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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Aureus Asset Management
Massachusetts
$914K
SEI Investments
102
SEI Investments
Pennsylvania
$870K
CC
103
Cannell & Co
New York
$853K
IWC
104
Integrated Wealth Concepts
Massachusetts
$812K +$765K +40,000 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$796K +$257K +13,445 +52%
KeyBank National Association
106
KeyBank National Association
Ohio
$751K
CWM
107
Cabot Wealth Management
Massachusetts
$721K
Verition Fund Management
108
Verition Fund Management
Connecticut
$634K +$69.1K +3,611 +13%
Osaic Holdings
109
Osaic Holdings
Arizona
$583K +$113K +5,883 +26%
Citigroup
110
Citigroup
New York
$557K -$1.59M -82,955 -75%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$539K +$91.3K +4,773 +22%
SW
112
SteelPeak Wealth
California
$509K -$956K -49,950 -67%
BTW
113
Boston Trust Walden
Massachusetts
$507K
Two Sigma Advisers
114
Two Sigma Advisers
New York
$497K +$469K +24,500 New
AB
115
Amalgamated Bank
New York
$491K -$32.6K -1,706 -7%
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$486K +$459K +23,965 New
ProShare Advisors
117
ProShare Advisors
Maryland
$447K -$432K -22,552 -51%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$434K -$65.2K -3,409 -14%
BFS
119
Bickling Financial Services
Massachusetts
$406K
NIM
120
Northeast Investment Management
Massachusetts
$406K
SW
121
SVB Wealth
Massachusetts
$406K
SSA
122
Schonfeld Strategic Advisors
New York
$392K -$183K -9,540 -33%
Principal Financial Group
123
Principal Financial Group
Iowa
$387K -$45.7K -2,390 -11%
BWM
124
Baystate Wealth Management
Massachusetts
$380K +$277K +14,501 +346%
TC
125
TwinBeech Capital
New York
$379K +$357K +18,679 New