In NEN 10 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| LPL Financial LLC | 9802 |
| MORGAN STANLEY | 4233 |
| BANK OF AMERICA CORP /DE/ | 3540 |
| RAYMOND JAMES & ASSOCIATES | 3000 |
| WELLS FARGO & CO/MN | 1321 |
| CWM, LLC | 660 |
| UBS Group AG | 492 |
| JPMORGAN CHASE & CO | 450 |
| Aris Wealth Services, Inc. | 249 |
| BOSTON PRIVATE BANK & TRUST CO | 120 |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| Valeri Carl Anthony 5% owner, Asset Manager | 197.04% (202740) | NEN / |
| Jarvis David R | 43.23% (44482) | BRN / NEN / |
| BROWN HAROLD Treasurer | 0.91% (932) | NEN / |
| BROWN RONALD President | 0.30% (311) | NEN / |