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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
126
Principal Financial Group
Iowa
$442K +$25.3K +1,193 +6%
Creative Planning
127
Creative Planning
Kansas
$426K -$904K -42,644 -67%
BFS
128
Bickling Financial Services
Massachusetts
$411K
SW
129
SVB Wealth
Massachusetts
$411K +$106K +5,000 +33%
NIM
130
Northeast Investment Management
Massachusetts
$411K +$424K +20,000 New
TEE
131
Tibra Equities Europe
United Kingdom
$383K +$394K +18,600 New
SWA
132
Stratos Wealth Advisors
Ohio
$371K +$103K +4,840 +37%
SM
133
Sciencast Management
New Jersey
$370K +$402K +18,979 New
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$354K
ACH
135
ArrowMark Colorado Holdings
Colorado
$341K
Prudential Financial
136
Prudential Financial
New Jersey
$329K -$1.97K -93 -0.6%
HighTower Advisors
137
HighTower Advisors
Illinois
$328K +$53.5K +2,524 +19%
RC
138
Roundview Capital
New Jersey
$320K
PPA
139
Parametric Portfolio Associates
Washington
$320K +$329K +15,542 New
SAM
140
Shell Asset Management
Netherlands
$313K +$323K +15,229 New
MAM
141
Martingale Asset Management
Massachusetts
$311K +$320K +15,108 New
ZCA
142
Zeke Capital Advisors
Pennsylvania
$309K
JMPWA
143
JP Morgan Private Wealth Advisors
California
$309K +$106K +5,000 +50%
LPL Financial
144
LPL Financial
California
$302K -$5.51K -260 -2%
BWP
145
Baldwin Wealth Partners
Massachusetts
$288K
AIP
146
Ameritas Investment Partners
Nebraska
$286K
GCP
147
GSA Capital Partners
United Kingdom
$270K +$278K +13,132 New
YIH
148
Y-Intercept (HK)
Hong Kong
$266K +$274K +12,951 New
PHK
149
Point72 Hong Kong
Hong Kong
$257K +$265K +12,483 New
PAMU
150
Pictet Asset Management (UK)
United Kingdom
$243K +$251K +11,826 New