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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$495K +$74.8K +4,083 +18%
BFO
152
Boston Family Office
Massachusetts
$493K -$11.1K -605 -2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$489K -$885K -48,351 -65%
GC
154
Grimes & Company
Massachusetts
$483K +$207K +11,313 +76%
SC
155
Savant Capital
Illinois
$477K +$641 +35 +0.1%
Victory Capital Management
156
Victory Capital Management
Texas
$468K +$55.6K +3,035 +14%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$422K
Financial Engines Advisors
158
Financial Engines Advisors
California
$406K +$403K +22,014 New
GWA
159
Genesis Wealth Advisors
Massachusetts
$391K +$389K +21,234 New
KP
160
Kitching Partners
Pennsylvania
$375K +$2.45K +134 +0.7%
SFA
161
Sequoia Financial Advisors
Ohio
$366K +$79.6K +4,348 +28%
BP
162
Ballentine Partners
Massachusetts
$366K +$8.26K +451 +2%
TPWM
163
Twelve Points Wealth Management
Massachusetts
$353K +$332K +18,154 New
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$346K
Two Sigma Advisers
165
Two Sigma Advisers
New York
$345K -$49.4K -2,700 -13%
MA
166
Mutual Advisors
Nebraska
$341K +$114K +6,200 +50%
SCI
167
S&CO Inc
Massachusetts
$337K
AIP
168
Ameritas Investment Partners
Nebraska
$332K +$28.4K +1,553 +9%
X
169
Xponance
Pennsylvania
$323K +$37.9K +2,069 +13%
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$321K +$27.7K +1,514 +10%
ATPW
171
Ashton Thomas Private Wealth
Arizona
$308K +$16.2K +886 +6%
AWM
172
AE Wealth Management
Kansas
$305K +$60K +3,277 +25%
WPP
173
Whalerock Point Partners
Rhode Island
$299K -$183K -10,000 -38%
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
$293K -$441K -24,100 -60%
MHIC
175
Marble Harbor Investment Counsel
Massachusetts
$292K +$63K +3,439 +28%