Eb5ma New Bedford 1 |
75 Central St Ste 4, Boston, MA 02109 |
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61764xxxx0 |
bob***@e****.com |
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Melfa Wealth Management |
77 Franklin St Boston, MA 02110 |
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61729xxxx0 |
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State Street Massachusetts Securities |
225 Franklin St, Boston, MA 02110 |
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61766xxxx3 |
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Harbourvest Partners |
1 Financial Ctr # 4401, Boston, MA 02111 |
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61734xxxx7 |
aad****@h**********.com |
5 |
4 |
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Scott Grenert |
160 Federal St, Boston, MA 02110 |
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61740xxxx3 |
aos*****@f************.com |
5 |
2 |
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Terence Condren |
160 Federal St, Boston, MA 02110 |
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61747xxxx0 |
aos*****@f************.com |
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Knight Securities |
260 Franklin St, Boston, MA 02110 |
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61791xxxx0 |
gwu********@w*******************.com |
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Edward Jones - Financial Advisor: Karen Laplante |
502 Main St Melrose, MA 02176 |
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78166xxxx5 |
a.j*********@e**********.com |
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Barings |
470 Atlantic Ave, Boston, MA 02210 |
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61776xxxx0 |
aai**@b******.com |
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Carlin Wealth Management Group - Ameriprise Financial Services |
60 State St Ste 2100 Boston, MA 02109 |
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61758xxxx6 |
dns*****@a***.com |
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Wealthy Without Wall Street |
1A Thayer Ave Braintree, MA 02184 |
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85588xxxx4 |
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MetLife |
1 Financial Ctr, Boston, MA 02111 |
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61757xxxx0 |
a@m******.com |
5 |
4 |
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696137 |
4074 |
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Dens Partners, Inc |
22 Mcgrath Hwy, Somerville, MA 02143 |
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78156xxxx3 |
alb*********@d***********.com |
4.4 |
105 |
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Corning Capital Corp |
121 High St, Boston, MA 02110 |
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61742xxxx8 |
bro****@c**************.com |
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Ameriprise Financial Advisors |
11 James St Watertown, MA 02472 |
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61748xxxx8 |
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Front Row Partners |
200 Clarendon St # 35, Boston, MA 02116 |
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61731xxxx2 |
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Ameriprise Financial Advisors |
220 Forbes Rd Ste 300 Braintree, MA 02184 |
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78135xxxx3 |
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Point Judith Capital |
4 Liberty Sq Ste 600, Boston, MA 02109 |
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61760xxxx0 |
ana**@p**.vc |
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Great Point Wealth Advisors, LLC |
One International Pl 45th Floor, Boston, MA 02110 |
|
61758xxxx0 |
bra*@g***************.com |
5 |
1 |
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John Hancock Capital Corp |
Po Box 111, Boston, MA 02117 |
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61757xxxx0 |
abi***********@j*******.com |
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49547 |
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Charles Schwab |
127 Congress St Fl 01 Boston, MA 02110 |
|
61721xxxx0 |
jan*****@s*****.com |
3.8 |
8 |
5 |
2 |
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Wise Stewardship Financial Planning |
348 Cambridge Rd Ste 107 Woburn, MA 01801 |
|
85720xxxx7 |
dan***@w****************.com |
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5 |
27 |
264 |
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John Toomey-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61794xxxx1 |
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Connolly, Paul Timothy |
1 Post Office Sq, Boston, MA 02109 |
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61743xxxx0 |
790*************************************@w*****************.com |
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Mayflower Advisors |
265 Franklin St Fl 4 Boston, MA 02110 |
|
61725xxxx7 |
ali*********@m****************.com |
5 |
2 |
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Montgomery Securities |
2 International Pl, Boston, MA 02110 |
|
61785xxxx0 |
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Barclays Capital |
125 High St Ste 16, Boston, MA 02110 |
|
61733xxxx0 |
hos*******@n*******.net |
1.4 |
18 |
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Watermill Group |
321 Newbury St, Boston, MA 02115 |
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78189xxxx0 |
ask********@w********.com |
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The Patriots Hill Wealth Management Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx1 |
acm***********@m************.com |
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The Heritage Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx4 |
acm***********@m************.com |
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Denise Simpson-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx5 |
acm***********@m************.com |
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Shannon McAllister - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx2 |
ben*******************@u**.com |
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Morgenthaler Ventures |
500 Boylston St, Boston, MA 02116 |
|
61793xxxx0 |
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Feenan Financial Group |
234 Copeland St Ste 220 Quincy, MA 02169 |
|
61777xxxx0 |
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4.3 |
3 |
5 |
1 |
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John Hancock Financial Services |
601 Congress St Boston, MA 02210 |
|
80039xxxx3 |
dns******@m*******.com |
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1 |
109 |
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49383 |
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Mark W. Alibrandi |
160 Federal St, Boston, MA 02110 |
|
61747xxxx4 |
aos*****@f************.com |
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PCP Managers, L.P. |
1 Federal St, Boston, MA 02110 |
|
41591xxxx0 |
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Dubin Clark and Co, Inc. |
323 Newbury St, Boston, MA 02115 |
|
20362xxxx0 |
abr****@d*********.com |
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The Princi Group Wealth Management-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx9 |
acm***********@m************.com |
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TA Associates Inc |
121 High St, Boston, MA 02110 |
|
61747xxxx0 |
aab********@t*.com |
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Justin R Fuery-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx7 |
int**********@m************.com |
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Morgan Stanley Financial Advisors |
28 State St 34th Floor, Boston, MA 02109 |
|
61757xxxx0 |
acm***********@m************.com |
4 |
4 |
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Valor Wealth Partners |
100 Cambridge St 14th floor, Boston, MA 02114 |
|
61764xxxx0 |
ed@v******************.com |
5.03 |
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123 |
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Reynders Mc Veigh Capital Management |
121 High St, Boston, MA 02110 |
|
61722xxxx9 |
ab@r**************.com |
4.3 |
3 |
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Welch & Forbes LLC |
45 School St, Boston, MA 02108 |
|
61752xxxx5 |
asi********@w**********.com |
5 |
1 |
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Scribner, John |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx0 |
alb************@u**.com |
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Edward Jones - Financial Advisor: Brian J Yurovich |
442 Marrett Rd Ste 2 Lexington, MA 02421 |
|
78186xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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173 |
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Breakaway Ventures |
22 Boston Wharf Rd, Boston, MA 02210 |
|
61739xxxx5 |
aar*****@b********.com |
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Kevin MacIntyre |
160 Federal St, Boston, MA 02110 |
|
61740xxxx1 |
acl*******@f************.com |
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Arlex Wealth Management |
52 Waltham St Ste B-2 Lexington, MA 02421 |
|
78165xxxx3 |
pau*@a*************.com |
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Julie Rousseau |
160 Federal St, Boston, MA 02110 |
|
61753xxxx3 |
acl*******@f************.com |
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RTR Tax Service |
657 Adams St Quincy, MA 02169 |
|
61777xxxx0 |
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1 |
5 |
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Shima Capital |
53 State St Ste 500, Boston, MA 02109 |
|
91771xxxx4 |
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McAdam Financial |
101 Federal St #1900, Boston, MA 02110 |
|
85726xxxx9 |
aar**@m*******.com |
5 |
86 |
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254 |
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Baird |
1 Beacon St Fl 25, Boston, MA 02108 |
|
61774xxxx0 |
3d@**w.rwbaird |
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Northeast Financial Planning Corporation |
850 Boylston St Chestnut Hill, MA 02467 |
|
61773xxxx0 |
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Psg |
401 Park Dr, Boston, MA 02215 |
|
61754xxxx0 |
and********@p********.com |
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Accomplice |
56 Wareham St Ste 3, Boston, MA 02118 |
|
61758xxxx0 |
ala*@a*********.co |
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Apollo Wealth Management |
678 Massachusetts Ave, Boston, MA 02118 |
|
61071xxxx1 |
hen********@a***********.com |
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M/C Partners |
75 State St Ste 2501, Boston, MA 02109 |
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61734xxxx0 |
and***********@m*********.com |
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Birch Hill Investment Advisors |
One International Pl, Boston, MA 02110 |
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61750xxxx0 |
ade********@b****************.com |
5.01 |
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Ryan Gallagher - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx6 |
dns*****@a***.com |
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126 |
3 |
123 |
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David J Chapin Jr-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61747xxxx6 |
acm***********@m************.com |
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Mark Kelley - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
50881xxxx9 |
dan************@a***.com |
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Advisor Investments |
500 Rutherford Ave, Charlestown, MA 02129 |
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61745xxxx8 |
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LEVATUS |
115 Newbury St Boston, MA 02116 |
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61750xxxx0 |
dxx*******@l************.com |
5 |
3 |
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The Savings Bank |
907 Main St Wakefield, MA 01880 |
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80024xxxx9 |
cma****@**w.tsbdirect |
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1180 |
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Mark R. Grande |
160 Federal St 8th Fl, Boston, MA 02110 |
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61747xxxx7 |
aos*****@f************.com |
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Rick Bellew - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
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14811 |
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16000 |
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The HBH Group-Morgan Stanley |
28 State St Fl 26, Boston, MA 02109 |
|
61757xxxx2 |
acm***********@m************.com |
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Innovative Financial Group |
North Quincy, MA 02171 |
|
90822xxxx4 |
aan***@a*****.com |
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633 |
41 |
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Saltonstall & Co |
50 Congress St, Boston, MA 02109 |
|
61722xxxx0 |
art*******@s**********.org |
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1698 |
287 |
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Piper Sandler |
100 Federal St, Boston, MA 02110 |
|
80033xxxx0 |
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916 |
99 |
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Zero Stage Capital Co |
101 Main St, Cambridge, MA 02142 |
|
61787xxxx5 |
dav***********@n***.com |
4.3 |
10 |
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Mark Investment Inc |
896 Beacon St, Boston, MA 02215 |
|
61726xxxx0 |
afr******@t*************.com |
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514 |
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Commonwealth Financial Group |
101 Federal St #800, Boston, MA 02110 |
|
61743xxxx9 |
aar**********@f*************.com |
5 |
2 |
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Numbers in Boxes |
649 Massachusetts Ave Ste 6 Cambridge, MA 02139 |
|
61764xxxx0 |
inf*@n*************.com |
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5 |
2 |
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New Profit Inc |
99 Bedford St, Boston, MA 02111 |
|
61791xxxx0 |
aar************@n********.org |
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4320 |
32 |
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James Barr |
160 Federal St, Boston, MA 02110 |
|
61747xxxx6 |
acl*******@f************.com |
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EFidelity Investments |
255 State St Boston, MA 02109 |
|
30161xxxx0 |
x22***@j*********************.business |
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Lrvhealth |
1 Boston Pl, Boston, MA 02108 |
|
61732xxxx0 |
doe*****@l********.com |
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Gmo |
40 Rowes Wharf Ste 600, Boston, MA 02110 |
|
61733xxxx0 |
abc@g**.com |
4.5 |
2 |
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Radius Wealth Management |
1 Batterymarch Park Ste 310 Quincy, MA 02169 |
|
61776xxxx0 |
adm**@r***********.com |
|
25 |
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3 |
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Michael McGowan-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx3 |
acm***********@m************.com |
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Sandy Leith - RBC Wealth Management Financial Advisor |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx8 |
rbc*********@r**.com |
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Banc Boston Capital/Ventures |
225 Franklin St, Boston, MA 02110 |
|
61721xxxx8 |
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South Shore Wealth Management |
500 Victory Rd Ste 400 Qunicy, MA 02171 |
|
61724xxxx4 |
ram**********@s*****************.com |
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7 |
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Centerpoint Advisors |
175 Highland Ave Ste 302 Needham, MA 02494 |
|
78140xxxx8 |
ant****@c******************.net |
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5 |
1 |
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Abry Asf Investors II, LP |
111 Huntington Ave, Boston, MA 02199 |
|
61785xxxx9 |
abj***@a***.com |
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Merrill Lynch Wealth Management |
440 Boylston St, Boston, MA 02116 |
|
61769xxxx6 |
ale*********@m*.com |
1 |
1 |
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Lineage Capital |
399 Boylston St Ste 450, Boston, MA 02116 |
|
61777xxxx0 |
bi**@l*********.com |
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Grow Associates |
10 Derne St, Boston, MA 02114 |
|
61772xxxx0 |
dun*************@g****.com |
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Single Point Partners |
277 Dartmouth St, Boston, MA 02116 |
|
61760xxxx0 |
abr****************@s****.com |
5 |
12 |
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21 |
4 |
26 |
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Spring Lane Capital |
175 Portland St, Boston, MA 02114 |
|
61739xxxx9 |
ann@s****************.com |
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Box Exchange |
101 Arch St, Boston, MA 02110 |
|
61723xxxx2 |
abc@b************.com |
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Northeast Investment Management, Inc. |
100 High St STE 1000, Boston, MA 02110 |
|
88840xxxx7 |
bwa**@n**************.com |
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Frontier Capital |
99 Summer St Suite # M100, Boston, MA 02110 |
|
61742xxxx1 |
abe*****@f**********.com |
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Skyeburst Wealth Management - Ameriprise Financial Services |
275 Grove St Ste 1W-305 Auburndale, MA 02466 |
|
61750xxxx7 |
ale************@a***.com |
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2233 |
149 |
2200 |
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Santander |
403 Highland Ave Somerville, MA 02144 |
|
61762xxxx5 |
kei********@s*******************.com |
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2.6 |
10 |
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124130 |
920 |
124991 |
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MetLife |
47 Meridian St, East Boston, MA 02128 |
|
61756xxxx3 |
a@m******.com |
|
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2.2 |
791 |
694934 |
4075 |
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Boston Capital Wealth Management of Raymond James |
225 Franklin Street, Boston, MA 2110 |
|
88879xxxx8 |
aar************@r***********.com |
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Rockerfeller & Co Inc |
111 Huntington Ave, Boston, MA 02199 |
|
61737xxxx0 |
aab******@r*****.com |
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RBC Wealth Management Branch - Boston |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx0 |
wms**********@r**.com |
3 |
2 |
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14777 |
|
16000 |
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Keystone Custodian Funds |
99 High St, Boston, MA 02110 |
|
61733xxxx5 |
|
3.8 |
5 |
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Scotia Capital Inc |
75 State St, Boston, MA 02109 |
|
61733xxxx0 |
abc***@s*********.com |
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Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
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Paul Fragala - Ameriprise Financial Advisor |
200 Unicorn Park Dr Woburn, MA 01801 |
|
78193xxxx1 |
dns*****@a***.com |
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Faneuil Hall Financial Planning |
8 Faneuil Hall Market Pl Boston, MA 02109 |
|
61797xxxx5 |
|
4.5 |
9048 |
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Pia Investment Management Group |
992 Hillcrest Ave, Cambridge, MA 02141 |
|
78182xxxx8 |
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Tcam |
186 Lincoln St Fl 9, Boston, MA 02111 |
|
61754xxxx0 |
ach******@t*****.com |
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Putnam Capital Growth & Income |
100 Federal St, Boston, MA 02110 |
|
61729xxxx0 |
a.h****@p*****.com |
3.9 |
8 |
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Rodriguez-Villalobos, Jose J |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx1 |
abc***@u**.com |
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Lincoln Peak Capital Management, LLC |
75 Park Plz, Boston, MA 02116 |
|
61747xxxx0 |
chr********@l*****************.com |
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Abry Mezzanine Investors |
111 Huntington Ave Fl 30, Boston, MA 02199 |
|
61785xxxx9 |
ama*****@a***.com |
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SV Life Sciences Advisers LLP |
201 Washington St, Boston, MA 02108 |
|
61736xxxx0 |
bre******@s****.com |
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Kotler Harold G |
222 Berkeley St Fl 15, Boston, MA 02116 |
|
61737xxxx0 |
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Delta Partners |
265 Franklin St Ste 903, Boston, MA 02110 |
|
61752xxxx0 |
bjo****@d*******.com |
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Zevin Asset Management |
11 Beacon St Ste 1125, Boston, MA 02108 |
|
61774xxxx6 |
bri**@z****.com |
|
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Argyle Investments |
745 Boylston St Ste 405, Boston, MA 02116 |
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61772xxxx9 |
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Edward Jones - Financial Advisor: Jack McCarthy |
77 N Washington St Suite 100, Boston, MA 02114 |
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61722xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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83537 |
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92132 |
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Solari Financial Planning, LLC |
10 Post Office Square 8th floor, Boston, MA 02109 |
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60347xxxx8 |
eli******@s**************.com |
5 |
4 |
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Byrne Wealth Management Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61774xxxx8 |
acm***********@m************.com |
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State Street Global Advisors |
100 Summer St, Boston, MA 02110 |
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61778xxxx0 |
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In Good Company |
1653 Beacon St Brookline, MA 02445 |
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61769xxxx7 |
dom********@m*********.com |
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24 |
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Oechsle International Advisors |
33 Arch St Ste 3201, Boston, MA 02110 |
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61733xxxx0 |
aad****@a******************.com |
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Peter C Knowlton-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx3 |
acm***********@m************.com |
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KLR |
800 S St Ste 300 Waltham, MA 02453 |
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78154xxxx0 |
abl***@k*********.com |
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636 |
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697 |
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Atwater Wealth Management: Caroline A. Gaffney, CFP , CFA |
176 Federal St, Boston, MA 02110 |
|
61772xxxx9 |
cga*****@a************.com |
5 |
1 |
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Evergreen Retirement Planning |
399 Boylston St Fl 6 Boston, MA 02116 |
|
97849xxxx8 |
nic*@e**********************.com |
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5 |
1 |
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Fernwood Advisors Inc |
88 Broad St, Boston, MA 02110 |
|
61742xxxx8 |
jdo*@p*****.com |
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Richard Dotolo-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx1 |
acm***********@m************.com |
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Greg Kelley - RBC Wealth Management Financial Advisor |
75 State St Ste 1700, Boston, MA 02109 |
|
61772xxxx9 |
rbc*********@r**.com |
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Newbury Piret Co |
1 Boston Pl, Boston, MA 02108 |
|
61736xxxx0 |
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Gurnet Point Capital |
55 Cambridge Pkwy Ste 401, Cambridge, MA 02142 |
|
61758xxxx0 |
adi******@g*****************.com |
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Tyler Calder - M&T Bank |
280 Congress St Ste 1300, Boston, MA 02210 |
|
61745xxxx4 |
aam****@m**.com |
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92715 |
1928 |
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Matt Walker-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx4 |
acm***********@m************.com |
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Kunevich & Lau Insurance Agency |
241 Washington St Brookline, MA 02445 |
|
61773xxxx5 |
u00*********@a*******.com |
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3.4 |
25 |
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Bolvin Wealth Management Group |
31 Milk St Boston, MA 02109 |
|
61734xxxx4 |
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MetLife |
147 Meridian St Apt 1, East Boston, MA 02128 |
|
61756xxxx0 |
a@m******.com |
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2.2 |
791 |
694934 |
4075 |
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J.P. Morgan Private Bank |
50 Rowes Wharf Fl 3 Boston, MA 02110 |
|
61731xxxx0 |
abc***@j*******.com |
4 |
4 |
1 |
1 |
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90236 |
|
115000 |
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Fresh Pond Capital |
121 High St, Boston, MA 02129 |
|
61722xxxx9 |
ab@r**************.com |
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32396 |
|
39000 |
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Jeffrey Atwood |
160 Federal St, Boston, MA 02110 |
|
61753xxxx2 |
aos*****@f************.com |
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Jonathan P Hyett-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx7 |
acm***********@m************.com |
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Congress Wealth Management |
155 Seaport Blvd, Boston, MA 02210 |
|
61742xxxx0 |
afr******@c*************.com |
3.7 |
3 |
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Brown Brothers Harriman & Co |
1 International Pl, Boston, MA 02110 |
|
85735xxxx0 |
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Nomura Securities International Inc |
1 International Pl, Boston, MA 02110 |
|
61748xxxx0 |
a.-********************@n*****.com |
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UBS Private Wealth Management |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx0 |
aar*******@u**.com |
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229809 |
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Village Ventures |
1 Broadway Ste 16, Cambridge, MA 02142 |
|
78148xxxx1 |
ahu**************@h**.com |
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Pacific Crest Securities |
225 Franklin St Ste 2700, Boston, MA 02110 |
|
61784xxxx3 |
bba******@p************.com |
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Arthur Karabelas |
160 Federal St, Boston, MA 02110 |
|
61747xxxx7 |
aos*****@f************.com |
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Babson Capital Managment Investment Counsel |
1 Memorial Dr, Cambridge, MA 02142 |
|
61722xxxx0 |
dns******@c********.com |
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Changebridge Capital |
180 Canal St, Boston, MA 02114 |
|
61771xxxx0 |
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Bainco International Investors |
699 Boylston St Boston, MA 02116 |
|
61753xxxx3 |
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William J Bellerose Jr-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx8 |
acm***********@m************.com |
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Northwestern Mutual |
1 Beacon St fl 25, Boston, MA 02108 |
|
61774xxxx0 |
a.-***********@n*****************.com |
5.011 |
|
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|
106060 |
16199 |
106524 |
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Yellow Wood Partners |
255 State St Fl 7, Boston, MA 02109 |
|
61750xxxx0 |
ahr****@y*****************.com |
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Maxwell Douglas Peckler |
160 Federal St Fl 7, Boston, MA 02110 |
|
61731xxxx2 |
acl*******@f************.com |
|
153 |
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Cotter, Peter |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx9 |
abc***@u**.com |
|
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Doug J. Murstein, CPA |
251 Harvard St Ste 18 Brookline, MA 02446 |
|
61750xxxx1 |
dou*@d***************.com |
4.5 |
8 |
4.6 |
30 |
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Massachusetts Technology Dev |
40 Broad St Ste 230, Boston, MA 02109 |
|
61772xxxx0 |
adm**********@m************.com |
|
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Collingwood Wealth Management |
90 Canal St Suite 400, Boston, MA 02114 |
|
61784xxxx5 |
dav************@c****************.com |
|
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The Topsail Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx2 |
acm***********@m************.com |
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|
Healthworks Med Group Of Massachusetis, PC |
245 Summer St, Boston, MA 02210 |
|
61769xxxx1 |
a61****@f*******.com |
|
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320242 |
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Jones Street Residential |
100 Federal St, Boston, MA 02110 |
|
61790xxxx0 |
doe**@j************.com |
1.9 |
10 |
|
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LMCG Investments |
200 Clarendon St, Boston, MA 02116 |
|
61738xxxx0 |
abi*****@l***.com |
|
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Spinnaker Capital |
1 Joy St, Boston, MA 02108 |
|
61772xxxx0 |
jan*****@s******.com |
|
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Progress Partners, Inc |
50 Milk St, Boston, MA 02109 |
|
61740xxxx4 |
aaz**@p***************.com |
|
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Citizens Bank |
1200 Hancock Street Lbby Quincy, MA 02169 |
|
61798xxxx2 |
|
2.9 |
14 |
3.2 |
10 |
|
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Cambridge Trust |
1 Federal St Boston, MA 02110 |
|
61777xxxx0 |
abu*******@c*************.com |
|
3 |
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|
TD Bank |
1228-1230 Commonwealth Ave Allston, MA 02134 |
|
61723xxxx8 |
and**********@t*****.com |
3.6 |
32 |
3.7 |
11 |
|
|
845218 |
5644 |
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|
Crampton, Jeffrey |
2 Constitution Plz, Charlestown, MA 02129 |
|
61758xxxx1 |
dns*****@a***.com |
|
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Vanguard Capital |
213 Newbury St, Boston, MA 02116 |
|
61742xxxx3 |
|
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|
MFS Limited |
111 Huntington Ave, Boston, MA 02199 |
|
61795xxxx0 |
aa@m**.com |
3.8 |
6 |
|
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|
4247 |
|
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|
Signal Lake Venture Fund |
50 Commonwealth Ave Apt 504, Boston, MA 02116 |
|
61726xxxx5 |
|
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|
Joseph E Anton Inc |
100 Huntington Ave, Boston, MA 02116 |
|
61743xxxx4 |
|
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|
Boston Financial Management |
255 State St, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
5 |
1 |
|
|
|
|
87 |
46 |
116 |
|
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Ameriprise Financial Advisors |
197 8th St Ste 750 Charlestown, MA 02129 |
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61724xxxx2 |
dns*****@a***.com |
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1 |
1 |
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Wellington Management Company, LLP |
280 Congress St, Boston, MA 02210 |
|
61795xxxx0 |
aaq****@w*********.com |
4.2 |
6 |
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Denham Capital Management LP |
185 Dartmouth St, Boston, MA 02116 |
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61753xxxx0 |
inf*@b************.com |
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Brendan York |
160 Federal St, Boston, MA 02110 |
|
61753xxxx5 |
acl*******@f************.com |
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Bruner Foundation |
130 Prospect St Ste 301, Cambridge, MA 02139 |
|
61749xxxx4 |
aca**@b*********.com |
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5 |
8 |
598 |
34 |
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Bristol Asset Mgmt |
123 Marlborough St, Boston, MA 02116 |
|
61726xxxx7 |
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Prudential Brown Brothers |
50 Milk St, Boston, MA 02109 |
|
61735xxxx0 |
a.h@b**.com |
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684 |
72 |
758 |
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Edward Jones - Financial Advisor: Tim Mazanec |
419 Boylston St Ste 702, Boston, MA 02116 |
|
61726xxxx2 |
and*******@c*************.ca |
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5 |
1 |
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Edward Jones - Financial Advisor: Timothy Braceland |
130 Rumford Ave, Ste 101 Newton, MA 02466 |
|
61752xxxx5 |
a.j*********@e**********.com |
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85307 |
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Whitman & Co Inc |
15 Court Sq Ste 730, Boston, MA 02108 |
|
61736xxxx4 |
inf*@w********.com |
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96 |
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108 |
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Gina Costello |
160 Federal St, Boston, MA 02110 |
|
61747xxxx7 |
acl*******@f************.com |
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Zevin Asset Management |
2 Oliver St Suite 806, Boston, MA 02109 |
|
61774xxxx6 |
ben@z****.com |
5.02 |
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South End Wealth Management - Ameriprise Financial Services, LLC |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
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189 |
8 |
190 |
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Darrow Wealth Management |
22 Boston Wharf Rd 7th floor, Boston, MA 02210 |
|
61733xxxx0 |
adi@d*********************.com |
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55 |
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Ernie Joseph - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx0 |
wms**********@r**.com |
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14811 |
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16000 |
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Charles River Ventures |
855 Boylston St, Boston, MA 02116 |
|
78176xxxx0 |
ad@c**.com |
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7 |
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1175 |
239 |
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Arabesque Asset Management Usa, Inc. |
1 International Pl Ste 1850, Boston, MA 02110 |
|
61726xxxx3 |
axx@m**************.com |
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5 |
1 |
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Bolvin Wealth Management Group Inc |
31 Milk St #203, Boston, MA 02109 |
|
61734xxxx4 |
bil************@b***********.com |
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Scott Price |
160 Federal St, Boston, MA 02110 |
|
61747xxxx7 |
aos*****@f************.com |
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Smith, Steven |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx1 |
abc***@u**.com |
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Commonwealth Venture Management |
200 Clarendon St, Boston, MA 02116 |
|
78189xxxx4 |
abr****@c*************.com |
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Beacon Hill Financial Corp |
120 Water St Ste 300, Boston, MA 02109 |
|
61797xxxx0 |
inf*@b******************.com |
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Davis Executive Wealth Management Group at Steward Partners |
Christian Science Center- Belvidere/ Dalton, Suite 3210, Boston, MA 02110 |
|
61737xxxx8 |
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McLane Cover |
160 Federal St, Boston, MA 02110 |
|
61753xxxx3 |
aos*****@f************.com |
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Ameriprise Financial Advisors |
220 Forbes Rd Ste 206 Braintree, MA 02184 |
|
78184xxxx6 |
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Empirical Asset Management |
2223 Washington St Ste 101 Newton, MA 02462 |
|
78143xxxx0 |
ali**@e**********.com |
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Concordia Capital Associates |
100 Oliver St, Boston, MA 02110 |
|
61731xxxx0 |
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Oppenheimer & Co Inc |
12 Rutland Sq, Boston, MA 02118 |
|
61260xxxx9 |
aad****@f************.com |
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Revere Securities |
160 State St Fl 7 Boston, MA 02109 |
|
85745xxxx2 |
ama********@r***************.com |
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Renaissance Wealth Advisors |
275 Grove St Ste 2-400 Newton, MA 02466 |
|
61766xxxx5 |
inf*@r**********.com |
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Sloan Alice Vice Consul |
1 Memorial Dr # 1500, Cambridge, MA 02142 |
|
61724xxxx0 |
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Edward Jones - Financial Advisor: Tyler C Gates |
304 Cambridge Rd Ste 220 Woburn, MA 01801 |
|
78193xxxx7 |
a.j*********@e**********.com |
|
12 |
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84241 |
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Beacon Wealth Advisors |
1330 Beacon St Ste 355A Brookline, MA 02446 |
|
61773xxxx9 |
inf*@b**************.com |
|
|
4.4 |
7 |
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Edward Jones - Financial Advisor: David H Im |
754 Massachusetts Ave Arlington, MA 02476 |
|
78164xxxx4 |
a.j*********@e**********.com |
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127 |
2 |
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C D Katz |
410 Boston Post Rd Ste 28, Fl 2 Sudbury, MA 01776 |
|
97844xxxx2 |
are*@c*****.com |
5 |
12 |
5 |
1 |
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H.I.G. Capital |
500 Boylston St Ste 1350, Boston, MA 02116 |
|
61726xxxx5 |
aa@h*********.com |
|
80 |
|
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Avalt |
79 Newbury St Ste 3, Boston, MA 02116 |
|
61787xxxx0 |
ale***********@a****.com |
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Fbr & Co |
1 International Pl, Boston, MA 02110 |
|
61795xxxx3 |
abc@f**.com |
|
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Cantata Equity Management, LLC |
125 High St, Boston, MA 02110 |
|
61751xxxx2 |
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Hoch Steven |
1 Beacon St # 1902, Boston, MA 02108 |
|
61732xxxx0 |
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Scottrade - Online Trading & Stock |
155 Federal St Ste 160, Boston, MA 02110 |
|
61745xxxx6 |
dns*****@s*****.com |
|
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393352 |
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Hudak, Kelly |
10 City Sq, Charlestown, MA 02129 |
|
61758xxxx3 |
dns*****@a***.com |
|
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161 |
|
164 |
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North Run Capital |
1 International Pl Ste 2401, Boston, MA 02110 |
|
61731xxxx0 |
aa@s**.gov |
|
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Glory Consulting |
35 Beharrell St #1005 Concord, MA 01742 |
|
97836xxxx5 |
x22***@j*********************.business |
|
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5 |
1 |
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Putnam Fiduciary Trust Co |
100 Federal St, Boston, MA 02110 |
|
61729xxxx0 |
a.h****@p*****.com |
3.7 |
7 |
|
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New Heritage Capital |
800 Boylston St Ste 1535, Boston, MA 02199 |
|
61743xxxx8 |
adm**@n*****************.com |
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James Yancey Hunter-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx8 |
acm***********@m************.com |
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The Gold Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx2 |
ade********@u**.com |
|
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Corby Capital Markets Inc |
99 Bedford St, Boston, MA 02111 |
|
80073xxxx6 |
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Jennifer Polster |
160 Federal St, Boston, MA 02110 |
|
61747xxxx8 |
acl*******@f************.com |
|
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Mayflower Advisors LLC |
265 Franklin St #4, Boston, MA 02110 |
|
61725xxxx7 |
ali*********@m****************.com |
5 |
2 |
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Kenneth J Martin-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx1 |
acm***********@m************.com |
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Northwood Investors |
230 Congress St, Boston, MA 02110 |
|
21257xxxx0 |
abi****@n*****************.com |
|
54 |
|
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|
Edward Jones - Financial Advisor: David A Noetzel |
535 Main St Winchester, MA 01890 |
|
78172xxxx9 |
a.j*********@e**********.com |
|
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|
84241 |
|
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|
BRIDGE Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx5 |
dns*****@a***.com |
|
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|
80 |
|
81 |
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|
Mahila Partnership Inc |
1 International Pl, Boston, MA 02110 |
|
78143xxxx0 |
ada*@t****************.com |
|
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|
Cohere Capital |
800 Boylston Street Prudential Tower, Boston, MA 02199 |
|
61724xxxx0 |
alb****@c************.com |
|
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|
Peak Financial Management |
93 Worcester St Ste 101 Wellesley, MA 02481 |
|
78148xxxx0 |
chr**@p*************.com |
4.1 |
9 |
5 |
2 |
|
|
123 |
|
157 |
|
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|
Kiley Michelle |
20 Park Plz, Boston, MA 02116 |
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61742xxxx7 |
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Pathstone Federal Street |
24 Federal St Fl 8, Boston, MA 02110 |
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61735xxxx9 |
abb*@p********.com |
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Hertel & Konish Wealth Management Group of Wells Fargo Advisors |
Two International Pl, Fl 20 Boston, Boston, MA 02110 |
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86631xxxx4 |
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Joseph W Gemmell-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61757xxxx8 |
acm***********@m************.com |
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Gordon Brothers |
800 Boylston St, Boston, MA 02199 |
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61795xxxx0 |
aal**@g*************.com |
3 |
6 |
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Fiduciary Wealth Partners |
225 Franklin St, Boston, MA 02110 |
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61721xxxx0 |
cha******@f**.partners |
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Midwood Investment & Devmnt |
349 Washington St, Boston, MA 02108 |
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21268xxxx5 |
abo**@g****************.com |
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Abingworth |
420 Boylston St Ste 501, Boston, MA 02116 |
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78146xxxx0 |
abe**@a*********.com |
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Fiduciary Trust Company |
53 State St, Boston, MA 02109 |
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61748xxxx0 |
a.b*****@f**************.com |
5 |
2 |
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Archer Bay Capital |
62 Commercial Wharf Boston, MA 02110 |
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61745xxxx9 |
jsm***@a***************.com |
5 |
3 |
5 |
4 |
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Bridge East Management |
306 Dartmouth St, Boston, MA 02116 |
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61742xxxx1 |
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Numeric Investors LP |
1 Memorial Dr, Cambridge, MA 02142 |
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61757xxxx0 |
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Fidelity Investments |
155 Congress St, Boston, MA 02110 |
|
80034xxxx0 |
a61****@f*******.com |
3.1 |
12 |
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317729 |
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Renegade Investments |
38 Chauncy St, Boston, MA 02111 |
|
85723xxxx3 |
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The Carroll Wealth Management Team-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx0 |
acm***********@m************.com |
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WFR Financial Planning & Insurance |
653 Main St Melrose, MA 02176 |
|
78166xxxx8 |
wry**@w**********.net |
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Hancock Agricultural Investment |
99 High St, Boston, MA 02110 |
|
61757xxxx0 |
bto*****@m*********.com |
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Merrill Lynch Private Wealth Advisor Thomas F McConnell |
100 Federal St, Boston, MA 02110 |
|
61794xxxx1 |
ale*********@m*.com |
5.01 |
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Jeff Bussgang |
500 Boylston St, Boston, MA 02116 |
|
61730xxxx5 |
ale******@f********.com |
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Charles River Ventures |
1 Broadway Fl 15, Cambridge, MA 02142 |
|
78176xxxx0 |
abc***@c**.com |
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1175 |
239 |
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Old Ironsides Energy |
10 Saint James Ave Ste 19, Boston, MA 02116 |
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61736xxxx0 |
aca***********@o*****************.com |
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Water Street Associates |
117 Water St Boston, MA 02109 |
|
61751xxxx1 |
am@w*************.com |
4.3 |
6 |
4.5 |
8 |
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Grantham Mayo Van Otterloo & Co |
40 Rowes Wharf Boston, MA 02110 |
|
61733xxxx0 |
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1 |
1 |
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Century Equity Partners |
100 Federal St, Boston, MA 02110 |
|
61786xxxx0 |
ccr****@c*******.com |
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Wyman, Brian, AGT |
60 State St, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Weeden & Co Inc |
2 International Pl, Boston, MA 02110 |
|
61775xxxx5 |
aar********@c****.com |
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Schroder Investment Management North America |
60 Streetate St, Boston, MA 02109 |
|
61736xxxx0 |
abd*********@s********.com |
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5973 |
610 |
6600 |
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Stellah Tax Financial Consulting Firm |
Boston, MA 02108 |
|
50824xxxx4 |
inf*@s*********.com |
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5 |
1 |
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Ubs |
1 Post Office Sq Ste 3600, Boston, MA 02109 |
|
61743xxxx0 |
aar*******@u**.com |
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229155 |
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242000 |
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Mainsail Advisor Group |
480 Adams St Ste 1 Milton, MA 02186 |
|
61769xxxx5 |
cin**@m*******************.com |
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Maryann Johnson-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx6 |
acm***********@m************.com |
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THL-Nortek Investors |
100 Federal St, Boston, MA 02110 |
|
61722xxxx0 |
abe*******@t**.com |
1.3 |
11 |
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Gryphon Mgmt Co |
101 Federal St Ste 1900, Boston, MA 02110 |
|
61761xxxx0 |
all@g*********.com |
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Curtin and Associates - Ameriprise Financial Services |
20 Park Plz Ste 465, Boston, MA 02116 |
|
87752xxxx2 |
aar*********@a***.com |
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497 |
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Ameriprise Financial Advisors |
865 Providence Hwy Ste 200 Dedham, MA 02026 |
|
78125xxxx2 |
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Adam Beard |
160 Federal St, Boston, MA 02110 |
|
61740xxxx0 |
acl*******@f************.com |
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Paceline Wealth Management |
50 Milk St Fl 15, Boston, MA 02109 |
|
61744xxxx2 |
jbo***@p*************.com |
5 |
3 |
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Ascent Venture Management |
255 State St Ste 5C, Boston, MA 02109 |
|
61772xxxx0 |
bri**@a*******.com |
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Citadel |
28 State St, Boston, MA 02109 |
|
61753xxxx0 |
ada***@c***********.com |
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Optio Wealth Management Group - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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John Frey |
160 Federal St, Boston, MA 02110 |
|
61747xxxx1 |
aos*****@f************.com |
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Career Investment Strategies |
10 Post Office Sq, Boston, MA 02109 |
|
61798xxxx5 |
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Windham Capital Management |
1 Federal St, Boston, MA 02110 |
|
61741xxxx0 |
ako****@w*************.com |
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Legacy Wealth Management |
126 N Washington St Boston, MA 02114 |
|
61751xxxx0 |
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The Boston Company Asset Management |
BNY Mellon Center, 1 Boston Place, Boston, MA 02108 |
|
61772xxxx9 |
ab@t***************.com |
5 |
2 |
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Black Coral Capital |
18 Tremont St Ste 527, Boston, MA 02108 |
|
61739xxxx4 |
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Terrence Waldron-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx7 |
acm***********@m************.com |
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Savanah Miles-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx1 |
acm***********@m************.com |
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TA Associates L P |
1 John Hancocrk Way, Boston, MA 02110 |
|
61757xxxx0 |
aal*****@k****.com |
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2710 |
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Integritas Financial Advisors |
346 Commercial St, Boston, MA 02109 |
|
97898xxxx4 |
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5 |
3 |
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Daniel Daglio-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61794xxxx2 |
acm***********@m************.com |
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David Poulin - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
rbc*********@r**.com |
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14811 |
|
16000 |
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Solari Financial Planning |
10 Post Office Square Fl 8 Boston, MA 02109 |
|
60347xxxx8 |
joh*@s**************.com |
5 |
4 |
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Sankaty Advisors |
200 Clarendon St, Boston, MA 02116 |
|
61751xxxx0 |
adm**@s******.com |
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The Watchtower Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx9 |
acm***********@m************.com |
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Fink, Reuben |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx5 |
abc***@u**.com |
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First Republic Bank |
284 Washington St Wellesley, MA 02481 |
|
78123xxxx1 |
aac**********@f************.com |
3.3 |
10 |
2.9 |
7 |
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|
89770 |
260 |
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Ameriprise Financial Advisors |
100 Grandview Rd Braintree, MA 02184 |
|
78135xxxx6 |
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Modera Financial Advisors & Financial Planners |
535 Boylston St #300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
|
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SectorID |
286 Windsor St Unit 2, Cambridge, MA 02139 |
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61771xxxx7 |
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Allied Minds Ltd |
374 Congress St, Boston, MA 02210 |
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61741xxxx0 |
all****@a**********.com |
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Boston Family Advisors |
118 Newbury St, Boston, MA 02116 |
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61796xxxx4 |
cha****@b*******************.com |
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HLM Venture Partners |
222 Berkeley St # 2150, Boston, MA 02116 |
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61726xxxx0 |
ahe**********@h****.com |
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Barry Murphy & Co |
77 Summer St, Boston, MA 02110 |
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61742xxxx6 |
and************@s*********.com |
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350 |
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Jackman Professional Accounting |
11 Fairmount Ave Ste 106 Boston, MA 02136 |
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61791xxxx8 |
avi*********@j*****************.com |
4.7 |
12 |
2.3 |
3 |
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Bernstein Private Wealth Management |
53 State St, Boston, MA 02109 |
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61778xxxx0 |
aak********@b********.com |
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6900 |
240 |
7029 |
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Aureus Asset Management |
1 Winthrop Square, Boston, MA 02110 |
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61772xxxx0 |
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3.73 |
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Elm Tree Capital |
18 Shipyard Dr Ste 2A Hingham, MA 02043 |
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78123xxxx2 |
eri*@e*************.com |
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Jake Mutrie-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61747xxxx4 |
acm***********@m************.com |
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7 |
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Archipelago Ventures |
745 Boylston St, Boston, MA 02116 |
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85799xxxx5 |
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Robyn Redfield-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx5 |
acm***********@m************.com |
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True North Wealth Management - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
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61743xxxx1 |
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5.01 |
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Choate Investment Advisors |
2 International Pl, Boston, MA 02110 |
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61797xxxx0 |
aan******@c*****.com |
3.113 |
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Pathlight Capital |
100 Federal St, Boston, MA 02110 |
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61783xxxx5 |
afa*********@p***************.com |
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Domenic Marinelli-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx3 |
acm***********@m************.com |
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Chestnut Hill Wealth Management Group |
75 Arlington Street 10th Floor, Boston, MA 02116 |
|
61784xxxx1 |
dav*********@c****.com |
1 |
1 |
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Trillium Asset Management |
60 South St Ste 1100 Two Financial Center Boston, MA 02111 |
|
61742xxxx5 |
ajo*******@t*************.com |
5 |
2 |
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Impact Private Wealth Group |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx2 |
rbc*********@r**.com |
3.02 |
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Churchill Management Group - Boston |
101 Federal St #1900, Boston, MA 02110 |
|
91790xxxx1 |
ach*@c******************.com |
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221 |
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Kurt Volk-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61774xxxx2 |
acm***********@m************.com |
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Lechner Altieri McMahon-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61775xxxx8 |
acm***********@m************.com |
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Alesandra Miller-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx6 |
acm***********@m************.com |
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Crescent Capital Group LP |
1 Post Office Sq Ste 3616, Boston, MA 02109 |
|
61785xxxx0 |
hel*@h****.com |
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8169 |
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GW&K Investment Management |
222 Berkeley St, Boston, MA 02116 |
|
61723xxxx0 |
ade****@g********.com |
|
261 |
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Solamere Capital |
137 Newbury St Fl 7, Boston, MA 02116 |
|
85736xxxx5 |
agi******@s**************.com |
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Evercore |
100 Oliver St, Boston, MA 02110 |
|
61742xxxx7 |
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Sentry Hill Financial Advisors |
1 Beacon St Ste 25B, Boston, MA 02108 |
|
61753xxxx4 |
acc******@n*.com |
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Advent International Corporation |
800 Boylston St, Boston, MA 02199 |
|
61795xxxx0 |
aad****@a******************.com |
|
12 |
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J & R Devmnt & Invstmnt Group |
21 Worcester Sq, Boston, MA 02118 |
|
61763xxxx3 |
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Brooke Private Equity Advisors |
114 State St, Boston, MA 02109 |
|
61722xxxx0 |
cau****@b********.com |
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Pyramis Global Advisors Holdin |
82 Devonshire St, Boston, MA 02109 |
|
61756xxxx0 |
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The Spooner Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx4 |
acm***********@m************.com |
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Fisher Lynch Capital |
200 Clarendon St Ste 2503, Boston, MA 02116 |
|
61740xxxx0 |
aga***@f**********.com |
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Ria Relationship Manager |
1 Financial Ctr, Boston, MA 02111 |
|
80034xxxx9 |
aag*****@l***********.com |
5 |
4 |
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Paceline Wealth Management |
50 Milk Street, 16th Floor, Boston, MA 02110 |
|
61744xxxx2 |
jbo***@p*************.com |
5 |
3 |
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Bank of America Financial Center |
65 Franklin St Boston, MA 02110 |
|
61745xxxx6 |
ada*************@b***.com |
3.4 |
10 |
4 |
2 |
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882101 |
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Monitor Clipper Partners Inc |
116 Huntington Ave # 9, Boston, MA 02116 |
|
61763xxxx0 |
ado*******@m*************.com |
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Sandra Gilpatrick |
101 Federal St Fl 19 Boston, MA 02110 |
|
61731xxxx5 |
san**************@l**.com |
5 |
7 |
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Outcome Capital |
99 High St, Boston, MA 02110 |
|
61743xxxx8 |
afr******@o*************.com |
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Beynon, Charles, AGT |
124 Main St, Charlestown, MA 02129 |
|
61724xxxx6 |
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Social Venture Partners Boston |
160 Federal St, Boston, MA 02110 |
|
61731xxxx2 |
aac**************@s********.org |
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Bridget Gates-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx2 |
erp******@m**************.com |
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Wealth Management |
201 Washington St, Boston, MA 02108 |
|
61753xxxx0 |
jen***********@b********.com |
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Abbot Downing |
200 Berkeley St, Boston, MA 02116 |
|
88864xxxx7 |
adf**********************@a***********.com |
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Bender Hatch Insurance Agency |
87 Wendell St Ste 4 Boston, MA 02110 |
|
61736xxxx0 |
789*************************************@w*****************.com |
5 |
81 |
4.6 |
59 |
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|
1763 |
|
1700 |
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Draper Fisher Jurvetson |
1 Broadway Fl 14, Cambridge, MA 02142 |
|
61775xxxx6 |
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Lisa Fitzgerald Lewis-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx9 |
acm***********@m************.com |
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Ra Capital Management |
200 Berkeley St Ste 18, Boston, MA 02116 |
|
61777xxxx0 |
dle***@c***************.com |
|
3 |
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Merrill Lynch Financial Advisor Mary B Mullin |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx8 |
ale*********@m*.com |
5 |
1 |
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Housatonic Partners |
800 Boylston St Ste 2220, Boston, MA 02199 |
|
61739xxxx0 |
ala*******@h*****************.com |
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Bioventures Investors |
245 1st St, Cambridge, MA 02142 |
|
61725xxxx3 |
aro******@b*******************.com |
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Standish Asset Management Co |
1 Boston Pl # 29, Boston, MA 02108 |
|
61724xxxx0 |
|
5.02 |
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Hancok Natural Resource Group |
197 Clarendon St, Boston, MA 02116 |
|
61742xxxx3 |
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24 |
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The Catalyst Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx1 |
acm***********@m************.com |
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|
Edwin Restrepo - Mortgage Loan Officer |
1 Union St, Boston, MA 02108 |
|
41346xxxx4 |
abc***@t*.com |
|
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|
850325 |
5394 |
854042 |
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Zachary Banas - Commonwealth Financial Group |
101 Federal St Ste 800 Boston, MA 02110 |
|
41363xxxx2 |
mic**@m********.com |
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|
Kate Kent-Sheehan |
160 Federal St, Boston, MA 02110 |
|
61747xxxx9 |
acl*******@f************.com |
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|
Prudential Financial |
800 Boylston St, Boston, MA 02199 |
|
61758xxxx0 |
a.w*****@p*********.com |
|
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|
559835 |
|
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Atlas Venture |
400 Technology Sq, Cambridge, MA 02139 |
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85720xxxx0 |
a@a***********.com |
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Gerard F Lorden-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx2 |
acm***********@m************.com |
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The Andre Pazdan Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx0 |
acm***********@m************.com |
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The Parquette Wealth Management Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx8 |
acm***********@m************.com |
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Alibrandi Wealth Management - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
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61724xxxx7 |
ben*******************@u**.com |
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Collins Group |
60 State St, Boston, MA 02109 |
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61755xxxx0 |
abd***********@c**.com |
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Four Ponds Financial Planning |
10 Post Office Square Fl 8 Boston, MA 02109 |
|
50840xxxx5 |
dav**@f*****************.com |
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Silvercrest Asset Management |
30 Rowes Wharf # 410, Boston, MA 02110 |
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61729xxxx0 |
aba*****@s***************.com |
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Claro Advisors |
100 High St Suite 950, Boston, MA 02110 |
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80060xxxx8 |
aca*****@c************.com |
5 |
20 |
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93 |
1 |
95 |
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J & R Development & Investment Group |
21 Worcester Sq, Boston, MA 02118 |
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61763xxxx0 |
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Welch & Forbes |
45 School St Fl 5, Boston, MA 02108 |
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61752xxxx5 |
aqi*@w**********.com |
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Indocam International Invest |
50 Congress St, Boston, MA 02109 |
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61752xxxx1 |
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Goldman Sachs & Co |
125 High St #1700, Boston, MA 02110 |
|
61720xxxx0 |
aar***********@g***********.com |
3 |
6 |
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264198 |
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306000 |
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Pacific Crest Securities |
146 Oliver St, Boston, MA 02110 |
|
61727xxxx0 |
abr*****@p************.com |
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Mission Park Capital |
Cambridge, MA 02138 |
|
41359xxxx1 |
doe*****@m*****************.com |
5 |
6 |
5 |
4 |
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Aaron Terjanian-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx7 |
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Janet Sweeney |
160 Federal St, Boston, MA 02110 |
|
61747xxxx4 |
aos*****@f************.com |
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Charles Schwab |
121 Congress St, Boston, MA 02110 |
|
61753xxxx0 |
aar********@s*****.com |
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Pioneer Balanced Fund |
60 State St Fl 20, Boston, MA 02109 |
|
61742xxxx7 |
joh*@p***********.com |
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Battery Ventures |
1 Marina Park Dr Ste 1150, Boston, MA 02210 |
|
61794xxxx0 |
aau*****@b******.com |
4.8 |
4 |
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Stanford Group Company |
24 Federal St, Boston, MA 02110 |
|
61759xxxx0 |
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GW&K Investment Management |
222 Berkeley St #15, Boston, MA 02116 |
|
61723xxxx0 |
ade****@g********.com |
5 |
1 |
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David Charton-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx7 |
acm***********@m************.com |
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Bojetax |
288 Cummins Hwy Ste B Roslindale, MA 02131 |
|
61746xxxx4 |
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5 |
1 |
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Flare Capital Partners |
200 Newbury St, Boston, MA 02116 |
|
61760xxxx0 |
abb*@f***********.com |
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3 |
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110 |
20 |
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Jones & Associates Inc |
265 Franklin St, Boston, MA 02110 |
|
61754xxxx0 |
22b*************************************@w*****************.com |
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750 |
54 |
810 |
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Brian Sullivan-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61774xxxx0 |
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Spdr |
1 Lincoln St, Boston, MA 02111 |
|
86678xxxx7 |
whs@s**********.com |
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Ten Mountain Capital |
38 Newbury St Ste 602, Boston, MA 02116 |
|
61726xxxx9 |
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Ubs Securities |
146 Oliver St, Boston, MA 02110 |
|
61774xxxx0 |
aar*******@u**.com |
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229906 |
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Children's Investment Fund |
18 Fremont St, Boston, MA 02126 |
|
61772xxxx4 |
bbr*****@c****.org |
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The Swett Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, 32nd and 33rd floors, Boston, MA 02109 |
|
61743xxxx4 |
ben*******************@u**.com |
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Paul Kirby-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61794xxxx4 |
acm***********@m************.com |
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MFS Institutional Advisors Inc |
111 Huntington Ave, Boston, MA 02199 |
|
61795xxxx2 |
aa@m**.com |
3.8 |
6 |
|
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4274 |
|
4700 |
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Abacus Financial Advisors |
339 Massachusetts Ave Arlington, MA 02474 |
|
78164xxxx8 |
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Derby and Company |
7 Wells Ave Newton, MA 02459 |
|
61752xxxx0 |
bur****@d******.com |
5 |
3 |
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Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital |
867 Boylston St 5th Floor #1518, Boston, MA 02116 |
|
78138xxxx9 |
doe****@m************.com |
5 |
7 |
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Robert H Ripp-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx4 |
acm***********@m************.com |
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Open View Venture Partners |
303 Congress St Ste 600, Boston, MA 02210 |
|
61747xxxx0 |
aah*******@o***************.com |
4 |
2 |
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TIAA Financial Services |
97 Mt Auburn St Cambridge, MA 02138 |
|
86684xxxx4 |
acc******************@t***.org |
5 |
2 |
3.7 |
3 |
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ArcLight Capital Partners |
200 Clarendon St Ste 2901, Boston, MA 02116 |
|
61753xxxx0 |
abr*****@a**************.com |
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Alcentra Capital Corporation |
201 Washington St, Boston, MA 02108 |
|
61724xxxx0 |
a@a*******.com |
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The Patriots Hill Wealth Management Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx1 |
acm***********@m************.com |
|
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Third Rock Ventures |
201 Brookline Ave, Boston, MA 02215 |
|
61758xxxx0 |
aar**@t****************.com |
3.7 |
3 |
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Edelman Financial Engines |
57 Wells Ave Ste 31 Newton, MA 02459 |
|
83375xxxx3 |
aar**@e**********************.com |
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Edward Jones - Financial Advisor: Andrew B Ball |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
|
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AgIS Capital |
46 Plympton St Ste 4, Boston, MA 02118 |
|
61735xxxx0 |
bfi*****@a**********.com |
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Bainco International Investors |
699 Boylston St Ste 10, Boston, MA 02116 |
|
61753xxxx3 |
aad***@c*************.com |
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The Uva Wealth Management Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx1 |
abc***@u**.com |
|
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Social Finance, Inc. |
30 Federal St, Boston, MA 02110 |
|
61793xxxx0 |
aak****@s************.org |
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Marble Harbor |
101 Federal St, Boston, MA 02110 |
|
61795xxxx0 |
bgo*****@m*************.com |
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|
Merrill Lynch Financial Advisor William S Deacon |
440 Boylston St, Boston, MA 02116 |
|
61794xxxx4 |
ale*********@m*.com |
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Spectrum Equity Investors |
1 International Pl, Boston, MA 02110 |
|
61734xxxx8 |
ada*@s*************.com |
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|
Putnam Managed High Yield Trst |
1 Post Office Sq, Boston, MA 02109 |
|
61729xxxx0 |
a.h****@p*****.com |
|
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|
15885 |
433 |
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The Pathak Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx3 |
acm***********@m************.com |
|
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Private Signals |
120 Water St Ste 500, Boston, MA 02109 |
|
61772xxxx0 |
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|
Financial Perspectives Planning Services |
164 Canal St Boston, MA 02114 |
|
80072xxxx7 |
|
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|
Koswick Allan F |
1 Beacon St Fl 25 Boston, MA 02108 |
|
61753xxxx8 |
soc***@n*****************.com |
|
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|
107334 |
16212 |
108000 |
|
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|
Owen Dugan Jr. - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx1 |
and*****************@u**.com |
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The Longtail Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61775xxxx7 |
acm***********@m************.com |
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Alex Davis - RBC Wealth Management Financial Advisor |
75 State St Ste 1700, Boston, MA 02109 |
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61772xxxx1 |
gra**********@r**.com |
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46 |
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48 |
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The Charles River Group - UBS Financial Services Inc. |
One Post Office Square 32nd and 33rd floors, Boston, MA 02109 |
|
61743xxxx3 |
ade********@u**.com |
5.01 |
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Bolvinwealth Management Group Inc |
31 Milk St Ste 203, Boston, MA 02109 |
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61734xxxx4 |
bil************@b***********.com |
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Harris Williams & Co |
2 International Pl Ste 2201, Boston, MA 02110 |
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61748xxxx1 |
aab**@h*************.com |
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Edelstein & Company |
160 Federal St Fl 9 Boston, MA 02110 |
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61722xxxx1 |
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4 |
3 |
1 |
1 |
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Canadian Imperial Bank of Commerce |
37 Federal St # 100, Boston, MA 02110 |
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61735xxxx0 |
ach***********@u*.cibc |
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Armstrong Advisory Group |
144 Gould St Needham, MA 02494 |
|
78143xxxx1 |
chr******@i************.com |
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2.3 |
3 |
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1290 |
39 |
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Bulger Partners |
292 Newbury St, Boston, MA 02115 |
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61767xxxx0 |
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Al Antonitis |
160 Federal St, Boston, MA 02110 |
|
61747xxxx5 |
acl*******@f************.com |
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Reach Venture Port |
1 International Pl, Boston, MA 02110 |
|
61794xxxx0 |
aar*******@r********.com |
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City |
100 Summer St Ste 1500, Boston, MA 02110 |
|
61782xxxx0 |
adm**@c********.com |
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Fiera Capital |
1 Lewis Wharf Fl 3, Boston, MA 02110 |
|
85726xxxx0 |
bil*******@f***********.com |
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Richard Grande |
160 Federal St, Boston, MA 02110 |
|
61747xxxx6 |
aos*****@f************.com |
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Brookside Capital |
200 Clarendon St, Boston, MA 02116 |
|
61751xxxx0 |
ako****@b************.com |
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2 |
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Lewin Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, 32nd and 33rd floor, Boston, MA 02109 |
|
61743xxxx2 |
|
5.01 |
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Citisoft Inc |
343 Congress St, Boston, MA 02210 |
|
61742xxxx0 |
ahm*******@c*******.com |
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Johnhancock Tax Advantaged |
John Hancock Funds, Boston, MA 02210 |
|
61766xxxx9 |
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Mast Capital Management |
200 Clarendon St Ste 5100, Boston, MA 02116 |
|
61737xxxx0 |
aag*****@b**********.com |
4 |
5 |
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Linedata |
260 Franklin St, Boston, MA 02110 |
|
61791xxxx0 |
aar**********@l*******.com |
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7 |
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1490 |
26 |
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Fort Point Channel Investors |
35 Thomson Pl, Boston, MA 02210 |
|
61795xxxx7 |
aca******@c*******************.com |
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Morrison Jenkins & Co |
50 Congress St Ste 642, Boston, MA 02109 |
|
61772xxxx8 |
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Christopher Trim-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx6 |
acm***********@m************.com |
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Polaris Venture Partners |
1 Marina Park Dr, Boston, MA 02210 |
|
85723xxxx7 |
ale******@p**************.com |
|
164 |
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Patriot Investments |
7 Water St Ste 600, Boston, MA 02109 |
|
61783xxxx9 |
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Merrill Lynch Private Wealth Management |
1 Federal St, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
5 |
1 |
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Sagebroadview Wealth Management |
2 Burlington Woods Dr Ste 100 Burlington, MA 01803 |
|
78122xxxx8 |
axx******@s************.com |
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Ameriprise Financial Advisors - Petrik And Associates |
500 Granite Ave Milton, MA 02186 |
|
61729xxxx0 |
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Sweeney Wealth Management Group |
1 International Pl, Boston, MA 02110 |
|
61737xxxx2 |
ali***********@s**************.com |
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9899 |
9 |
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The Geraghty Team-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61775xxxx1 |
acm***********@m************.com |
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Fiduciary Wealth Partners |
177 Huntington Ave 20th floor, Boston, MA 02115 |
|
61760xxxx0 |
cri*****@f********.com |
5.02 |
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Samuel Hodgson |
160 Federal St, Boston, MA 02110 |
|
61753xxxx1 |
acl*******@f************.com |
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Lexington Wealth Management |
12 Waltham St Lexington, MA 02421 |
|
78186xxxx5 |
a-r**************@l**************.com |
5 |
2 |
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83 |
34 |
99 |
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Koch, Bjorn |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx0 |
abc***@u**.com |
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Baum Wealth Advisors - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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Jonathan Karelitz - Morgan Stanley |
950 Winter St Ste 2400 Waltham, MA 02451 |
|
78152xxxx5 |
erp******@m**************.com |
|
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5 |
1 |
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Acceleration International |
75 Pinckney St, Boston, MA 02114 |
|
61742xxxx2 |
gm@a**************.com |
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Northern Cross |
125 Summer St, Boston, MA 02110 |
|
61795xxxx9 |
ada*@n***************.com |
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Westport Private Equity Ltd |
222 Berkeley St, Boston, MA 02116 |
|
61784xxxx0 |
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Brookside Mezzanine Partners |
101 Federal St, Boston, MA 02110 |
|
61726xxxx0 |
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Santander Bank |
61 Harrison Ave, Boston, MA 02111 |
|
61729xxxx1 |
aar**@s************.com |
2.9 |
14 |
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Prio Wealth, LP |
265 Franklin St, Boston, MA 02110 |
|
61722xxxx0 |
ake***@p*********.com |
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5 |
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Ameriprise Financial Advisors |
342-346 Commercial St Unit C-1 Boston, MA 02109 |
|
78143xxxx6 |
dns*****@a***.com |
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Venrock Associates |
101 Federal St, Boston, MA 02110 |
|
61720xxxx0 |
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Nepc |
255 State St Ste 600, Boston, MA 02109 |
|
61737xxxx0 |
aeg**@n***.com |
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Alex M Blake-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx1 |
acm***********@m************.com |
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Apex Boston Group |
60 State St, Boston, MA 02109 |
|
61785xxxx0 |
but****@w**********.com |
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Baystate Financial |
1 Marina Park Drive 16th Floor, Boston, MA 02210 |
|
61758xxxx0 |
aac*****@b****************.com |
3.4 |
5 |
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SFC Preferred |
6 Liberty Sq, Boston, MA 02109 |
|
61792xxxx0 |
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Carson Wealth |
100 Summer St Ste 1600 Boston, MA 02110 |
|
88844xxxx5 |
abr****@c***********.com |
|
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|
2008 |
47 |
|
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McAleer, Robert |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx3 |
abc***@u**.com |
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CIBC Private Wealth Management |
100 Federal St 37th floor, Boston, MA 02110 |
|
61735xxxx0 |
alb***********@c***.com |
5 |
2 |
|
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|
2092 |
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JMD Financial Consulting |
12 Stratford Rd Winchester, MA 01890 |
|
97849xxxx7 |
jmd***@j*********************.com |
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18 |
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Boston Capital Wealth Management of Raymond James |
225 Franklin St, Boston, MA 02110 |
|
88879xxxx8 |
aar************@r***********.com |
|
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Levenson Wealth LLC |
|
|
61752xxxx3 |
inf*@l*************.com |
|
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Kaufman & Co |
101 Federal St Ste 1310, Boston, MA 02110 |
|
61742xxxx4 |
amo***@k*****.com |
|
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Edelman Financial Engines |
25 Burlington Mall Rd Ste 405 Burlington, MA 01803 |
|
83375xxxx3 |
aar**@e**********************.com |
|
|
2 |
1 |
|
|
18429 |
16 |
19864 |
|
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|
The Harborside Wealth Management Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx3 |
abc***@u**.com |
3.02 |
|
|
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Ellucian |
1 Memorial Dr, Cambridge, MA 02142 |
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61057xxxx2 |
aar*******@e*******.com |
5 |
8 |
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5854 |
413 |
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Synergy Investments |
2 Center Plz, Boston, MA 02108 |
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61793xxxx2 |
dav********@s************.com |
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Robert J Sanzo-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx0 |
acm***********@m************.com |
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Advanced Technology Ventures |
500 Boylston St Ste 130, Boston, MA 02116 |
|
61785xxxx0 |
ann***@f*************.com |
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Ilan Segev & Amy Steigerwald-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61775xxxx0 |
acm***********@m************.com |
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Windsail Capital |
133 Federal St # 12, Boston, MA 02110 |
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61742xxxx0 |
ach***@w**************.com |
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Compass Capital Corp |
50 Braintree Hill Park Ste 105 Braintree, MA 02184 |
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78153xxxx3 |
ali***@c*************.co |
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GMO Renewable Resources |
225 Franklin St, Boston, MA 02110 |
|
61734xxxx7 |
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The Swett Wealth Management Group of UBS |
1 Post Office Square 36th floor, Boston, MA 02109 |
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61743xxxx4 |
ben*******************@u**.com |
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Our Team-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61775xxxx6 |
acm***********@m************.com |
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Fidelity Investments - Corporate Office |
245 Summer St, Boston, MA 02210 |
|
80034xxxx8 |
a61****@f*******.com |
3.7 |
60 |
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317729 |
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Numeric Investors |
200 Pier 4 Blvd # 5, Boston, MA 02210 |
|
61789xxxx0 |
aas***@n******.com |
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Cambridge Financial Advisors |
124 Mount Auburn St Cambridge, MA 02138 |
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61757xxxx5 |
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Jillian M Mackinnon-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx6 |
acm***********@m************.com |
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Aradhana Kuhn-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx7 |
acm***********@m************.com |
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Atlas Investment Group |
1200 Washington St, Boston, MA 02118 |
|
61726xxxx6 |
ada***@a**********.com |
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Edward Jones - Financial Advisor: James Hill |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
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87286 |
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99000 |
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Grantham Mayo Van Otterloo |
40 Rowes Wharf, Boston, MA 02110 |
|
61733xxxx0 |
abc@g**.com |
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Avrdn |
28 State St Fl 17, Boston, MA 02109 |
|
61772xxxx0 |
abr*********@d************.com |
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Simon Carter-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx2 |
acm***********@m************.com |
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Xontogeny |
240 Newbury St Ste 2, Boston, MA 02116 |
|
85744xxxx7 |
car****@x********.com |
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Stance Capital |
131 Dartmouth St, Boston, MA 02116 |
|
61787xxxx2 |
bda***@s********.com |
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Michael Klonsky - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx4 |
dns*****@a***.com |
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Modera Financial Advisors & Financial Planners |
535 Boylston St Boston, MA 02116 |
|
61724xxxx8 |
adv***@m***********.com |
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90 |
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110 |
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G20 Ventures |
500 Boylston St, Boston, MA 02116 |
|
61785xxxx7 |
abe********@g****.com |
|
9 |
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Colonial Wealth Managment |
265 Franklin St Ste 1600 Boston, MA 02110 |
|
61777xxxx6 |
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Jeff Sherman |
160 Federal St, Boston, MA 02110 |
|
61747xxxx6 |
aos*****@f************.com |
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Parthenon Capital Partners |
399 Boylston St, Boston, MA 02116 |
|
61796xxxx0 |
bgo****@p***************.com |
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Natixis Global Assets Management |
888 Boylston St Ste 1500, Boston, MA 02199 |
|
61744xxxx0 |
abc***@n******.com |
5 |
2 |
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Peter J Dragonas-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx1 |
acm***********@m************.com |
|
77 |
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Citizens Bank |
217 Adams St Dorchester, MA 02122 |
|
61728xxxx7 |
aar*********@c***********.com |
2.5 |
15 |
1 |
3 |
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Lazard Asset Management |
222 Berkeley St suite 1100-b, Boston, MA 02116 |
|
61728xxxx0 |
a.m*****@l********.com |
5 |
1 |
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Stifel - KB Wealth Management Group |
20 William St Ste 330 Wellesley, MA 02481 |
|
78123xxxx1 |
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Cic 50 Milk |
50 Milk St, Boston, MA 02109 |
|
85723xxxx4 |
con****@j***************.com |
4.7 |
123 |
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MPM Capital LP |
111 Huntington Ave, Boston, MA 02199 |
|
61742xxxx0 |
aba*****@m*********.com |
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AEW Capital Management |
2 Seaport Ln, Boston, MA 02210 |
|
61726xxxx0 |
aab*****@a**.com |
3.4 |
5 |
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Ropes Wealth Advisors |
800 Boylston St, Boston, MA 02199 |
|
61795xxxx0 |
bre*********@r**********.com |
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Scher, Steven |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx4 |
abc***@u**.com |
|
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Capital Bankcard Boston |
25 Temple Pl, Boston, MA 02111 |
|
61797xxxx2 |
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Lebed Asset Management |
6 Beacon St # 925, Boston, MA 02108 |
|
61772xxxx2 |
jay@l*********.com |
5.02 |
|
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Sverica International |
800 Boylston St Ste 3325, Boston, MA 02199 |
|
61769xxxx1 |
ali**@s******.com |
|
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Kroll Inc |
125 High St, Boston, MA 02110 |
|
61737xxxx0 |
aal*****@k****.com |
|
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2745 |
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Anchor Capital Advisors |
2 International Pl Fl 21, Boston, MA 02110 |
|
61733xxxx0 |
ade****@a************.com |
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Financial Planning Information |
300 Washington St Newton, MA 02458 |
|
61724xxxx0 |
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Security Information Center |
12 Thomson Pl, Boston, MA 02210 |
|
61734xxxx0 |
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Coordinated Financial Planning |
Newton, MA 02458 |
|
61755xxxx2 |
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Tang Mei Funds |
77 Franklin St Ste 505, Boston, MA 02110 |
|
78193xxxx5 |
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The Moses Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx9 |
acm***********@m************.com |
|
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|
Kevin P Fitzpatrick-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx3 |
acm***********@m************.com |
|
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Toner, Shannon |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx0 |
abc***@u**.com |
|
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Winthrop Wealth |
109 State St, Boston, MA 02109 |
|
61753xxxx0 |
ala***********@w*************.com |
|
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212 |
7 |
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Joint Venture Investments |
35 Kingston St # 2, Boston, MA 02111 |
|
61754xxxx6 |
696*************************************@w*****************.com |
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Eagle Investment Systems |
30 Winter St, Boston, MA 02108 |
|
61742xxxx0 |
|
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Zero Stage Capital |
265 Franklin St, Boston, MA 02110 |
|
61787xxxx5 |
|
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Ouellette Wealth Management Group |
35 Bedford St Ste 18 Lexington, MA 02420 |
|
78186xxxx6 |
|
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|
Kaitlin Wang - Mortgage Loan Officer |
1 Union St 2nd Fl, Boston, MA 02108 |
|
97883xxxx8 |
abc***@t*.com |
|
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|
850325 |
5394 |
854042 |
|
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|
Shepherd Kaplan |
125 Summer Street # 22, Boston, MA 02110 |
|
61789xxxx0 |
|
3 |
2 |
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|
Julian B Morris - Concierge Wealth Management |
346 Commercial St Boston, MA 02109 |
|
61760xxxx6 |
jb@c**********.com |
5 |
13 |
5 |
1 |
|
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|
Edward Jones - Financial Advisor: Christopher C Cinella |
502 Main St Melrose, MA 02176 |
|
78166xxxx5 |
a.j*********@e**********.com |
|
3 |
|
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Freedom Trail Financial |
376 Boylston St Ste 502 Boston, MA 02116 |
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61724xxxx2 |
bdr*******@f********************.com |
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325 |
5 |
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Ironwood Capital |
1 Beacon St Fl 34, Boston, MA 02108 |
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61774xxxx0 |
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William N Ryan, CFP |
858 Washington St, Unit 100 Dedham, MA 02026 |
|
61748xxxx0 |
adm**@r*****.com |
4.8 |
5 |
4.2 |
13 |
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Glucksman, Justin |
200 Clarendon St, Boston, MA 02116 |
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61724xxxx1 |
abc***@u**.com |
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Loring Wolcott & Coolidge |
230 Congress St #12, Boston, MA 02110 |
|
61752xxxx1 |
adm**@l********.com |
5 |
2 |
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Mass Community Development |
155 Federal St, Boston, MA 02110 |
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61752xxxx2 |
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Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx6 |
ade********@u**.com |
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Capital Formation Group |
62 Wellesley Executive Office Park Walnut St Wellesley, MA 02481 |
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78123xxxx3 |
bdo******@y****.com |
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219 |
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State Street Global Advisors |
1 Iron St, Boston, MA 02210 |
|
61778xxxx0 |
a.j**********@s***.com |
1.8 |
5 |
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Immerz Inc |
1 Broadway, Cambridge, MA 02142 |
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61747xxxx8 |
48a*************************************@w*****************.com |
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Zachary Calahan |
160 Federal St, Boston, MA 02110 |
|
61753xxxx7 |
acl*******@f************.com |
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Crescent Capital Group LP |
500 Boylston St, Boston, MA 02116 |
|
61785xxxx0 |
abi********************@c**********.com |
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Lisa K Matthews-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx5 |
acm***********@m************.com |
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J P Marvel Wealth Management |
265 Franklin St # 902, Boston, MA 02110 |
|
61734xxxx4 |
inf*@j*******.com |
1 |
1 |
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Morgan Stanley Private Wealth Advisors |
28 State St 34th Floor, Boston, MA 02109 |
|
61747xxxx0 |
aal*******@m************.com |
4 |
1 |
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113334 |
3091 |
131000 |
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Edward Jones - Financial Advisor: Jackie Wilson |
659 Washington St Ste 1 L Braintree, MA 02184 |
|
78184xxxx8 |
a.j*********@e**********.com |
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84241 |
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Boston Trust Walden Company |
1 Beacon St 34th Floor, Boston, MA 02108 |
|
61772xxxx0 |
aau*******@b****************.com |
3.7 |
3 |
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Ronan/Hamburger Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx0 |
acm***********@m************.com |
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Munroe Morrow Wealth Management |
346 Commercial St, Boston, MA 02109 |
|
61760xxxx8 |
bri*****@m*****************.com |
4.7 |
15 |
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Boston Private Bank & Trust Company |
10 Post Office Sq, Boston, MA 02109 |
|
61791xxxx0 |
dns*****@s*****.com |
5 |
3 |
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Schwartz & Schwartz, PC |
8 Cedar St Ste 54 Woburn, MA 01801 |
|
78193xxxx5 |
adm**@s******************.com |
4.9 |
146 |
3.6 |
8 |
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91 |
5 |
96 |
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The Principe Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61794xxxx7 |
acm***********@m************.com |
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Danforth Wealth Management - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
97853xxxx1 |
ben*******************@u**.com |
5.01 |
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Ameriprise Financial Advisors |
167 Worcester St Ste 203 Wellesley, MA 02481 |
|
78123xxxx0 |
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Lapointe, Jr, Roger |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx5 |
abc***@u**.com |
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Concord Wealth Management |
230 Third Ave Fl 6 Waltham, MA 02451 |
|
78196xxxx4 |
alb******@c**************.com |
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3 |
2 |
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432 |
59 |
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Pw Global |
75 Federal St Ste 620, Boston, MA 02110 |
|
61769xxxx4 |
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The Parquette Wealth Management Group - Morgan Stanley |
28 State St 34th Floor, Boston, MA 02109 |
|
61758xxxx8 |
int**********@m************.com |
4.01 |
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B Riley And Company |
50 Milk St, Boston, MA 02109 |
|
61772xxxx0 |
ali****@b*******.com |
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Rs Finance & Consulting |
53 State St Ste 500, Boston, MA 02109 |
|
61728xxxx5 |
inf*@r******.com |
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Blakeley Investment Co |
1 International Pl Ste 3250, Boston, MA 02110 |
|
61722xxxx0 |
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Okita Sevi |
160 Federal St, Boston, MA 02110 |
|
61747xxxx0 |
aos*****@f************.com |
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Bain Capital Lp |
200 Clarendon St Fl 39, Boston, MA 02116 |
|
61751xxxx0 |
abe*****@b******************.com |
4.3 |
7 |
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Vision Financial Planning Inc |
40 Broad St Ste 200 Boston, MA 02109 |
|
61772xxxx0 |
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North Bridge Capital |
45 School Street Pl, Boston, MA 02119 |
|
61757xxxx1 |
eon****@n*************.com |
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The City Point Wealth Management Group - Morgan Stanley |
28 State St 26th Fl, Boston, MA 02109 |
|
61794xxxx1 |
acm***********@m************.com |
4.01 |
|
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Edelman Financial Engines (Corporate Office) |
28 State St 21st Floor, Boston, MA 02109 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18410 |
15 |
19833 |
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Deutsche Bank |
1 International Pl Ste 12, Boston, MA 02110 |
|
61721xxxx0 |
aar********@d*.com |
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DFJ New England Fund |
14 Broadway, Cambridge, MA 02142 |
|
61775xxxx3 |
bac***@n**.vc |
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J T Venture Partners |
699 Boylston St, Boston, MA 02116 |
|
61724xxxx0 |
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Ameriprise Financial Advisors |
11 Water St Ste 2A Arlington, MA 02476 |
|
78164xxxx4 |
bri*********@a***.com |
|
11 |
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HD Venture Capital Inc |
100 City Hall Plz Ste 305, Boston, MA 02108 |
|
61753xxxx2 |
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Alternative Capitalis |
233 Harvard St Ste 307 Brookline, MA 02446 |
|
55125xxxx6 |
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Ted H. Gould |
160 Federal St, Boston, MA 02110 |
|
61747xxxx1 |
acl*******@f************.com |
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Thurston, Kevin |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx8 |
abc***@u**.com |
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AssetGrade |
1 Boston Pl Ste 2600 Boston, MA 02108 |
|
61793xxxx7 |
inf*@a*********.com |
|
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99 |
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Stockwell Wealth Management |
16 Chestnut St, Boston, MA 02108 |
|
61724xxxx0 |
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Rubino & Liang Wealth Partners |
189 Wells Ave Fl 3 Newton, MA 02459 |
|
61763xxxx7 |
jco****@r***************.com |
5 |
9 |
|
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1092 |
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Vaughan Nelson Investment Management |
399 Boylston St, Boston, MA 02116 |
|
71322xxxx5 |
ach**@v************.com |
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Fleetwing Capital |
75 Federal St, Boston, MA 02110 |
|
61735xxxx5 |
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Signator Financial Service Inc |
601 Congress St, Boston, MA 02210 |
|
61757xxxx0 |
aba*****@r************.com |
|
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F-Prime Capital Partners |
1 Main St Ste 13, Cambridge, MA 02142 |
|
61723xxxx0 |
abd**@f************.com |
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|
Geoffrey Hargadon - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx7 |
ade********@u**.com |
|
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Riverside Partners |
699 Boylston St Ste 800, Boston, MA 02116 |
|
61735xxxx0 |
aga**@r****************.com |
|
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|
Generational Wealth Partners of Raymond James |
225 Franklin St Ste 2200, Boston, MA 02110 |
|
61789xxxx0 |
aar************@r***********.com |
|
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|
17254 |
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R B Zevin Associates |
40 Court St, Boston, MA 02108 |
|
61772xxxx5 |
|
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|
Singletary Wealth Management Group - Ubs Financial Services Inc. |
One Post Office Square 32nd And 33rd Floor s, Boston, Ma 02109 |
|
61743xxxx6 |
abc***@u**.com |
|
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|
Abry Partners |
888 Boylston St, Boston, MA 02199 |
|
61785xxxx9 |
abj***@a***.com |
|
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The Boston Seaport Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61747xxxx3 |
acm***********@m************.com |
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L & L Acquisition Corp |
265 Franklin St, Boston, MA 02110 |
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61733xxxx5 |
adm**********@l*********.com |
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Zalcman Neill Wealth Management Group |
One Post Office Square 34th Floor, Boston, MA 02109 |
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61743xxxx1 |
aar*******@u**.com |
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230308 |
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243000 |
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Charles Schwab |
54 Mall Rd Burlington, MA 01803 |
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78150xxxx0 |
jan*****@s*****.com |
5 |
2 |
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Boston Financial |
101 Arch St 13th Floor, Boston, MA 02110 |
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80078xxxx0 |
aim*********@b***.com |
3 |
2 |
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Congress Asset Management Co |
2 Seaport Ln floor 5, Boston, MA 02210 |
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61742xxxx0 |
adu***@c************.com |
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Concierge Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx6 |
jb@c**********.com |
5 |
13 |
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Martinelli Wealth Management - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
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61743xxxx2 |
ben*******************@u**.com |
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Citizens Bank |
771 Commonwealth Ave, Boston, MA 02215 |
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61792xxxx3 |
aar*********@c***********.com |
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Manulife Asset Management LLC |
101 Huntington Ave, Boston, MA 02199 |
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61737xxxx0 |
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3 |
2 |
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Evan Weiss |
160 Federal St, Boston, MA 02110 |
|
61753xxxx3 |
acl*******@f************.com |
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Thrift Investors LP |
121 High St, Boston, MA 02110 |
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61752xxxx8 |
bmo****@n*****************.com |
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Weiss Asset Management LP |
222 Berkeley St, Boston, MA 02116 |
|
61777xxxx0 |
aar**@w*********.com |
5 |
1 |
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Nathan & Lewis Securities |
15 Broad St, Boston, MA 02109 |
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61752xxxx6 |
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Sylvia M. Singleton, Cpa |
5230 Washington St Ste 1 Roxbury, MA 02132 |
|
61739xxxx7 |
joh*@s*************.com |
5 |
13 |
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Bunker Hill Investors |
340 Bunker Hill St, Charlestown, MA 02129 |
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61724xxxx7 |
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Riesenberger Wealth Management Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx1 |
abc***@u**.com |
5.01 |
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David J. Prothero, CPA P.C. |
313 Washington St Ste 200 Newton, MA 02458 |
|
61787xxxx2 |
*nn*@e**********.com |
4.9 |
12 |
4.7 |
9 |
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131 |
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142 |
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Banyan Partners |
255 State St Ste 600, Boston, MA 02109 |
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61750xxxx4 |
dbo*****@b*************.net |
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Trillium Asset Management |
60 South St, Boston, MA 02111 |
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61742xxxx5 |
ajo*******@t*************.com |
5 |
2 |
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Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant |
101 Federal St, Boston, MA 02110 |
|
61731xxxx5 |
san**************@l**.com |
5 |
7 |
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MetLife |
501 Boylston St Ste 1, Boston, MA 02116 |
|
61726xxxx0 |
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Rogers, John |
60 State St, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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101 |
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101 |
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James Atwood |
160 Federal St, Boston, MA 02110 |
|
61753xxxx1 |
abu**@b************.com |
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Kensington Investment Co Inc |
28 Exeter St, Boston, MA 02116 |
|
61726xxxx1 |
joh*@2*************.com |
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202 |
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209 |
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Oneil Securities |
211 Congress St Ste 502, Boston, MA 02110 |
|
88822xxxx4 |
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Jerome C Hunsaker |
120 Water St Ste 500, Boston, MA 02109 |
|
61736xxxx7 |
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Bessemer Trust Private Wealth Management Boston MA |
2 International Pl 22nd Fl, Boston, MA 02110 |
|
61727xxxx0 |
Leg**@B*******.com |
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Affiliated Managers Group |
222 Berkeley St, Boston, MA 02116 |
|
61774xxxx0 |
abb*********@a**.com |
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Freed Investment Group |
396 Commonwealth Ave Ste D2A, Boston, MA 02215 |
|
61742xxxx0 |
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McCullen Capital |
1 Liberty Sq, Boston, MA 02109 |
|
61742xxxx0 |
deb*****@m**************.com |
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Hargadon Wealth Management - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
|
61724xxxx1 |
ben*******************@u**.com |
1.01 |
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Edward Jones - Financial Advisor: Jennifer Pollina |
50 Mall Rd Ste G15 Burlington, MA 01803 |
|
78122xxxx0 |
a.j*********@e**********.com |
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1 |
1 |
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Winthrop Wealth |
109 State St 2nd floor, Boston, MA 02109 |
|
61753xxxx0 |
ala***********@w*************.com |
1 |
1 |
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222 |
13 |
254 |
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CarrThaxton Financial Group |
420 Bedford St Ste 330 Lexington, MA 02420 |
|
78186xxxx0 |
bek*****@c**********.com |
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Columbia Threadneedle Investments |
225 Franklin St, Boston, MA 02110 |
|
61738xxxx0 |
dns*****@a***.com |
3 |
4 |
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Velocity Equity Partners |
121 High St Ste 400, Boston, MA 02110 |
|
61733xxxx5 |
bar****@v*********.com |
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Lightkeeper |
280 Congress St, Boston, MA 02210 |
|
25629xxxx3 |
ag@l**********.com |
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Shoreline Private Wealth Management - Ameriprise Financial |
60 State St Fl 21 Boston, MA 02109 |
|
78155xxxx1 |
dns*****@a***.com |
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542 |
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564 |
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Stuart A Mackinnon-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61758xxxx7 |
acm***********@m************.com |
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Commons Capital |
254 2nd Ave Ste 130 Needham, MA 02494 |
|
61743xxxx0 |
inf*@c*********.com |
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Ellen Takagi - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx3 |
wms**********@r**.com |
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14811 |
|
16000 |
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Dennis Hurley - Mortgage Loan Officer |
1 Union St 2nd Fl, Boston, MA 02108 |
|
61752xxxx2 |
aar*********@t*.com |
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Instinet |
225 Franklin St Ste 2340, Boston, MA 02110 |
|
61742xxxx9 |
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Greenland Kingsley |
133 Federal St, Boston, MA 02110 |
|
61769xxxx0 |
afo***@d****.com |
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Colonial Wealth Management |
265 Franklin St Ste 1600, Boston, MA 02110 |
|
61777xxxx6 |
blo***@b**************.com |
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Mark Nickel |
160 Federal St, Boston, MA 02110 |
|
61747xxxx1 |
aos*****@f************.com |
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Flagship Ventures |
1 Memorial Dr Ste 4, Cambridge, MA 02142 |
|
61725xxxx2 |
ach*@f***************.com |
3.4 |
10 |
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Beyond Your Hammock |
50 Milk St 16th floor, Boston, MA 02109 |
|
61744xxxx1 |
eri*@b****************.com |
5 |
22 |
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906 |
100 |
940 |
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Kaspick And Company |
1 Beacon St Fl 8, Boston, MA 02108 |
|
61778xxxx5 |
abe***@k******.com |
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David Lambert |
160 Federal St, Boston, MA 02110 |
|
61747xxxx6 |
acl*******@f************.com |
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Buccino Investments |
28 Kingston St, Boston, MA 02111 |
|
61745xxxx2 |
chr**@g**********.com |
|
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3.9 |
1199 |
9912 |
28714 |
9800 |
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Health Care Ventures |
47 Thorndike St Ste 1, Cambridge, MA 02141 |
|
61725xxxx3 |
don**@h****.com |
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Courtney Dunnells - Financial Advisor, Ameriprise Financial Services |
10 City Sq Ste 4TH, Charlestown, MA 02129 |
|
61739xxxx7 |
cit***********************@a***.com |
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RBC Wealth Management |
One Beacon St Ste 24, Boston, MA 02108 |
|
61772xxxx0 |
rbc*********@r**.com |
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Charles River Wealth Management |
50 Mall Rd Ste 209 Burlington, MA 01803 |
|
78127xxxx0 |
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Coburn & Meredith |
265 Franklin St Ste 1800, Boston, MA 02110 |
|
61720xxxx9 |
aad**@c**************.com |
|
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|
Christopher S Brolly-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx9 |
acm***********@m************.com |
|
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Childs Financial Services |
2 Lincoln Pl, Charlestown, MA 02129 |
|
61758xxxx0 |
tom@c*******.com |
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John Hancock Investments |
101 Huntington Ave Ste 900, Boston, MA 02199 |
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80022xxxx1 |
dns******@m*******.com |
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49554 |
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53000 |
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Thomas P Allen-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61747xxxx6 |
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The Bachelder Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61794xxxx2 |
acm***********@m************.com |
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Brian McNally |
160 Federal St, Boston, MA 02110 |
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61753xxxx0 |
aos*****@f************.com |
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Mellon Capital Management Corp |
210 Washington St, Boston, MA 02108 |
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61772xxxx0 |
jen***********@b********.com |
4 |
5 |
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Mercer Advisors Wealth Management |
101 Federal St Suite, 1900, Boston, MA 02110 |
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88856xxxx1 |
aar********@m*************.com |
4.4 |
18 |
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2734 |
27 |
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Xiao Investment Company VI |
365 Beacon St, Boston, MA 02116 |
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85726xxxx5 |
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Boston, Ma Private Wealth Management - Ubs Financial Services Inc. |
One Post Office Sq 33rd Floor, Boston, Ma 02109 |
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80022xxxx5 |
hxx@c***************.com |
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RBS Business Capital |
28 State St Fl 13, Boston, MA 02109 |
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61799xxxx3 |
aar*********@c***********.com |
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Tunc Tanin |
45 Prospect St Fl 5 Cambridge, MA 02139 |
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78197xxxx7 |
ebe*@e*******.com |
4.2 |
20 |
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EquipNet Direct |
70 Parklawn Rd, Boston, MA 02132 |
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78182xxxx2 |
abh***********@e*******.com |
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TGA Capital Management |
25 Braintree Hill Office Park Ste 200 Braintree, MA 02184 |
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50822xxxx6 |
con****@s*********.com |
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Ethos Capital LP |
126 Newbury St, Boston, MA 02116 |
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61788xxxx0 |
enq****@e***********.com |
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Brian Wilder-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61758xxxx6 |
acm***********@m************.com |
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Thunderstorm Capitol |
1 Liberty Sq, Boston, MA 02109 |
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61754xxxx8 |
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CGS Investments |
230 Congress St, Boston, MA 02110 |
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61734xxxx0 |
abr*****@k************.com |
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Disciplined Alpha |
60 State St, Boston, MA 02109 |
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85735xxxx8 |
bi**@d***************.com |
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Bernstein Global Wealth Management |
53 State St Ste 3800, Boston, MA 02109 |
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61778xxxx0 |
ada***********@b********.com |
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First Republic Bank |
160 Federal St Boston, MA 02110 |
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88840xxxx8 |
aa@f************.com |
3.4 |
17 |
4.6 |
9 |
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89757 |
260 |
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Byrne Wealth Management Group - Morgan Stanley |
28 State St 34th Floor, Boston, MA 02109 |
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61747xxxx0 |
acm***********@m************.com |
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Geanacopoulos Stephen |
175 Federal St Ste 900, Boston, MA 02110 |
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61723xxxx0 |
aal***@s*******.com |
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Newport Coast Securities |
60 State St, Boston, MA 02109 |
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85737xxxx0 |
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GMO LLC |
53 State St 33rd Floor, Boston, MA 02109 |
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61733xxxx0 |
abc@g**.com |
4.5 |
2 |
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Excel Venture Management |
800 Boylston St, Boston, MA 02199 |
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61742xxxx8 |
cwi****@e******.com |
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Henley USA |
33 Arch St, Boston, MA 02110 |
|
61730xxxx0 |
enq******@h*******.com |
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Butler Capital Investments |
4 Ada St, Boston, MA 02131 |
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43429xxxx8 |
ab@b********.com |
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Heritage Wealth Management |
75 Second Ave Ste 605 Needham, MA 02494 |
|
78144xxxx0 |
inf*@h******.com |
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Santander |
125 Broadway Somerville, MA 02145 |
|
61762xxxx4 |
cul*******************@s********.us |
2.7 |
29 |
1.8 |
5 |
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124160 |
941 |
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Volition Capital |
177 Huntington Ave Ste 16, Boston, MA 02115 |
|
61783xxxx0 |
aar**@v**************.com |
4.4 |
7 |
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282 |
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Wealth Effects |
265 Franklin St #1702, Boston, MA 02110 |
|
61746xxxx0 |
jsm***@w********.com |
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29 |
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34 |
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TIFF Advisory Services, Inc. |
200 State St,14th Floor, Boston, MA 02109 |
|
61775xxxx0 |
ana*******@t***.org |
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North Bridge Wealth Management Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx9 |
acm***********@m************.com |
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The Harvest Group Wealth Management |
800 South St Ste 200 Waltham, MA 02453 |
|
84499xxxx0 |
bi**@m*************.com |
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5388 |
47 |
5500 |
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TJ Van Gerven - Modern Wealth Builders |
7 Beacon St Ste 7R Woburn, MA 01801 |
|
50868xxxx3 |
tea*@m*******************.com |
5 |
17 |
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MFS Core Plus Research Fixed |
111 Huntington Ave, Boston, MA 02199 |
|
61795xxxx0 |
aa@m**.com |
3.8 |
6 |
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4256 |
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Avante Mezzanine Partners |
75 Arlington St, Boston, MA 02116 |
|
31066xxxx2 |
bch***@a**************.com |
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Sweeney Wealth Management Group |
1 International Pl #3210, Boston, MA 02110 |
|
61737xxxx2 |
bet*********@s**************.com |
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10516 |
19 |
10000 |
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Beacon Investment Management |
1 India St #205, Boston, MA 02109 |
|
61735xxxx6 |
bmc****@b****************.com |
5.013 |
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Manulife Investment Management |
197 Clarendon St, Boston, MA 02116 |
|
61737xxxx0 |
a.w******@m*********.com |
3 |
2 |
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Client Priority Financial Advisors |
Needham, MA 02494 |
|
61798xxxx0 |
lar******@c*************.com |
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Qualivian Investments Partners |
84 State St, Boston, MA 02109 |
|
85723xxxx3 |
aam*******@q********.com |
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Morgan Stanley Wealth Management |
28 State St 26th Fl, Boston, MA 02109 |
|
61758xxxx5 |
acm***********@m************.com |
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Darin Souza |
160 Federal St, Boston, MA 02110 |
|
61747xxxx4 |
aos*****@f************.com |
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Women’s Financial Help |
450 Bedford St Ste 1100 Lexington, MA 02420 |
|
78182xxxx0 |
inf*@w******************.com |
5 |
2 |
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MPM Capital, Inc |
450 Kendall St, Cambridge, MA 02142 |
|
61742xxxx0 |
aba*****@m*********.com |
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The Colony Group |
One Boston Place, 201 Washington St 11 Floor, Boston, MA 02108 |
|
61772xxxx0 |
aay***@t*************.com |
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Jessie Foster |
160 Federal St, Boston, MA 02110 |
|
61747xxxx1 |
aos*****@f************.com |
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Dorfman Value Investments |
1 Liberty Sq Ste 500, Boston, MA 02109 |
|
61754xxxx8 |
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Alliance Financial Group |
175 William F McClellan Hwy Boston, MA 02128 |
|
61731xxxx5 |
inf*@a*********************.com |
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499 |
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Alfred C. Clemens - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx3 |
wms**********@r**.com |
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14811 |
|
16000 |
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Palladin Consumer Retail Partners |
800 Boylston St, Boston, MA 02199 |
|
61758xxxx0 |
ape******@p***.com |
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Ubs AG |
210 W Canton St, Boston, MA 02116 |
|
61731xxxx0 |
aar*******@u**.com |
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229809 |
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C L King & Associates Inc |
1 Liberty Sq # 5A, Boston, MA 02109 |
|
61735xxxx7 |
as@c*****.com |
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Eagle Investment Group |
6 Beacon St, Boston, MA 02108 |
|
61733xxxx0 |
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South End Wealth Management - Ameriprise Financial Services |
546 Tremont St Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
|
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189 |
8 |
190 |
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Clearhaven Partners LP |
800 Boylston St, Boston, MA 02199 |
|
61722xxxx1 |
cry**@c*****************.com |
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Falcon Investment Advisors |
21 Custom House St Ste 1000, Boston, MA 02110 |
|
61741xxxx0 |
api*****@f****************.com |
|
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|
Stephen Coyle |
160 Federal St, Boston, MA 02110 |
|
61753xxxx8 |
aos*****@f************.com |
|
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Boston Capital Corp |
11 Beacon St, Boston, MA 02108 |
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61724xxxx7 |
abu****@b************.com |
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Citizens Bank |
171 Watertown St Watertown, MA 02472 |
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61796xxxx6 |
aar*********@c***********.com |
2.1 |
21 |
2.3 |
6 |
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Ameriprise Financial Advisors |
546 Tremont St Boston, MA 02116 |
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61742xxxx6 |
dns*****@a***.com |
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El Al Securities |
500 Terminal E, East Boston, MA 02128 |
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61756xxxx7 |
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Balanced Rock Investment Advisors |
252 Roslindale Ave, Roslindale, MA 02131 |
|
61797xxxx3 |
bri**@b*****************************.com |
|
57 |
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528 |
10 |
530 |
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Beacon Tree Capital |
50 Milk St, 17th Floor, Boston, MA 02110 |
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78153xxxx1 |
inf*@b************.com |
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Lantern Financial |
50 Franklin St Fl 3 Boston, MA 02110 |
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61748xxxx0 |
aja*@l****************.com |
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5 |
3 |
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American Property Data NE |
4 Longfellow Pl, Boston, MA 02114 |
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61752xxxx1 |
inf*@r******.com |
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John Hancock Life Insurance Company |
197 Clarendon St, Boston, MA 02116 |
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61757xxxx8 |
dns******@m*******.com |
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49383 |
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Arrowstreet Capital LP |
200 Clarendon St Ste 3000, Boston, MA 02116 |
|
61791xxxx0 |
aag*****@a*****************.com |
3.4 |
8 |
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Prudential Financial |
50 Federal St, Boston, MA 02110 |
|
61723xxxx2 |
a.w*****@p*********.com |
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559722 |
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Natixis Investment Managers |
888 Boylston St, Boston, MA 02199 |
|
61744xxxx0 |
abc***@n******.com |
5 |
2 |
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Minuteman Investments Corp |
28 State St, Boston, MA 02109 |
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61786xxxx9 |
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J.P. Morgan Securities |
1 Federal St, Boston, MA 02110 |
|
61765xxxx0 |
dom***************@j*******.com |
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906849 |
5106 |
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The Richman Group |
143 Newbury St, Boston, MA 02116 |
|
20386xxxx0 |
chi****@r*************.com |
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Cranebridge Investment Partners |
31 Saint James Ave. Fl 6, Boston, MA 02116 |
|
85730xxxx6 |
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Massachusetts Capital Resource |
420 Boylston St Ste 5, Boston, MA 02116 |
|
61753xxxx0 |
ama****@m**********.com |
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Samuel A Ramirez and Co |
100 Cambridge St, Boston, MA 02114 |
|
85731xxxx2 |
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Morgenthaler Ventures |
222 Berkeley St, Boston, MA 02116 |
|
61758xxxx0 |
bpa***@m***********.com |
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Richard Lombardozzi Jr. |
160 Federal St, Boston, MA 02110 |
|
61747xxxx1 |
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Blakeley Gerald W Jr |
60 State St Ste 600, Boston, MA 02109 |
|
61722xxxx0 |
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Wilmington Trust |
1 Post Office Sq 32nd Fl, Boston, MA 02109 |
|
61745xxxx0 |
aam****@w**************.com |
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Morris & Morris, PC CPA |
32 Kearney Rd Needham, MA 02494 |
|
78145xxxx0 |
dfi****@m*******.com |
5 |
2 |
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Lance Financial Associates |
2 Winnmere Ave Burlington, MA 01803 |
|
78150xxxx1 |
hel**@g********.com |
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C P Analytics |
100 Franklin St, Boston, MA 02110 |
|
61793xxxx0 |
a@c**********.com |
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Easternlinkcapital.com Eastern |
101 Federal St, Boston, MA 02110 |
|
61720xxxx8 |
aya****@e*****************.com |
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Kurt A Johnson-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx6 |
acm***********@m************.com |
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Wealth Enhancement Group |
200 Summit Dr Ste 420 Burlington, MA 01803 |
|
78193xxxx5 |
abr*****@w****************.com |
5 |
3 |
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LTSAVE INc |
500 Harrison Ave Ste 1E, Boston, MA 02118 |
|
61734xxxx0 |
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George D Levy And Company |
260 Franklin St, Boston, MA 02110 |
|
61743xxxx2 |
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RBC Global Asset Management |
225 Franklin St Ste 2700, Boston, MA 02110 |
|
61772xxxx0 |
abc***@r**.com |
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599136 |
|
607000 |
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Pamplona Capital Management |
200 Clarendon St, Boston, MA 02116 |
|
85726xxxx8 |
cke******@p************.com |
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Lisa M. Austin - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx4 |
wms**********@r**.com |
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14811 |
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16000 |
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Hara Dean T Mba Amex Financial Advisors |
546 Tremont St Boston, MA 02116 |
|
61742xxxx5 |
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Walnut Hill Advisors |
90 Concord Ave Fl 3 Belmont, MA 02478 |
|
88827xxxx3 |
use*@d*****.com |
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Jeffrey Jacobson - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
|
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14811 |
|
16000 |
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State Street |
587 Boylston St, Boston, MA 02116 |
|
61778xxxx0 |
aal******@s**********.com |
3.4 |
97 |
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Lakeside Financial Planning |
1500 District Ave Burlington, MA 01803 |
|
78127xxxx1 |
jho***@l********************.com |
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TIAA Financial Services |
50 Braintree Hill Park Ste 108 Braintree, MA 02184 |
|
80084xxxx4 |
acc******************@t***.org |
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Impact Capital Strategies |
1842 Centre St, Boston, MA 02132 |
|
20284xxxx2 |
ash***@i**********************.net |
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3I Capital |
75 Federal St, Boston, MA 02110 |
|
85723xxxx3 |
aha******@3*******.com |
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City National Bank Commercial Banking Office |
200 Clarendon St Fl 48 Boston, MA 02116 |
|
61740xxxx0 |
ava********@c**.com |
|
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5371 |
151 |
5900 |
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Aberdeen Standard Investments |
28 State St, Boston, MA 02109 |
|
61772xxxx0 |
abc***@a***************.com |
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Duvall, Tom, AGT |
121 Mount Vernon St, Boston, MA 02108 |
|
61736xxxx6 |
dns*****@a***.com |
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BrightSphere Investment Group Inc |
200 State St, Boston, MA 02109 |
|
61736xxxx0 |
ahe@b***.com |
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Sei |
125 Summer St, Boston, MA 02110 |
|
61726xxxx6 |
baa*************************************@w*****************.com |
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Moelisco |
1 Post Office Sq Ste 3825, Boston, MA 02109 |
|
61734xxxx0 |
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The Castle Island Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61794xxxx0 |
acm***********@m************.com |
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Wells Fargo Private Bank |
125 High St, Boston, MA 02110 |
|
61735xxxx8 |
aar**********@w*********.com |
2.2 |
24 |
|
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157071 |
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Amundi US |
60 State St, Boston, MA 02109 |
|
61774xxxx5 |
abc***@a*****.com |
2.6 |
5 |
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Boston Financial Management |
255 State St Fl 6 Boston, MA 02109 |
|
61733xxxx8 |
ali***@b********.com |
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Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St, Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
|
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17 |
Vida Ventures |
40 Broad St Ste 230, Boston, MA 02109 |
|
85725xxxx0 |
85c*************************************@w*****************.com |
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Spring Lake Equity Partners |
50 Rowes Wharf, Boston, MA 02110 |
|
61734xxxx4 |
inf*@s********.com |
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Clarke, Simon |
1 Post Office Sq, Boston, MA 02109 |
|
61743xxxx2 |
abc***@u**.com |
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Teton Partners |
260 Franklin St, Boston, MA 02110 |
|
61726xxxx5 |
mer**********@j****.com |
|
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439 |
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Wealth Enhancement Group |
10 Post Office Square Suite 1200 South, Boston, MA 02109 |
|
61769xxxx0 |
aba****@w****************.com |
|
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Bayside Capital |
500 Boylston St Ste 1350, Boston, MA 02116 |
|
61742xxxx0 |
asc*****@b******.com |
|
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|
Brian Strachan-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx0 |
acm***********@m************.com |
|
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North Star Capital Inc |
84 State St Ste 570, Boston, MA 02109 |
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61772xxxx0 |
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Michael Auler-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61747xxxx7 |
acm***********@m************.com |
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Clemens Private Wealth Management Group |
53 State St Suite 3600, Boston, MA 02109 |
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61772xxxx3 |
rbc*********@r**.com |
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14811 |
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16000 |
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Foster Dykema Cabot & Co Inc |
101 Arch St Ste 1800, Boston, MA 02110 |
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61742xxxx0 |
dgu****@f****.com |
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Perennial Capital Advisors |
1 Washington Mall Ste 1103, Boston, MA 02108 |
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61724xxxx0 |
inf*@p***********.com |
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Brian P Nagle |
160 Federal St, Boston, MA 02110 |
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61747xxxx8 |
aos*****@f************.com |
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Hoopoe Advisors |
54 Warren St Boston, MA 02119 |
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61731xxxx4 |
inf*@h*************.com |
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Jed H Gilfoy-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61747xxxx7 |
acm***********@m************.com |
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Merrill Lynch Financial Advisor Harrison G. Armstrong |
100 Federal St, 17th Floor, Boston, MA 02110 |
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61794xxxx8 |
ale*********@m*.com |
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Stephens Inc |
175 Federal St Ste 900, Boston, MA 02110 |
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61723xxxx0 |
aal***@s*******.com |
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Transocean Group Ltd |
200 High St, Boston, MA 02110 |
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61743xxxx0 |
aar*******@d********.com |
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Edward Jones - Financial Advisor: Marilyn J Gentilotti |
460 Totten Pond Rd Ste 130 Waltham, MA 02451 |
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78189xxxx8 |
a.j*********@e**********.com |
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85307 |
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Ameriprise Financial Advisors - Miller, Allen & Associates |
60 Walnut St Ste 101 Wellesley, MA 02481 |
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78143xxxx2 |
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Da Vinci Capital Management |
799 Cambridge St, Cambridge, MA 02141 |
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61735xxxx2 |
axx**********@d*******************.com |
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Aivc |
1 Broadway 14fl, Cambridge, MA 02142 |
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91783xxxx2 |
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Boston Common Asset Management |
200 State St 7th Floor, Boston, MA 02109 |
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61772xxxx7 |
ado*****@b****************.com |
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Ballentine Partners |
230 3rd Ave Ste 5 Waltham, MA 02451 |
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78131xxxx0 |
aca********@b*****************.com |
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6 |
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Thomas B Ames-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61758xxxx3 |
acm***********@m************.com |
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Thomas H Lee Partners LP |
100 Federal St Ste 3500, Boston, MA 02110 |
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61722xxxx0 |
abe*******@t**.com |
1.3 |
11 |
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Citizens Bank |
212 Elm St Somerville, MA 02145 |
|
61762xxxx8 |
aar*********@c***********.com |
2.9 |
20 |
2.1 |
19 |
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Med Tech Capital Inc |
33 Broad St Ste 200, Boston, MA 02109 |
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61797xxxx6 |
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Scott A White, CPA |
1266 Furnace Brook Pkwy Quincy, MA 02169 |
|
78184xxxx0 |
inf*@s************.com |
5 |
5 |
5 |
2 |
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Northwestern Mutual Life Insurance |
1 Beacon St, Boston, MA 02108 |
|
61753xxxx2 |
a.-***********@n*****************.com |
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12 |
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106059 |
16199 |
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Heritage Fund I |
800 Boylston St, Boston, MA 02199 |
|
61743xxxx8 |
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Cornerstone Wealth Management |
262 Beacon St Boston, MA 02116 |
|
61753xxxx0 |
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Alpha One Capital Partners |
125 Summer St Ste 1840, Boston, MA 02110 |
|
61733xxxx4 |
sla**@a**************.com |
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Samsung Ventures |
260 Franklin St, Boston, MA 02110 |
|
61742xxxx0 |
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Hamersley Partners |
20 Park Plz, Boston, MA 02116 |
|
61794xxxx7 |
aph******@h****************.com |
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Edward Jones - Financial Advisor: Jeff Corrigan |
48 Trapelo Rd Belmont, MA 02478 |
|
61748xxxx9 |
a.j*********@e**********.com |
|
5 |
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Private Wealth Management - Boston, MA - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx0 |
ade********@u**.com |
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Union Park Capital |
200 Newbury St, Boston, MA 02116 |
|
85725xxxx1 |
ans*@u*********.com |
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Rose Park Advisors |
1 Faneuil Hall Sq, Boston, MA 02109 |
|
61784xxxx5 |
aj@r***************.com |
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Daniel Wilson - Ameriprise Financial Advisor |
275 Grove St Ste 1w-305 Auburndale, MA 02466 |
|
61750xxxx7 |
ale************@a***.com |
|
38 |
5 |
1 |
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2218 |
135 |
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Edward Jones - Financial Advisor: Jason A Jani |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
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Edward Jones - Financial Advisor: Robert A Sacchetti |
1110 Great Plain Ave Needham, MA 02492 |
|
78144xxxx9 |
a.j*********@e**********.com |
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Tax Credit Asset Management |
30 Federal St, Boston, MA 02110 |
|
61754xxxx0 |
ach******@t*****.com |
2.3 |
3 |
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Penobscot Investment Mgmt Co |
50 Congress St Ste 410, Boston, MA 02109 |
|
61722xxxx1 |
adm**@p********.com |
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Boston Trust |
30 Court St, Boston, MA 02108 |
|
61772xxxx0 |
cli*********@b****************.com |
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SCS Financial |
888 Boylston St, Boston, MA 02199 |
|
61720xxxx0 |
abu****@s***********.com |
5 |
2 |
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Landmark Partners |
265 Franklin St # 18, Boston, MA 02110 |
|
86065xxxx0 |
abi*************@l***************.com |
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Nancy F Allen-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61757xxxx2 |
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Karmaxmar Corp |
151 Tremont St, Boston, MA 02111 |
|
61742xxxx0 |
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Robert Taylor - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
|
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14811 |
|
16000 |
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Overture Capital Partners |
155 Seaport Blvd Ste 1100, Boston, MA 02210 |
|
61752xxxx0 |
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A Capital Management |
41 Belvidere St, Boston, MA 02115 |
|
61758xxxx8 |
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TD Ameritrade |
185 Franklin St Ste 104 Boston, MA 02110 |
|
80066xxxx0 |
aam***********@t***********.com |
|
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3 |
2 |
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McLaughlin Wealth Management Partners - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx1 |
abc***@u**.com |
5.01 |
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Eastern Asset Management |
1 Marina Park Dr, Boston, MA 02210 |
|
78192xxxx0 |
aba****@e*********.com |
|
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Detwiler Fenton & Co |
225 Franklin St Ste 2300, Boston, MA 02110 |
|
61745xxxx0 |
and**********@d*************.com |
1 |
1 |
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TD Wealth |
200 State Street, 10th Floor, Boston, MA 02109 |
|
86623xxxx8 |
ada*********@t*****.com |
|
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845218 |
5644 |
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BNY Mellon Wealth Management Boston MA |
201 Washington St, Boston, MA 02108 |
|
61742xxxx8 |
jen***********@b********.com |
3.5 |
6 |
|
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|
The Cullen Wealth Management Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx8 |
abc***@u**.com |
|
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Josh Gregory - TIAA Wealth Management Advisor |
225 Franklin St Suite 2310, Boston, MA 02110 |
|
87755xxxx2 |
acc******************@t***.org |
|
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|
90763 |
497 |
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|
Edward Jones - Financial Advisor: Jonathan Schonberg |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
|
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|
Clearsky Date Securities Corp |
100 Summer St, Boston, MA 02110 |
|
61732xxxx3 |
3a8*************************************@w*****************.com |
|
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|
Matthew Taussig-Morgan Stanley |
28 State St, Boston, MA 02109 |
|
61747xxxx5 |
acm***********@m************.com |
|
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|
Capstone Partners |
176 Federal St, Boston, MA 02110 |
|
61761xxxx0 |
bba*****@c*****************.com |
|
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Garon Financial |
233 Needham St Ste 300 Newton, MA 02464 |
|
61745xxxx0 |
dom****@a***********.com |
|
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Laird, Peter |
1 Post Office Sq, Boston, MA 02109 |
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61743xxxx6 |
abc***@u**.com |
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Edelstein Wealth Management LLC |
160 Federal St 9th floor, Boston, MA 02110 |
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61722xxxx1 |
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Hall, Daniel |
60 State St, Boston, MA 02109 |
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61745xxxx0 |
dah***@a***.com |
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R W Preasprich |
175 Federal St, Boston, MA 02110 |
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61748xxxx2 |
aza***@p*********.com |
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The Condron Team-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61775xxxx5 |
acm***********@m************.com |
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The Greater Boston Group-Morgan Stanley |
28 State St, Boston, MA 02109 |
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61758xxxx8 |
acm***********@m************.com |
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