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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
176
Allspring Global Investments
North Carolina
$382K +$39.4K +1,975 +11%
BIG
177
Brooklyn Investment Group
New York
$381K +$389K +19,504 New
AWM
178
AE Wealth Management
Kansas
$373K +$50.2K +2,514 +15%
ATPW
179
Ashton Thomas Private Wealth
Arizona
$371K +$45.4K +2,274 +14%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$368K
SCI
181
S&CO Inc
Massachusetts
$358K
Raymond James Financial
182
Raymond James Financial
Florida
$355K +$103K +5,157 +40%
TPWM
183
Twelve Points Wealth Management
Massachusetts
$352K -$2.75K -138 -0.8%
AIP
184
Ameritas Investment Partners
Nebraska
$352K
CCIA
185
Campbell & Co Investment Adviser
Maryland
$325K +$331K +16,602 New
WPP
186
Whalerock Point Partners
Rhode Island
$318K
HIM
187
Hillsdale Investment Management
Ontario, Canada
$317K +$324K +16,230 New
SFA
188
Sequoia Financial Advisors
Ohio
$316K -$74K -3,711 -19%
Ensign Peak Advisors
189
Ensign Peak Advisors
Utah
$311K
MHIC
190
Marble Harbor Investment Counsel
Massachusetts
$310K
KWM
191
Kingsview Wealth Management
Oregon
$305K -$20 -1 -0%
Vanguard Personalized Indexing Management
192
Vanguard Personalized Indexing Management
California
$304K +$69K +3,459 +29%
PAG
193
Private Advisor Group
New Jersey
$287K +$293K +14,682 New
MFA
194
Mayflower Financial Advisors
Massachusetts
$284K +$200 +10 +0.1%
KFS
195
Kurt F. Somerville
$279K
PE
196
PCM Encore
Colorado
$275K -$718 -36 -0.3%
EWA
197
EP Wealth Advisors
California
$274K +$25K +1,253 +10%
SPP
198
Single Point Partners
Massachusetts
$273K +$2K +100 +0.7%
SLAM
199
Swiss Life Asset Management
$269K +$274K +13,751 New
PI
200
PFG Investments
New York
$268K +$1.5K +75 +0.6%