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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accurate Wealth Management
Florida
$1.25K +$1.36K +71 New
HNB
202
Huntington National Bank
Ohio
$1.05K -$191 -10 -14%
PA
203
Parallel Advisors
California
$1K -$2.6K -136 -70%
ASN
204
Advisory Services Network
Georgia
$707 +$784 +41 New
SC
205
Schubert & Co
Texas
$690 -$230 -12 -23%
HCP
206
Hexagon Capital Partners
Arkansas
$690 +$363 +19 +90%
JWA
207
JFS Wealth Advisors
Pennsylvania
$656 -$77 -4 -10%
SIC
208
SJS Investment Consulting
Ohio
$328 +$134 +7 +58%
DI
209
Disciplined Investments
Oklahoma
$224 -$57 -3 -19%
LC
210
Lindbrook Capital
California
$207 -$57 -3 -20%
FFA
211
Farther Finance Advisors
California
$190 +$210 +11 New
SVCP
212
Silicon Valley Capital Partners
California
$55 +$57 +3 New
Lord, Abbett & Co
213
Lord, Abbett & Co
New Jersey
-$10.2M -518,919 Closed
MPAM
214
Monarch Partners Asset Management
Massachusetts
-$3.5M -177,972 Closed
HF
215
HRT Financial
New York
-$3.22M -163,922 Closed
GCM
216
Graham Capital Management
Connecticut
-$2.1M -106,836 Closed
OQS
217
Occudo Quantitative Strategies
Florida
-$1.68M -85,627 Closed
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
-$1.3M -66,307 Closed
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
-$1.16M -59,251 Closed
ACM
220
AlphaCrest Capital Management
New York
-$1M -51,088 Closed
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
-$764K -38,900 Closed
TFA
222
Toth Financial Advisory
Virginia
-$736K -37,500 Closed
SW
223
SteelPeak Wealth
California
-$492K -25,050 Closed
Verition Fund Management
224
Verition Fund Management
Connecticut
-$473K -24,107 Closed
MLL
225
Moody Lynn & Lieberson
Massachusetts
-$438K -22,302 Closed