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New England Realty Associates
NEN
NEN
USD
At close
Updated
Pre-market
After hours
1 day
5 days
1 month
3 months
6 months
Year to date
1 year
5 years
10 years
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.48M | +$70.8K | +1,000 | +3% |
|
| 2 |
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $1.6M | +$675K | +9,547 | +76% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $715K | – | – | – |
|
| 4 |
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $663K | -$20.9K | -295 | -3% |
|
| 5 |
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $432K | – | – | – |
|
| 6 |
6
Cerity Partners
New York
| $416K | – | – | – |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| $258K | – | – | – |
|
| 8 |
8
Morgan Stanley
New York
| $239K | -$42.5K | -600 | -15% |
|
| 9 |
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $228K | – | – | – |
|
| 10 |
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| $219K | – | – | – |
|
| 11 |
11
Wells Fargo
San Francisco,
California
| $96.4K | -$71 | -1 | -0.1% |
|
| 12 |
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $48K | – | – | – |
|
| 13 |
13
JP Morgan Chase
New York
| $32.8K | – | – | – |
|