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Eastern Bankshares
EBC

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
301
Action Point Financial Planning
Michigan
$2.42K +$2.25K +111 New
KFAS
302
Keating Financial Advisory Services
Kansas
$2.33K +$61 +3 +3%
PWMG
303
Private Wealth Management Group
New Jersey
$2.09K – – –
CAL
304
Capital Advisors Ltd
Ohio
$2K – – –
NF
305
Napier Financial
Massachusetts
$1.87K – – –
CCMI
306
Creative Capital Management Investments
California
$1.58K +$1.44K +71 New
IA
307
IFP Advisors
Florida
$1.45K -$304 -15 -19%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.22K +$1.12K +55 New
MASM
309
MH & Associates Securities Management
California
$1.11K – – –
CIAM
310
Caitong International Asset Management
Hong Kong
$956 +$447 +22 +105%
BHWM
311
Bay Harbor Wealth Management
Maryland
$712 +$142 +7 +28%
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$690 – – –
TC
313
Trust Company
Kansas
$667 – – –
CA
314
Clearstead Advisors
Ohio
$646 +$589 +29 New
FC
315
Financial Consulate
Maryland
$645 – – –
HIA
316
HFM Investment Advisors
New Jersey
$623 +$244 +12 +75%
RWM
317
Rialto Wealth Management
New York
$512 +$142 +7 +44%
PMFA
318
Plante Moran Financial Advisors
Michigan
$423 +$386 +19 New
LI
319
LRI Investments
Florida
$267 +$244 +12 New
DCM
320
Davis Capital Management
Florida
$222 +$203 +10 New
AW
321
Ankerstar Wealth
Texas
$178 +$162 +8 New
GWM
322
Gilpin Wealth Management
Colorado
$156 +$142 +7 New
DF
323
DecisionPoint Financial
Arizona
$136 +$122 +6 New
RWM
324
Raffa Wealth Management
District of Columbia
$133 +$81 +4 +200%
DF
325
Dunhill Financial
United Kingdom
$83 – – –
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13
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