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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
176
Principal Financial Group
Iowa
$249K -$2.85M -172,736 -93%
SCM
177
Sterling Capital Management
North Carolina
$247K +$137K +8,311 +156%
AWM
178
AE Wealth Management
Kansas
$241K -$1.55K -94 -0.7%
PI
179
PFG Investments
New York
$232K +$429 +26 +0.2%
Vanguard Personalized Indexing Management
180
Vanguard Personalized Indexing Management
California
$232K +$211K +12,786 New
Raymond James Financial
181
Raymond James Financial
Florida
$232K +$3.3K +200 +2%
BCI
182
Brinker Capital Investments
Pennsylvania
$228K -$8.74K -530 -4%
TIM
183
Tortoise Investment Management
New York
$226K
MA
184
Mutual Advisors
Nebraska
$226K +$203K +12,298 New
MHIC
185
Marble Harbor Investment Counsel
Massachusetts
$226K
JF
186
Jump Financial
Illinois
$222K +$201K +12,213 New
Mackenzie Financial
187
Mackenzie Financial
Ontario, Canada
$221K
TRCT
188
Tower Research Capital (TRC)
New York
$208K -$149K -9,056 -44%
MFA
189
Mayflower Financial Advisors
Massachusetts
$208K +$189K +11,433 New
LNB
190
Ledyard National Bank
$207K
QCG
191
Quadrant Capital Group
Ohio
$199K -$214 -13 -0.1%
CSC
192
Caldwell Sutter Capital
California
$198K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$194K +$5.66K +343 +3%
CIA
194
Choate Investment Advisors
Massachusetts
$192K
SC
195
SummitTX Capital
Texas
$190K -$66.8K -4,049 -28%
RC
196
Roundview Capital
New Jersey
$187K
PA
197
Profund Advisors
Maryland
$184K -$13.6K -825 -8%
WT
198
Whittier Trust
California
$182K
FNBT
199
FineMark National Bank & Trust
Florida
$182K
PWMA
200
Pension & Wealth Management Advisors
Massachusetts
$182K