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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$498K +$504K +28,874 New
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$491K
KeyBank National Association
128
KeyBank National Association
Ohio
$479K
SC
129
Savant Capital
Illinois
$479K -$7.53K -431 -2%
MLL
130
Moody Lynn & Lieberson
Massachusetts
$477K
BFO
131
Boston Family Office
Massachusetts
$472K -$21K -1,200 -4%
Comerica Bank
132
Comerica Bank
Texas
$463K +$468K +26,817 +62,365%
WJWM
133
Williams Jones Wealth Management
New York
$460K -$8.73K -500 -2%
FWM
134
Finer Wealth Management
Massachusetts
$458K -$28.9K -1,653 -6%
GFA
135
Gallagher Fiduciary Advisors
Illinois
$442K +$72.4K +4,147 +19%
AI
136
Atria Investments
North Carolina
$440K +$69.8K +3,998 +19%
RT
137
Rockland Trust
Massachusetts
$429K -$114K -6,500 -21%
EBT
138
Enterprise Bank & Trust
Massachusetts
$418K +$14K +800 +3%
PA
139
Profund Advisors
Maryland
$376K +$123K +7,032 +48%
GI
140
GAMCO Investors
Connecticut
$371K +$375K +21,500 New
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$364K -$608K -34,824 -62%
DT
142
Diversified Trust
Tennessee
$362K +$22.2K +1,272 +6%
Cerity Partners
143
Cerity Partners
New York
$358K +$38.3K +2,196 +12%
VCA
144
Verdence Capital Advisors
Maryland
$354K +$891 +51 +0.2%
XT
145
XTX Topco
Cayman Islands
$350K +$354K +20,300 New
KP
146
Kitching Partners
Pennsylvania
$341K +$2.27K +130 +0.7%
ORC
147
O'Rourke & Company
Massachusetts
$337K
AIP
148
Ameritas Investment Partners
Nebraska
$337K
IWC
149
Integrated Wealth Concepts
Massachusetts
$332K -$12.2K -701 -4%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$324K