Sym | Issuer Name | Cl | CUSIP | Value ($000) | % | Shares | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
---|
Num | Name | File Number |
---|---|---|
2 | ACR LCG | |
3 | AthenaInvest Global | |
4 | Delaware Capital Large Cap Val | |
5 | DT Investments | |
6 | Federated Strategic Value | |
7 | Financial Architects | |
8 | F-Squared All Weather Premium | |
9 | Good Harbor Tactical Core | |
10 | Gracor Global | |
11 | Hillman Capital Diversified Eq | |
12 | JP Morgan Mid Cap Value | |
13 | Kayne Anderson SMID | |
14 | Navellier Large Cap Growth | |
15 | Neuberger Berman All-Cap Core | |
16 | NorthCoast Tactical Growth | |
17 | Santa Barbara Dividend Growth | |
18 | US Trust NY Value Equity | |
19 | Windhaven Investment |