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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$11K +$11.3K +566 New
TWA
202
TCI Wealth Advisors
Arizona
$8K +$2.72K +136 +51%
MCM
203
Manchester Capital Management
Vermont
$6K +$3.1K +155 +106%
SWM
204
Sugarloaf Wealth Management
Georgia
$5K +$20 +1 +0.5%
BIA
205
Bell Investment Advisors
California
$5K +$4.32K +216 +415%
PA
206
Parallel Advisors
California
$4K +$2.72K +136 +234%
Bessemer Group
207
Bessemer Group
New Jersey
$4K +$3.66K +183 New
GRP
208
Global Retirement Partners
California
$2K
RCM
209
Raleigh Capital Management
North Carolina
$2K +$1.84K +92 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$2K +$2.12K +106 New
HNB
211
Huntington National Bank
Ohio
$1K -$100 -5 -7%
S
212
SignatureFD
Georgia
$1K
JWA
213
JFS Wealth Advisors
Pennsylvania
$1K +$380 +19 +83%
SC
214
Schubert & Co
Texas
$1K +$500 +25 +93%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K +$520 +26 New
AI
216
Atom Investors
Texas
-$1.03M -55,779 Closed
PRC
217
Pearl River Capital
Michigan
-$202K -10,927 Closed
JMFC
218
J.M. Forbes & Co
Massachusetts
-$194K -10,500 Closed
Truist Financial
219
Truist Financial
North Carolina
-$188K -10,153 Closed
Group One Trading
220
Group One Trading
Illinois
-$64K -3,198 Closed
1IA
221
1834 Investment Advisors
Wisconsin
-$40K -2,165 Closed
COCM
222
Charter Oak Capital Management
New Hampshire
-$10K -538 Closed
AIP
223
Ahrens Investment Partners
Louisiana
-$7K -400 Closed
FHA
224
First Horizon Advisors
Tennessee
-$5K -261 Closed
DI
225
Disciplined Investments
Oklahoma
+$80 +4 +33%