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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
SCI
151
S&CO Inc
Massachusetts
$302K +$292K +18,450 New
SOW
152
State of Wyoming
Wyoming
$300K -$7.34K -464 -2%
RJA
153
Raymond James & Associates
Florida
$287K +$277K +17,522 New
PWLP
154
Prio Wealth Limited Partnership
Massachusetts
$285K +$275K +17,416 New
SPP
155
Single Point Partners
Massachusetts
$282K -$654K -41,334 -28%
KWM
156
Kingsview Wealth Management
Oregon
$256K +$247K +15,611 New
SFA
157
Sequoia Financial Advisors
Ohio
$247K +$933 +59 +0.4%
FT
158
Fiduciary Trust
Massachusetts
$244K +$235K +14,868 New
PA
159
Profund Advisors
Maryland
$242K +$64.3K +4,068 +38%
BP
160
Ballentine Partners
Massachusetts
$240K +$231K +14,634 New
Prudential Financial
161
Prudential Financial
New Jersey
$238K -$5.19M -327,991 -96%
KFS
162
Kurt F. Somerville
$234K +$225K +14,248 New
EWA
163
EP Wealth Advisors
California
$232K +$224K +14,166 New
Principal Financial Group
164
Principal Financial Group
Iowa
$221K -$28.1K -1,775 -12%
RC
165
Roundview Capital
New Jersey
$220K
WSFS
166
Wilmington Savings Fund Society
Delaware
$220K +$212K +13,397 New
PI
167
PFG Investments
New York
$215K +$208K +13,143 New
QCG
168
Quadrant Capital Group
Ohio
$214K +$138K +8,724 +200%
RA
169
Royce & Associates
New York
$212K
CSC
170
Caldwell Sutter Capital
California
$211K -$9.49K -600 -4%
PMFA
171
Plante Moran Financial Advisors
Michigan
$209K +$201K +12,722 New
X
172
Xponance
Pennsylvania
$206K +$199K +12,575 New
TIM
173
Tortoise Investment Management
New York
$205K +$39.2K +2,478 +25%
MHIC
174
Marble Harbor Investment Counsel
Massachusetts
$204K +$196K +12,427 New
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$199K +$192K +12,168 New