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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
| $665K | – | – | – |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $401K | – | – | – |
|
3
Cerity Partners
New York
| $386K | +$357K | +5,700 | New |
|
|
WAM
4
Warberg Asset Management
Winnetka,
Illinois
| $339K | -$443K | -7,089 | -59% |
|
5
Morgan Stanley
New York
| $301K | +$62.6K | +1,000 | +29% |
|
6
Bank of America
Charlotte,
North Carolina
| $243K | – | – | – |
|
|
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $233K | – | – | – |
|
|
PPW
8
Pinnacle Private Wealth
Andover,
Massachusetts
| $209K | +$193K | +3,079 | New |
|
|
RJA
9
Raymond James & Associates
St Petersburg,
Florida
| $203K | +$188K | +3,000 | New |
|
10
Wells Fargo
San Francisco,
California
| $90K | – | – | – |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $45K | +$41.3K | +660 | New |
|
12
JP Morgan Chase
New York
| $31K | – | – | – |
|
13
UBS Group
Zurich,
Switzerland
| $1K | -$34.3K | -548 | -96% |
|
14
Goldman Sachs
New York
| – | -$2.13M | -35,000 | Closed |
|