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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$421K -$26.8K -1,992 -6%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$417K +$92.2K +6,856 +26%
IWC
103
Integrated Wealth Concepts
Massachusetts
$402K -$67.3K -5,000 -13%
FWM
104
Finer Wealth Management
Massachusetts
$396K +$2.53K +188 +0.6%
PI
105
Putnam Investments
Massachusetts
$374K -$3.42K -254 -0.8%
SPP
106
Single Point Partners
Massachusetts
$366K -$53.8K -4,000 -3%
Handelsbanken Fonder
107
Handelsbanken Fonder
Sweden
$362K
FIA
108
FNY Investment Advisers
New York
$310K +$333K +24,780 New
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$303K
Principal Financial Group
110
Principal Financial Group
Iowa
$288K +$86.9K +6,460 +39%
BCM
111
BHZ Capital Management
California
$265K -$1.75M -129,927 -86%
KeyBank National Association
112
KeyBank National Association
Ohio
$254K
ProShare Advisors
113
ProShare Advisors
Maryland
$253K -$323 -24 -0.1%
CWM
114
Cabot Wealth Management
Massachusetts
$250K
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$248K +$266K +19,788 New
RT
116
Rockland Trust
Massachusetts
$248K +$7.06K +525 +3%
VCA
117
Verdence Capital Advisors
Maryland
$243K +$64.5K +4,792 +33%
SSA
118
Schonfeld Strategic Advisors
New York
$240K +$257K +19,113 New
JF
119
Jump Financial
Illinois
$220K +$236K +17,518 New
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$216K +$2.14K +159 +0.9%
HighTower Advisors
121
HighTower Advisors
Illinois
$207K +$11.9K +886 +6%
AIP
122
Ameritas Investment Partners
Nebraska
$193K +$35K +2,602 +20%
EI
123
Ethic Inc
New York
$191K +$205K +15,257 New
SFA
124
Sequoia Financial Advisors
Ohio
$191K +$3.26K +242 +2%
AB
125
Amalgamated Bank
New York
$190K