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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$85.5K -$4.1K -235 -5%
Osaic Holdings
202
Osaic Holdings
Arizona
$57.1K -$22.1K -1,265 -28%
S
203
Sachetta
Massachusetts
$52.7K +$297 +17 +0.6%
LWCFA
204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.1K -$26.1K -1,492 -34%
LC
205
Lindbrook Capital
California
$49.5K -$262 -15 -0.5%
SAM
206
Shell Asset Management
Netherlands
$44K
TCOV
207
Trust Company of Vermont
Vermont
$42.7K
PA
208
Parallel Advisors
California
$42K
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$34K
PP
210
PFS Partners
New Jersey
$33.7K
1IA
211
1620 Investment Advisors
Massachusetts
$33.3K +$33.8K +1,933 New
Nomura Asset Management
212
Nomura Asset Management
Japan
$31.1K
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$28.6K
AF
214
Allworth Financial
California
$26.6K
VSQM
215
V-Square Quantitative Management
Illinois
$25.8K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$19K -$83.4K -4,775 -81%
CT
217
Coastline Trust
Rhode Island
$17.3K
GI
218
GAMMA Investing
California
$16.3K +$7.37K +422 +81%
CYG
219
Clean Yield Group
Vermont
$15.5K
CIAM
220
Caitong International Asset Management
Hong Kong
$15.2K +$15.4K +884 New
SAM
221
Smartleaf Asset Management
Massachusetts
$14.2K +$3.14K +180 +28%
CPA
222
Compass Planning Associates
Massachusetts
$12.9K +$13.1K +750 New
AAP
223
Arax Advisory Partners
Colorado
$10.7K -$1.19K -68 -10%
MSWA
224
Marshall & Sterling Wealth Advisors
New York
$8.64K +$8.75K +501 New
FFA
225
Farther Finance Advisors
California
$7.56K -$1.03K -59 -12%