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New England Realty Associates
NEN

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.83M +$563K +11,400 +46%
LPL Financial
2
LPL Financial
California
$492K
Morgan Stanley
3
Morgan Stanley
New York
$328K +$24.7K +500 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$305K +$1.14K +23 +0.4%
WAM
5
Warberg Asset Management
Illinois
$230K +$226K +4,586 New
UBS Group
6
UBS Group
Switzerland
$96K +$89.1K +1,805 +1,556%
Wells Fargo
7
Wells Fargo
California
$66K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$40K
JP Morgan Chase
9
JP Morgan Chase
New York
$23K
Bank of America
10
Bank of America
North Carolina
$10K
BWM
11
Baystate Wealth Management
Massachusetts
-$32K -660 Closed