We are live on ! Find out more
EBC icon

Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
126
Single Point Partners
Massachusetts
$620K -$48K -2,475 -7%
CAG
127
Csenge Advisory Group
Florida
$589K +$24.2K +1,247 +4%
CWM
128
Cabot Wealth Management
Massachusetts
$581K -$38.8K -2,000 -6%
SW
129
SVB Wealth
Massachusetts
$528K +$89.2K +4,600 +19%
ACM
130
AlphaCrest Capital Management
New York
$502K +$527K +27,207 New
EGM
131
Engineers Gate Manager
New York
$498K +$522K +26,951 New
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$491K -$148K -7,610 -22%
TFA
133
Toth Financial Advisory
Virginia
$489K +$514K +26,500 New
DT
134
Diversified Trust
Tennessee
$486K
FWM
135
Finer Wealth Management
Massachusetts
$480K +$2.67K +138 +0.5%
SW
136
SteelPeak Wealth
California
$462K
BTW
137
Boston Trust Walden
Massachusetts
$461K
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$459K +$51.1K +2,636 +12%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$446K
AAM
140
Aureus Asset Management
Massachusetts
$432K -$207K -10,700 -31%
MLL
141
Moody Lynn & Lieberson
Massachusetts
$412K -$543 -28 -0.1%
HighTower Advisors
142
HighTower Advisors
Illinois
$402K +$42.1K +2,172 +11%
AB
143
Amalgamated Bank
New York
$395K -$19K -981 -4%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$378K -$56.1K -2,894 -12%
BFS
145
Bickling Financial Services
Massachusetts
$369K
NIM
146
Northeast Investment Management
Massachusetts
$369K
Osaic Holdings
147
Osaic Holdings
Arizona
$368K -$136K -6,993 -26%
Citigroup
148
Citigroup
New York
$350K +$70.1K +3,614 +24%
LPL Financial
149
LPL Financial
California
$349K +$62K +3,196 +20%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$347K +$45.9K +2,369 +14%