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New England Realty Associates
NEN
NEN
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
CIBC Private Wealth Group
Atlanta,
Georgia
| $884K | – | – | – |
|
2
LPL Financial
San Diego,
California
| $794K | -$120K | -2,450 | -13% |
|
|
UFA
3
US Financial Advisors
Braintree,
Massachusetts
| $440K | – | – | – |
|
4
Morgan Stanley
New York
| $228K | – | – | – |
|
5
California Public Employees Retirement System
Sacramento,
California
| $200K | +$195K | +4,000 | New |
|
6
UBS Group
Zurich,
Switzerland
| $110K | -$103K | -2,103 | -49% |
|
7
Bank of America
Charlotte,
North Carolina
| $34K | – | – | – |
|
|
AWS
8
Aris Wealth Services
State College,
Pennsylvania
| $12K | – | – | – |
|
9
Citigroup
New York
| – | -$4K | -83 | Closed |
|
|
AC
10
Alexandria Capital
Arlington,
Virginia
| – | -$3K | -60 | Closed |
|
11
Wells Fargo
San Francisco,
California
| – | -$49 | -1 | -50% |
|