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New England Realty Associates
NEN
NEN
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.25M | -$88.7K | -1,300 | -4% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $955K | +$106K | +1,550 | +13% |
|
3
LPL Financial
San Diego,
California
| $699K | – | – | – |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $563K | +$8.19K | +120 | +2% |
|
5
Morgan Stanley
New York
| $400K | +$169K | +2,473 | +76% |
|
6
Cerity Partners
New York
| $397K | – | – | – |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $286K | -$125K | -1,837 | -31% |
|
8
Bank of America
Charlotte,
North Carolina
| $247K | – | – | – |
|
|
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $218K | – | – | – |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| $209K | +$205K | +3,000 | New |
|
11
Wells Fargo
San Francisco,
California
| $92.1K | – | – | – |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $36K | -$9.69K | -142 | -22% |
|
13
JP Morgan Chase
New York
| $31.4K | – | – | – |
|
14
UBS Group
Zurich,
Switzerland
| – | -$11.4K | -172 | Closed |
|