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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$475K +$378K +23,918 +475%
BFO
127
Boston Family Office
Massachusetts
$468K +$452K +28,581 New
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$467K +$137K +8,678 +44%
SC
129
Savant Capital
Illinois
$462K +$446K +28,199 New
FWM
130
Finer Wealth Management
Massachusetts
$462K +$1.55K +98 +0.3%
KeyBank National Association
131
KeyBank National Association
Ohio
$455K +$92K +5,821 +26%
MLL
132
Moody Lynn & Lieberson
Massachusetts
$454K +$438K +27,673 New
WJWM
133
Williams Jones Wealth Management
New York
$445K +$429K +27,140 New
FLPIM
134
F.L. Putnam Investment Management
Massachusetts
$428K +$413K +26,134 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$403K +$109K +6,902 +39%
EBT
136
Enterprise Bank & Trust
Massachusetts
$384K +$371K +23,434 New
TSS
137
Two Sigma Securities
New York
$363K +$350K +22,122 New
AI
138
Atria Investments
North Carolina
$352K +$57.5K +3,634 +20%
GFA
139
Gallagher Fiduciary Advisors
Illinois
$352K +$82.4K +5,212 +32%
VCA
140
Verdence Capital Advisors
Maryland
$336K +$17K +1,075 +6%
IWC
141
Integrated Wealth Concepts
Massachusetts
$327K -$298K -18,827 -49%
DT
142
Diversified Trust
Tennessee
$323K +$34.8K +2,204 +13%
KP
143
Kitching Partners
Pennsylvania
$322K +$310K +19,624 New
TRCT
144
Tower Research Capital (TRC)
New York
$321K -$390K -24,635 -56%
ORC
145
O'Rourke & Company
Massachusetts
$321K -$94K -5,945 -23%
AIP
146
Ameritas Investment Partners
Nebraska
$320K +$68.3K +4,321 +28%
FC
147
FORA Capital
Florida
$314K +$303K +19,154 New
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$308K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$305K +$294K +18,623 New
Cerity Partners
150
Cerity Partners
New York
$305K +$294K +18,595 New