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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Prosperity Consulting Group
Maryland
$182K +$165K +10,000 New
MWM
202
Mascoma Wealth Management
New Hampshire
$180K
BC
203
Barrett & Company
Rhode Island
$152K
AB
204
Amalgamated Bank
New York
$120K
1IA
205
1620 Investment Advisors
Massachusetts
$119K +$214 +13 +0.2%
KBC Group
206
KBC Group
Belgium
$105K
ASN
207
Advisory Services Network
Georgia
$94.4K +$85.8K +5,200 New
SO
208
STRS Ohio
Ohio
$92.6K
DMKJ
209
David M. Knott Jr
$90.8K
S
210
SignatureFD
Georgia
$87.7K -$3.07K -186 -4%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$67K +$14.1K +856 +30%
GFWA
212
Grey Fox Wealth Advisors
Delaware
$56.7K +$51.5K +3,124 New
Federated Hermes
213
Federated Hermes
Pennsylvania
$49K +$44.6K +2,702 New
S
214
Sachetta
Massachusetts
$47.5K +$330 +20 +0.8%
TCOV
215
Trust Company of Vermont
Vermont
$45K
PA
216
Parallel Advisors
California
$44.2K -$16 -1 -0%
AAP
217
Arax Advisory Partners
Colorado
$43.5K +$38.8K +2,352 +5,004%
AF
218
Allworth Financial
California
$39.7K +$9.63K +584 +36%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.6K -$3.3K -200 -9%
CC
220
Corsicana & Co
Texas
$36.3K +$33K +2,000 New
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$36K
AssetMark Inc
222
AssetMark Inc
California
$35.8K
PP
223
PFS Partners
New Jersey
$35.4K
Nomura Asset Management
224
Nomura Asset Management
Japan
$32.7K
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$31K +$643 +39 +2%