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Institutional Investment Manager
Modera Wealth Management, LLC
Modera Wealth Management, LLC (CIK: 0001542143) incorporated in Delaware, located at 56 Jefferson Avenue, Westwood, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 108 holdings with a total value of $296,202,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 BECTON DICKINSON & CO 1,270 210,000 0.07%
102 FIRST TR EXCHANGE-TRADED FD 2,264 206,000 0.07%
103 WALGREENS BOOTS ALLIANCE INC 2,442 202,000 0.07%
104 PITNEY BOWES INC 12,656 192,000 0.06%
105 STEWARDSHIP FINL CORP 18,702 183,000 0.06%
106 BOULDER GROWTH & INCOME FUND COM 16,769 150,000 0.05%
107 SYNERGY PHARMACEUTICALS DEL 10,500 64,000 0.02%
108 CTI BIOPHARMA CORP 25,000 10,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000036, filed 2017.02.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.