | RFMD | US | Wireless Equipment | 200 | No Change | 0 | 0 % | $916 | $878 | $-38 | -4.14 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rf Micro Devices Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rambus Inc | RMBS | US | Electronic Compo-Semicon | 111 | No Change | 0 | 0 % | $2,067 | $2,009 | $-58 | -2.79 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rambus Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Watts Water Technologies Inc | WTS | US | Instruments-Controls | 500 | New Holding | 500 | 100 % | $15,785 | $15,495 | $-290 | -1.83 % | $-290 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Watts Water Technologies Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tomkins Plc | TKS | DE | Diversified Manufact Op | 0 | Sold All | -454 | -100 % | - | - | - | -7.26 % | $413 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tomkins Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Daimler Ag | DAI | DE | Auto-Cars/Light Trucks | 230 | No Change | 0 | 0 % | $12,321 | $11,981 | $-340 | -2.76 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Daimler Ag |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hugoton Royalty Trust | HGT | US | Oil-Us Royalty Trusts | 127,970 | Added More | 3,600 | 2.89 % | $2,146,057 | $2,093,589 | $-52,468 | -2.44 % | $-1,476 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hugoton Royalty Trust |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rio Tinto Plc | RTP | US | Metal-Diversified | 38 | Added More | 8 | 26.66 % | $8,390 | $8,052 | $-338 | -4.03 % | $-71 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rio Tinto Plc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cvscaremark Corp | CVS | US | Retail-Drug Store | 4,227 | Added More | 2,312 | 120.73 % | $127,613 | $133,742 | $6,129 | 4.80 % | $3,352 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cvscaremark Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Abraxis Bioscience Inc | ABII | US | Medical-Biomedical/Gene | 26 | New Holding | 26 | 100 % | $890 | $880 | $-10 | -1.11 % | $-10 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Abraxis Bioscience Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dorchester Minerals Lp | DMLP | US | Oil Comp-Explor And Prodtn | 200 | No Change | 0 | 0 % | $4,310 | $4,170 | $-140 | -3.24 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dorchester Minerals Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wynn Resorts Ltd | WYNN | US | Casino Hotels | 13 | New Holding | 13 | 100 % | $891 | $830 | $-60 | -6.75 % | $-60 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wynn Resorts Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | X-Rite Inc | XRIT | US | Instruments-Controls | 4,400 | No Change | 0 | 0 % | $8,800 | $8,976 | $176 | 2.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of X-Rite Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Urban Outfitters Inc | URBN | US | Retail-Apparel/Shoe | 100 | No Change | 0 | 0 % | $3,456 | $3,218 | $-238 | -6.88 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Urban Outfitters Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Varian Semiconductor Equipment Associates Inc | VSEA | US | Semiconductor Equipment | 15 | Sold Some | -62 | -80.51 % | $482 | $455 | $-27 | -5.59 % | $112 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Varian Semiconductor Equipment Associates Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Syntel Inc | SYNT | US | Computer Services | 1,000 | No Change | 0 | 0 % | $40,950 | $39,630 | $-1,320 | -3.22 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Syntel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Safeway Inc | SWY | US | Food-Retail | 1,477 | Added More | 573 | 63.38 % | $34,340 | $33,410 | $-931 | -2.70 % | $-361 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Safeway Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | 3m Co | MMM | US | Diversified Manufact Op | 1,293 | Added More | 284 | 28.14 % | $100,880 | $99,096 | $-1,784 | -1.76 % | $-392 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of 3m Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tjx Cos Inc | TJX | US | Retail-Discount | 508 | No Change | 0 | 0 % | $20,076 | $19,710 | $-366 | -1.82 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tjx Cos Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Urs Corp | URS | US | Engineering/R And D Services | 450 | No Change | 0 | 0 % | $20,318 | $19,386 | $-932 | -4.58 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Urs Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ultrapar Participacoes Sa | UGP | US | Petrochemicals | 56 | New Holding | 56 | 100 % | $2,742 | $2,688 | $-54 | -1.98 % | $-54 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ultrapar Participacoes Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Unisys Corp | UIS | US | Computer Services | 0 | Sold All | -205 | -100 % | - | - | - | -3.26 % | $228 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Unisys Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Suburban Propane Partners Lp | SPH | US | Retail-Propane Distrib | 500 | No Change | 0 | 0 % | $21,910 | $22,125 | $215 | 0.98 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Suburban Propane Partners Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Swift Energy Co | SFY | US | Oil Comp-Explor And Prodtn | 1,000 | No Change | 0 | 0 % | $23,510 | $21,900 | $-1,610 | -6.84 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Swift Energy Co |
| 2009-11-16 | 2009-09-30 | 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 |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sigma-Aldrich Corp | SIAL | US | Chemicals-Specialty | 1,950 | No Change | 0 | 0 % | $108,362 | $105,183 | $-3,179 | -2.93 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sigma-Aldrich Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Eagle Bulk Shipping Inc | EGLE | MH | Transport-Marine | 0 | Sold All | -550 | -100 % | - | - | - | 1.35 % | $-44 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eagle Bulk Shipping Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Vf Corp | VFC | US | Apparel Manufacturers | 2,256 | Added More | 26 | 1.16 % | $170,418 | $163,470 | $-6,948 | -4.07 % | $-80 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vf Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wal-Mart Stores Inc | WMT | US | Retail-Discount | 6,171 | Added More | 507 | 8.95 % | $328,050 | $334,962 | $6,912 | 2.10 % | $568 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Wal-Mart Stores Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Exxon Mobil Corp | XOM | US | Oil Comp-Integrated | 12,263 | Added More | 3,535 | 40.50 % | $912,735 | $912,122 | $-613 | -0.06 % | $-177 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Exxon Mobil Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | L-3 Communications Holdings Inc | LLL | US | Electronics-Military | 1,340 | Added More | 175 | 15.02 % | $106,021 | $103,890 | $-2,131 | -2.00 % | $-278 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of L-3 Communications Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Integrys Energy Group Inc | TEG | US | Electric-Integrated | 495 | No Change | 0 | 0 % | $19,176 | $18,884 | $-292 | -1.52 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Integrys Energy Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lincoln National Corp | LNC | US | Life/Health Insurance | 60 | Sold Some | -340 | -85.00 % | $1,476 | $1,412 | $-64 | -4.34 % | $364 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lincoln National Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Live Nation Inc | LYV | US | Commercial Services | 43 | Added More | 18 | 72.00 % | $341 | $317 | $-25 | -7.17 % | $-10 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Live Nation Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pg And E Corp | PCG | US | Electric-Integrated | 12,999 | Added More | 645 | 5.22 % | $553,757 | $547,258 | $-6,500 | -1.17 % | $-323 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pg And E Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Polo Ralph Lauren Corp | RL | US | Retail-Apparel/Shoe | 99 | New Holding | 99 | 100 % | $8,097 | $7,778 | $-319 | -3.93 % | $-319 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Polo Ralph Lauren Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Range Resources Corp | RRC | US | Oil Comp-Explor And Prodtn | 133 | New Holding | 133 | 100 % | $6,512 | $6,183 | $-329 | -5.04 % | $-329 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Range Resources Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Raytheon Co | RTN | US | Aerospace/Defense | 1,238 | Added More | 496 | 66.84 % | $61,652 | $62,630 | $978 | 1.58 % | $392 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Raytheon Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Red Hat Inc | RHT | US | Applications Software | 400 | No Change | 0 | 0 % | $11,444 | $10,836 | $-608 | -5.31 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Red Hat Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Reynolds American Inc | RAI | US | Tobacco | 334 | Added More | 134 | 67.00 % | $17,037 | $16,994 | $-43 | -0.25 % | $-17 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Reynolds American Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Devon Energy Corp | DVN | US | Oil Comp-Explor And Prodtn | 16,069 | Added More | 3,445 | 27.28 % | $1,140,738 | $1,084,658 | $-56,081 | -4.91 % | $-12,023 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Devon Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Walt Disney Cothe | DIS | US | Multimedia | 8,704 | Added More | 1,448 | 19.95 % | $267,213 | $261,207 | $-6,006 | -2.24 % | $-999 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Walt Disney Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dolby Laboratories Inc | DLB | US | Industr Audio And Video Prod | 102 | Sold Some | -278 | -73.15 % | $4,409 | $4,415 | $5 | 0.11 % | $-14 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dolby Laboratories Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dow Chemical Cothe | DOW | US | Chemicals-Diversified | 2,450 | Added More | 1,441 | 142.81 % | $70,732 | $68,429 | $-2,303 | -3.25 % | $-1,355 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dow Chemical Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Allergan Incunited States | AGN | US | Medical-Drugs | 100 | New Holding | 100 | 100 % | $5,993 | $5,862 | $-131 | -2.18 % | $-131 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Allergan Incunited States |
| 2009-11-16 | 2009-09-30 | 13F-HR | First American Corp | FAF | US | Unknown | 5,000 | No Change | 0 | 0 % | $169,300 | $162,050 | $-7,250 | -4.28 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of First American Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Allstate Corpthe | ALL | US | Multi-Line Insurance | 705 | New Holding | 705 | 100 % | $20,706 | $20,530 | $-176 | -0.85 % | $-176 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Allstate Corpthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Korea Electric Power Corp | KEP | KR | Electric-Integrated | 150 | Sold Some | -674 | -81.79 % | $2,213 | $2,106 | $-107 | -4.81 % | $479 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Korea Electric Power Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Paychex Inc | PAYX | US | Commercial Serv-Finance | 1,100 | New Holding | 1,100 | 100 % | $34,617 | $34,155 | $-462 | -1.33 % | $-462 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Paychex Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cathay General Bancorp | CATY | US | Commer Banks-Western Us | 10,800 | No Change | 0 | 0 % | $88,560 | $85,968 | $-2,592 | -2.92 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cathay General Bancorp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Celgene Corp | CELG | US | Medical-Biomedical/Gene | 1,792 | Added More | 582 | 48.09 % | $96,786 | $98,399 | $1,613 | 1.66 % | $524 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Celgene Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | First Niagara Financial Group Inc | FNFG | US | S And L/Thrifts-Eastern Us | 113 | Added More | 74 | 189.74 % | $1,502 | $1,497 | $-5 | -0.30 % | $-3 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of First Niagara Financial Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Infosys Technologies Ltd | INFY | US | Applications Software | 68 | New Holding | 68 | 100 % | $3,530 | $3,484 | $-46 | -1.30 % | $-46 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Infosys Technologies Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Genzyme Corp | GENZ | US | Medical-Biomedical/Gene | 270 | Sold Some | -590 | -68.60 % | $13,362 | $13,514 | $151 | 1.13 % | $-330 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Genzyme Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gilead Sciences Inc | GILD | US | Therapeutics | 1,324 | Sold Some | -48 | -3.49 % | $62,797 | $61,420 | $-1,377 | -2.19 % | $50 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gilead Sciences Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mantech International Corp | MANT | US | Enterprise Software/Serv | 100 | No Change | 0 | 0 % | $4,526 | $4,422 | $-104 | -2.29 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mantech International Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | NTRS | US | Fiduciary Banks | 44 | Added More | 24 | 120.00 % | $2,108 | $2,079 | $-29 | -1.39 % | $-16 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Northern Trust Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Novellus Systems Inc | NVLS | US | Semiconductor Equipment | 365 | Sold Some | -250 | -40.65 % | $8,147 | $7,650 | $-496 | -6.09 % | $340 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Novellus Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rent-A-Center Inctx | RCII | US | Rental Auto/Equipment | 1,800 | No Change | 0 | 0 % | $33,966 | $32,742 | $-1,224 | -3.60 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Rent-A-Center Inctx |
| 2009-11-16 | 2009-09-30 | 13F-HR | Abaxis Inc | ABAX | US | Medical Instruments | 55,755 | No Change | 0 | 0 % | $1,327,527 | $1,257,833 | $-69,694 | -5.24 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Abaxis Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Whiting Petroleum Corp | WLL | US | Oil Comp-Explor And Prodtn | 1,000 | No Change | 0 | 0 % | $63,780 | $59,990 | $-3,790 | -5.94 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Whiting Petroleum Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Xcel Energy Inc | XEL | US | Electric-Integrated | 3,415 | Sold Some | -1,334 | -28.09 % | $68,402 | $68,368 | $-34 | -0.04 % | $13 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xcel Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Xerox Corp | XRX | US | Office Automation And Equip | 570 | Added More | 410 | 256.25 % | $4,566 | $4,463 | $-103 | -2.24 % | $-74 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Xerox Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Broadridge Financial Solutions Inc | BR | US | Data Processing/Mgmt | 3,855 | Added More | 53 | 1.39 % | $88,395 | $85,812 | $-2,583 | -2.92 % | $-36 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Broadridge Financial Solutions Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Burlington Northern Santa Fe Corp | BNI | US | Transport-Rail | 2,164 | No Change | 0 | 0 % | $212,180 | $212,288 | $108 | 0.05 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Burlington Northern Santa Fe Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Capital One Financial Corp | COF | IT | Super-Regional Banks-Us | 105 | Sold Some | -60 | -36.36 % | $4,188 | $3,959 | $-230 | -5.49 % | $131 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Capital One Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Federated Investors Inc | FII | US | Invest Mgmnt/Advis Serv | 414 | No Change | 0 | 0 % | $11,555 | $11,029 | $-526 | -4.55 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Federated Investors Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Frontline Ltd | FRO | BM | Transport-Marine | 1,000 | No Change | 0 | 0 % | $27,620 | $26,630 | $-990 | -3.58 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Frontline Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tower Group Inc | TWGP | DK | Property/Casualty Ins | 1,200 | New Holding | 1,200 | 100 % | $29,328 | $29,076 | $-252 | -0.85 % | $-252 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tower Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Commerce Bancshares Inckansas City Mo | CBSH | US | Commer Banks-Central Us | 175 | Sold Some | -80 | -31.37 % | $7,051 | $7,119 | $68 | 0.96 % | $-31 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Commerce Bancshares Inckansas City Mo |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hershey Cothe | HSY | US | Food-Confectionery | 220 | Added More | 120 | 120.00 % | $8,516 | $8,180 | $-337 | -3.95 % | $-184 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hershey Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hess Corp | HES | US | Oil Comp-Integrated | 604 | Added More | 38 | 6.71 % | $34,802 | $35,539 | $737 | 2.11 % | $46 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hess Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hewlett-Packard Co | HPQ | US | Computers | 2,338 | Added More | 1,650 | 239.82 % | $118,794 | $116,994 | $-1,800 | -1.51 % | $-1,271 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hewlett-Packard Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Highwoods Properties Inc | HIW | US | Reits-Office Property | 300 | No Change | 0 | 0 % | $9,177 | $9,021 | $-156 | -1.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Highwoods Properties Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Entergy Corp | ETR | US | Electric-Integrated | 5,227 | Added More | 400 | 8.28 % | $416,435 | $406,608 | $-9,827 | -2.35 % | $-752 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Entergy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Energy Transfer Partners Lp | ETP | US | Pipelines | 1,200 | No Change | 0 | 0 % | $52,296 | $52,068 | $-228 | -0.43 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Energy Transfer Partners Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Belo Corp | BLC | US | Multimedia | 0 | Sold All | -20,000 | -100 % | - | - | - | -5.05 % | $5,200 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Belo Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Boardwalk Pipeline Partners Lp | BWP | US | Pipelines | 49,050 | Added More | 2,750 | 5.93 % | $1,343,480 | $1,339,065 | $-4,415 | -0.32 % | $-248 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Boardwalk Pipeline Partners Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Brasil Telecom Participacoes Sa | BRP | BR | Telephone-Integrated | 74 | New Holding | 74 | 100 % | $4,493 | - | - | - % | | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Brasil Telecom Participacoes Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Federal National Mortgage Association | FNM | US | Finance-Mtge Loan/Banker | 300 | No Change | 0 | 0 % | $303 | $306 | $3 | 0.99 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Federal National Mortgage Association |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fedex Corp | FDX | US | Transport-Services | 25 | New Holding | 25 | 100 % | $2,120 | $2,045 | $-76 | -3.56 % | $-76 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fedex Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ferrellgas Partners-Lp | FGP | US | Retail-Propane Distrib | 272 | No Change | 0 | 0 % | $5,826 | $5,859 | $33 | 0.56 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ferrellgas Partners-Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fidelity National Information Services Inc | FIS | US | Data Processing/Mgmt | 1,909 | Added More | 1,650 | 637.06 % | $43,201 | $43,392 | $191 | 0.44 % | $165 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fidelity National Information Services Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fidelity National Financial Inc | FNF | US | Property/Casualty Ins | 1,787 | Added More | 1,200 | 204.42 % | $25,429 | $24,625 | $-804 | -3.16 % | $-540 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fidelity National Financial Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fluor Corp | FLR | US | Engineering/R And D Services | 1,159 | Added More | 209 | 22.00 % | $52,480 | $51,367 | $-1,113 | -2.12 % | $-201 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fluor Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Duke Energy Corp | DUK | US | Electric-Integrated | 8,161 | Added More | 450 | 5.83 % | $132,208 | $132,371 | $163 | 0.12 % | $9 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Duke Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dun And Bradstreet Corp | DNB | US | Data Processing/Mgmt | 450 | New Holding | 450 | 100 % | $36,630 | $35,942 | $-689 | -1.87 % | $-689 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Dun And Bradstreet Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ensco International Inc | ESV | US | Oil And Gas Drilling | 24,522 | Added More | 1 | 0.00 % | $1,163,569 | $1,087,305 | $-76,263 | -6.55 % | $-3 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ensco International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Eastman Kodak Co | EK | US | Photo Equipment And Supplies | 0 | Sold All | -120 | -100 % | - | - | - | -4.06 % | $20 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eastman Kodak Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Edwards Lifesciences Corp | EW | US | Medical Instruments | 416 | New Holding | 416 | 100 % | $33,779 | $33,800 | $21 | 0.06 % | $21 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Edwards Lifesciences Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | El Paso Corp | EP | US | Pipelines | 1,857 | Sold Some | -480 | -20.53 % | $19,257 | $17,753 | $-1,504 | -7.81 % | $389 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of El Paso Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Intuitive Surgical Inc | ISRG | US | Medical Instruments | 12 | New Holding | 12 | 100 % | $3,361 | $3,317 | $-44 | -1.29 % | $-44 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Intuitive Surgical Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Google Inc | GOOG | US | Web Portals/Isp | 329 | Added More | 71 | 27.51 % | $189,596 | $187,517 | $-2,079 | -1.09 % | $-449 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Google Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cameron International Corp | CAM | US | Oil Field Mach And Equip | 168 | Sold Some | -200 | -54.34 % | $6,952 | $6,297 | $-655 | -9.42 % | $780 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cameron International Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Cardinal Health Inc | CAH | US | Medical-Whsle Drug Dist | 499 | New Holding | 499 | 100 % | $15,699 | $15,853 | $155 | 0.98 % | $155 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Cardinal Health Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Chesapeake Energy Corp | CHK | US | Oil Comp-Explor And Prodtn | 2,000 | New Holding | 2,000 | 100 % | $50,280 | $46,060 | $-4,220 | -8.39 % | $-4,220 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Chesapeake Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | China Telecom Corp Ltd | CHA | US | Telecom Services | 200 | No Change | 0 | 0 % | $9,344 | $9,038 | $-306 | -3.27 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of China Telecom Corp Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citigroup Inc | C | US | Finance-Invest Bnkr/Brkr | 36,232 | Added More | 1,542 | 4.44 % | $151,450 | $152,174 | $725 | 0.47 % | $31 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Citigroup Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Clorox Co | CLX | US | Consumer Products-Misc | 1,184 | Added More | 84 | 7.63 % | $71,087 | $70,626 | $-462 | -0.64 % | $-33 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Clorox Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kraft Foods Inc | KFT | US | Food-Misc/Diversified | 4,524 | Added More | 3,626 | 403.78 % | $124,998 | $122,917 | $-2,081 | -1.66 % | $-1,668 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kraft Foods Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kroger Cothe | KR | US | Food-Retail | 1,460 | Added More | 808 | 123.92 % | $34,193 | $33,376 | $-818 | -2.39 % | $-452 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kroger Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Laboratory Corp Of America Holdings | LH | US | Medical Labs And Testing Srv | 139 | Added More | 19 | 15.83 % | $10,289 | $10,239 | $-50 | -0.48 % | $-7 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Laboratory Corp Of America Holdings |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lasalle Hotel Properties | LHO | US | Reits-Hotels | 70 | Sold Some | -277 | -79.82 % | $1,460 | $1,312 | $-148 | -10.16 % | $587 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lasalle Hotel Properties |
| 2009-11-16 | 2009-09-30 | 13F-HR | Leucadia National Corp | LUK | US | Diversified Operations | 157,010 | Added More | 14,050 | 9.82 % | $3,606,520 | $3,440,089 | $-166,431 | -4.61 % | $-14,893 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Leucadia National Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Eli Lilly And Co | LLY | US | Medical-Drugs | 2,881 | Added More | 141 | 5.14 % | $103,399 | $105,416 | $2,017 | 1.95 % | $99 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Eli Lilly And Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Travelers Cos Incthe | TRV | US | Property/Casualty Ins | 1,500 | New Holding | 1,500 | 100 % | $79,410 | $78,570 | $-840 | -1.05 % | $-840 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Travelers Cos Incthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Enterprise Products Partners Lp | EPD | US | Pipelines | 467 | New Holding | 467 | 100 % | $13,786 | $13,697 | $-89 | -0.64 % | $-89 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Enterprise Products Partners Lp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Exelon Corp | EXC | US | Electric-Integrated | 1,308 | No Change | 0 | 0 % | $62,012 | $61,227 | $-785 | -1.26 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Exelon Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmc Technologies Inc | FTI | US | Oil Field Mach And Equip | 70 | New Holding | 70 | 100 % | $4,101 | $3,806 | $-295 | -7.20 % | $-295 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Fmc Technologies Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lockheed Martin Corp | LMT | US | Aerospace/Defense | 1,127 | Added More | 294 | 35.29 % | $86,756 | $85,765 | $-992 | -1.14 % | $-259 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lockheed Martin Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Lowes Cos Inc | LOW | US | Retail-Building Products | 1,564 | Added More | 64 | 4.26 % | $34,001 | $33,391 | $-610 | -1.79 % | $-25 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Lowes Cos Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mdu Resources Group Inc | MDU | US | Electric-Integrated | 779 | No Change | 0 | 0 % | $17,574 | $17,146 | $-428 | -2.43 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mdu Resources Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mgic Investment Corp | MTG | US | Financial Guarantee Ins | 40 | New Holding | 40 | 100 % | $176 | $166 | $-10 | -5.90 % | $-10 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mgic Investment Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Marathon Oil Corp | MRO | US | Oil Comp-Integrated | 3,750 | Added More | 50 | 1.35 % | $131,888 | $123,825 | $-8,063 | -6.11 % | $-108 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marathon Oil Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Marriott International Incde | MAR | US | Hotels And Motels | 824 | Sold Some | -96 | -10.43 % | $22,841 | $21,531 | $-1,310 | -5.73 % | $153 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Marriott International Incde |
| 2009-11-16 | 2009-09-30 | 13F-HR | Martin Marietta Materials Inc | MLM | US | Bldg Prod-Cement/Aggreg | 283 | No Change | 0 | 0 % | $25,133 | $24,468 | $-665 | -2.64 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Martin Marietta Materials Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hospira Inc | HSP | US | Drug Delivery Systems | 265 | Added More | 205 | 341.66 % | $12,744 | $12,423 | $-321 | -2.51 % | $-248 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hospira Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | International Game Technology | IGT | US | Casino Services | 10 | No Change | 0 | 0 % | $208 | $194 | $-13 | -6.44 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of International Game Technology |
| 2009-11-16 | 2009-09-30 | 13F-HR | Investment Technology Group Inc | ITG | US | Finance-Invest Bnkr/Brkr | 136 | No Change | 0 | 0 % | $2,690 | $2,487 | $-203 | -7.53 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Investment Technology Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jarden Corp | JAH | US | Consumer Products-Misc | 18 | No Change | 0 | 0 % | $535 | $511 | $-24 | -4.44 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jarden Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Johnson And Johnson | JNJ | US | Medical Products | 28,576 | Added More | 8,887 | 45.13 % | $1,777,141 | $1,780,571 | $3,429 | 0.19 % | $1,066 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Johnson And Johnson |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jones Lang Lasalle Inc | JLL | US | Real Estate Mgmnt/Servic | 30 | Added More | 15 | 100.00 % | $1,646 | $1,528 | $-118 | -7.16 % | $-59 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jones Lang Lasalle Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gamestop Corp | GME | US | Retail-Computer Equip | 200 | No Change | 0 | 0 % | $4,880 | $5,098 | $218 | 4.46 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gamestop Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gannett Co Inc | GCI | US | Publishing-Newspapers | 3,500 | Sold Some | -70 | -1.96 % | $40,250 | $36,330 | $-3,920 | -9.73 % | $78 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gannett Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gap Incthe | GPS | US | Retail-Apparel/Shoe | 1,222 | Added More | 232 | 23.43 % | $27,483 | $26,823 | $-660 | -2.40 % | $-125 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gap Incthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | General Mills Inc | GIS | US | Food-Misc/Diversified | 357 | New Holding | 357 | 100 % | $24,180 | $24,255 | $75 | 0.31 % | $75 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of General Mills Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Comerica Inc | CMA | US | Super-Regional Banks-Us | 456 | Added More | 1 | 0.21 % | $12,996 | $12,727 | $-269 | -2.07 % | $-1 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Comerica Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Conagra Foods Inc | CAG | US | Food-Misc/Diversified | 280 | Sold Some | -71 | -20.22 % | $6,283 | $6,258 | $-25 | -0.40 % | $6 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Conagra Foods Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Conocophillips | COP | US | Oil Comp-Integrated | 6,316 | Added More | 787 | 14.23 % | $340,053 | $328,937 | $-11,116 | -3.26 % | $-1,385 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Conocophillips |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nordstrom Inc | JWN | US | Retail-Apparel/Shoe | 1,521 | Added More | 21 | 1.40 % | $53,311 | $51,638 | $-1,673 | -3.13 % | $-23 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nordstrom Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Jc Penney Co Inc | JCP | US | Retail-Major Dept Store | 415 | Added More | 111 | 36.51 % | $12,902 | $12,213 | $-689 | -5.33 % | $-184 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Jc Penney Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Genworth Financial Inc | GNW | US | Multi-Line Insurance | 2,006 | Added More | 284 | 16.49 % | $23,109 | $22,086 | $-1,023 | -4.42 % | $-145 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Genworth Financial Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Goldman Sachs Group Incthe | GS | US | Finance-Invest Bnkr/Brkr | 175 | Added More | 117 | 201.72 % | $31,019 | $29,752 | $-1,267 | -4.08 % | $-847 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Goldman Sachs Group Incthe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Goodyear Tire And Rubber Cothe | GT | US | Rubber-Tires | 100 | New Holding | 100 | 100 % | $1,457 | $1,411 | $-46 | -3.15 % | $-46 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Goodyear Tire And Rubber Cothe |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hni Corp | HNI | US | Office Furnishings-Orig | 1,400 | No Change | 0 | 0 % | $38,248 | $36,666 | $-1,582 | -4.13 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hni Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hanesbrands Inc | HBI | US | Retail-Apparel/Shoe | 60 | No Change | 0 | 0 % | $1,551 | $1,469 | $-82 | -5.26 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hanesbrands Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hartford Financial Services Group Inc | HIG | US | Multi-Line Insurance | 3,288 | Added More | 109 | 3.42 % | $83,186 | $82,200 | $-986 | -1.18 % | $-33 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hartford Financial Services Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hawaiian Electric Industries Inc | HE | US | Electric-Integrated | 288 | No Change | 0 | 0 % | $5,596 | $5,512 | $-84 | -1.49 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hawaiian Electric Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Health Net Inc | HNT | US | Medical-Hmo | 1,800 | New Holding | 1,800 | 100 % | $34,002 | $36,198 | $2,196 | 6.45 % | $2,196 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Health Net Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Portugal Telecom Sgps Sa | PT | US | Telephone-Integrated | 355 | Added More | 155 | 77.50 % | $4,253 | $4,285 | $32 | 0.75 % | $14 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Portugal Telecom Sgps Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | PFG | US | Life/Health Insurance | 177 | No Change | 0 | 0 % | $4,737 | $4,563 | $-173 | -3.66 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Principal Financial Group Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Tim Participacoes Sa | TSU | US | Cellular Telecom | 16 | New Holding | 16 | 100 % | $432 | $414 | $-19 | -4.29 % | $-19 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Tim Participacoes Sa |
| 2009-11-16 | 2009-09-30 | 13F-HR | Toll Brothers Inc | TOL | US | Bldg-Residential/Commer | 80 | Sold Some | -430 | -84.31 % | $1,698 | $1,602 | $-96 | -5.65 % | $516 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Toll Brothers Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Torchmark Corp | TMK | US | Life/Health Insurance | 800 | New Holding | 800 | 100 % | $35,320 | $33,856 | $-1,464 | -4.14 % | $-1,464 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Torchmark Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Transatlantic Holdings Inc | TRH | US | Reinsurance | 480 | New Holding | 480 | 100 % | $26,443 | $26,266 | $-178 | -0.67 % | $-178 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Transatlantic Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Westamerica Bancorporation | WABC | US | Commer Banks-Western Us | 71,551 | Added More | 100 | 0.13 % | $3,769,307 | $3,727,807 | $-41,500 | -1.10 % | $-58 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Westamerica Bancorporation |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gold Fields Ltd | GFI | US | Gold Mining | 0 | Sold All | -694 | -100 % | - | - | - | -2.40 % | $250 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Gold Fields Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp | USB | US | Super-Regional Banks-Us | 29,394 | Sold Some | -5,786 | -16.44 % | $687,232 | $684,586 | $-2,645 | -0.38 % | $521 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Us Bancorp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ugi Corp | UGI | US | Gas-Distribution | 366 | No Change | 0 | 0 % | $8,766 | $8,550 | $-216 | -2.46 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ugi Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Memc Electronic Materials Inc | WFR | IT | Electronic Compo-Semicon | 2,000 | Added More | 1,000 | 100.00 % | $26,740 | $24,160 | $-2,580 | -9.64 % | $-1,290 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Memc Electronic Materials Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Maui Land And Pineapple Co Inc | MLP | US | Agricultural Operations | 200 | No Change | 0 | 0 % | $1,230 | $1,200 | $-30 | -2.43 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Maui Land And Pineapple Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Varian Medical Systems Inc | VAR | US | Medical Products | 0 | Sold All | -17 | -100 % | - | - | - | -2.08 % | $16 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Varian Medical Systems Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Verizon Communications Inc | VZ | US | Telephone-Integrated | 5,009 | Added More | 2,797 | 126.44 % | $151,923 | $152,424 | $501 | 0.32 % | $280 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Verizon Communications Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Vulcan Materials Co | VMC | US | Quarrying | 253 | New Holding | 253 | 100 % | $12,698 | $12,592 | $-106 | -0.83 % | $-106 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Vulcan Materials Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ppg Industries Inc | PPG | US | Chemicals-Diversified | 335 | New Holding | 335 | 100 % | $20,579 | $19,849 | $-730 | -3.54 % | $-730 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Ppg Industries Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Packaging Corp Of America | PKG | US | Containers-Paper/Plastic | 610 | Added More | 1 | 0.16 % | $12,127 | $11,956 | $-171 | -1.40 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Packaging Corp Of America |
| 2009-11-16 | 2009-09-30 | 13F-HR | Parker Drilling Co | PKD | US | Oil And Gas Drilling | 2,400 | No Change | 0 | 0 % | $12,504 | $12,288 | $-216 | -1.72 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Parker Drilling Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pep Boys-Manny Moe And Jack | PBY | US | Retail-Auto Parts | 4,000 | No Change | 0 | 0 % | $34,920 | $33,200 | $-1,720 | -4.92 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pep Boys-Manny Moe And Jack |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pepco Holdings Inc | POM | US | Electric-Integrated | 659 | No Change | 0 | 0 % | $10,399 | $10,241 | $-158 | -1.52 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pepco Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pepsico Incnc | PEP | US | Beverages-Non-Alcoholic | 7,021 | Added More | 1,107 | 18.71 % | $438,321 | $435,864 | $-2,457 | -0.56 % | $-387 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Pepsico Incnc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mcclatchy Co | MNI | US | Publishing-Newspapers | 200 | No Change | 0 | 0 % | $618 | $596 | $-22 | -3.55 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mcclatchy Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mcdonalds Corp | MCD | US | Retail-Restaurants | 1,181 | Added More | 179 | 17.86 % | $76,210 | $75,549 | $-661 | -0.86 % | $-100 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mcdonalds Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mechel | MTL | RO | Steel-Producers | 150 | No Change | 0 | 0 % | $3,273 | $3,087 | $-186 | -5.68 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mechel |
| 2009-11-16 | 2009-09-30 | 13F-HR | Medco Health Solutions Inc | MHS | US | Pharmacy Services | 534 | Added More | 82 | 18.14 % | $33,161 | $32,900 | $-262 | -0.78 % | $-40 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Medco Health Solutions Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Merck And Co Incnj | MRK | US | Medical-Drugs | 6,239 | Added More | 685 | 12.33 % | $210,941 | $227,474 | $16,533 | 7.83 % | $1,815 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Merck And Co Incnj |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mettler Toledo International Inc | MTD | US | Instruments-Controls | 230 | Added More | 50 | 27.77 % | $23,152 | $22,846 | $-306 | -1.32 % | $-67 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mettler Toledo International Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Micron Technology Inc | MU | US | Electronic Compo-Semicon | 710 | Added More | 430 | 153.57 % | $5,424 | $5,155 | $-270 | -4.97 % | $-163 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Micron Technology Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Murphy Oil Corp | MUR | US | Oil Comp-Integrated | 63 | Added More | 10 | 18.86 % | $3,837 | $3,595 | $-242 | -6.30 % | $-38 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Murphy Oil Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | National Oilwell Varco Inc | NOV | US | Oil Field Mach And Equip | 671 | Sold Some | -52 | -7.19 % | $30,504 | $28,712 | $-1,792 | -5.87 % | $139 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of National Oilwell Varco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sempra Energy | SRE | US | Gas-Distribution | 11,739 | Added More | 3,002 | 34.35 % | $618,411 | $609,958 | $-8,452 | -1.36 % | $-2,161 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Sempra Energy |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shinhan Financial Group Co Ltd | SHG | US | Diversified Finan Serv | 200 | No Change | 0 | 0 % | $16,800 | $17,084 | $284 | 1.69 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Shinhan Financial Group Co Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Simpson Manufacturing Co Inc | SSD | US | Bldg And Construct Prod-Misc | 855 | Sold Some | -115 | -11.85 % | $22,905 | $22,016 | $-889 | -3.88 % | $120 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Simpson Manufacturing Co Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | New York Community Bancorp Inc | NYB | US | S And L/Thrifts-Eastern Us | 2,108 | Added More | 108 | 5.40 % | $24,221 | $23,757 | $-464 | -1.91 % | $-24 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of New York Community Bancorp Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Newcastle Investment Corp | NCT | US | Reits-Mortgage | 0 | Sold All | -600 | -100 % | - | - | - | -6.57 % | $90 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Newcastle Investment Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nisource Inc | NI | US | Gas-Distribution | 9 | No Change | 0 | 0 % | $126 | $124 | $-3 | -2.13 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nisource Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Noble Energy Inc | NBL | US | Oil Comp-Explor And Prodtn | 800 | Added More | 5 | 0.62 % | $54,240 | $51,816 | $-2,424 | -4.46 % | $-15 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Noble Energy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nstar | NST | US | Electric-Integrated | 100 | New Holding | 100 | 100 % | $3,280 | $3,205 | $-75 | -2.28 % | $-75 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Nstar |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kaydon Corp | KDN | US | Metal Processors And Fabrica | 1,100 | No Change | 0 | 0 % | $41,316 | $39,501 | $-1,815 | -4.39 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kaydon Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kellogg Co | K | US | Food-Misc/Diversified | 337 | Added More | 114 | 51.12 % | $17,992 | $17,901 | $-91 | -0.50 % | $-31 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kellogg Co |
| 2009-11-16 | 2009-09-30 | 13F-HR | Keycorp | KEY | US | Super-Regional Banks-Us | 105 | Sold Some | -55 | -34.37 % | $587 | $602 | $15 | 2.50 % | $-8 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Keycorp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kimberly-Clark Corp | KMB | US | Consumer Products-Misc | 1,209 | Added More | 343 | 39.60 % | $78,379 | $78,283 | $-97 | -0.12 % | $-27 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kimberly-Clark Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kinetic Concepts Inc | KCI | US | Hospital Beds/Equipment | 100 | No Change | 0 | 0 % | $3,453 | $3,336 | $-117 | -3.38 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Kinetic Concepts Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Research In Motion Ltd | RIMM | CA | Computers | 100 | Sold Some | -65 | -39.39 % | $6,127 | $5,972 | $-155 | -2.52 % | $101 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Research In Motion Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | State Street Corp | STT | US | Fiduciary Banks | 375 | Sold Some | -165 | -30.55 % | $15,259 | $15,300 | $41 | 0.27 % | $-18 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of State Street Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Phillips-Van Heusen Corp | PVH | US | Retail-Apparel/Shoe | 100 | No Change | 0 | 0 % | $4,254 | $4,308 | $54 | 1.26 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Phillips-Van Heusen Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Icici Bank Ltd | IBN | US | Commer Banks Non-Us | 32 | New Holding | 32 | 100 % | $1,273 | $1,217 | $-56 | -4.37 % | $-56 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Icici Bank Ltd |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mattel Inc | MAT | US | Toys | 90 | New Holding | 90 | 100 % | $1,853 | $1,801 | $-52 | -2.81 % | $-52 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mattel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mbia Inc | MBI | US | Financial Guarantee Ins | 0 | Sold All | -9,350 | -100 % | - | - | - | 6.72 % | $-2,057 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Mbia Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alliant Energy Corp | LNT | US | Electric-Integrated | 258 | No Change | 0 | 0 % | $7,209 | $7,064 | $-144 | -2.00 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Alliant Energy Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hubbell Inc | HUBA | US | Power Conv/Supply Equip | 1,029 | Added More | 2 | 0.19 % | $46,717 | $45,585 | $-1,132 | -2.42 % | $-2 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of Hubbell Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | La-Z-Boy Inc | LZB | US | Home Furnishings | 58 | No Change | 0 | 0 % | $428 | $532 | $104 | 24.25 % | $0 | | | | | | News Article | History of Concert Wealth Management Inc Ownership Of La-Z-Boy Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mcmoran Exploration Co | MMR-M | US | Oil Comp-Explor And Pro |
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