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 / |