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New England Realty Associates
NEN
NEN
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $1.1M | – | – | – |
|
2
CIBC Private Wealth Group
Atlanta,
Georgia
| $891K | -$106K | -1,500 | -10% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $634K | +$46.5K | +660 | +8% |
|
4
Morgan Stanley
New York
| $325K | +$42.3K | +600 | +15% |
|
5
California Public Employees Retirement System
Sacramento,
California
| $278K | – | – | – |
|
|
GW
6
GW & Wade
Wellesley,
Massachusetts
| $220K | – | – | – |
|
|
RJA
7
Raymond James & Associates
St Petersburg,
Florida
| $211K | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $137K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $41K | +$42.2K | +598 | New |
|
10
AssetMark Inc
Concord,
California
| $17K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $14K | – | – | – |
|
|
CFMC
12
Curbstone Financial Management Corp
Manchester,
New Hampshire
| – | -$250K | -3,500 | Closed |
|
|
SCM
13
Stonehearth Capital Management
Danvers,
Massachusetts
| – | -$216K | -3,022 | Closed |
|