Vault-13

WASHINGTON TR BANCORP INC WASH

COM · Common Stock · CUSIP 940610108

125 institutional holders +6 vs Q1 2024
11,623,93711.6m shares reported held*
68.1% of all shares outstanding*
$318.6mreported value*
14 new 51 added 37 reduced 9 sold out net sold ≈ $274.8k (-10.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 17.1m as of 2024-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.41. Options: 4 managers hold calls ($287.1k notional), 2 hold puts ($189.1k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 151Q4 22: 144Q1 23: 141Q2 23: 132Q3 23: 131Q4 23: 130Q1 24: 119Q2 24: 125125Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022151
Q4 2022144
Q1 2023141
Q2 2023132
Q3 2023131
Q4 2023130
Q1 2024119
Q2 2024125

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 67 bought or addedQ4 22: 56 cut or sold outQ4 22Q1 23: 88 bought or addedQ1 23: 57 cut or sold outQ2 23: 72 bought or addedQ2 23: 69 cut or sold outQ2 23Q3 23: 51 bought or addedQ3 23: 62 cut or sold outQ4 23: 50 bought or addedQ4 23: 67 cut or sold outQ4 23Q1 24: 50 bought or addedQ1 24: 62 cut or sold outQ2 24: 65 bought or addedQ2 24: 46 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226756
Q1 20238857
Q2 20237269
Q3 20235162
Q4 20235067
Q1 20245062
Q2 20246546

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 23 calls: $91.9kQ3 23 puts: $89.5kQ3 23P/C 0.97Q4 23 calls: $534.0kQ4 23 puts: $48.6kQ4 23P/C 0.09Q1 24 calls: $489.2kQ1 24 puts: $158.6kQ1 24P/C 0.32Q2 24 calls: $287.1kQ2 24 puts: $189.1kQ2 24P/C 0.66
Numbers
QuarterCallsPutsP/C
Q3 2023$91.9k$89.5k0.97
Q4 2023$534.0k$48.6k0.09
Q1 2024$489.2k$158.6k0.32
Q2 2024$287.1k$189.1k0.66

Biggest buyers

Siena Capital Partners GP, LLC New +120,049+120.0k
DIMENSIONAL FUND ADVISORS LP Added +59,115+59.1k
Inspire Advisors, LLC New +55,766+55.8k
AMERICAN CENTURY COMPANIES INC Added +40,122+40.1k
RENAISSANCE TECHNOLOGIES LLC Added +39,268+39.3k
GOLDMAN SACHS GROUP INC Added +36,171+36.2k
Raymond James Financial Services Advisors, Inc. New +35,855+35.9k
BUCKINGHAM STRATEGIC WEALTH, LLC New +25,551+25.6k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +23,900+23.9k
JANE STREET GROUP, LLC New +18,734+18.7k

Biggest sellers

MORGAN STANLEY Reduced -302,339-302.3k
Nuveen Asset Management, LLC Reduced -59,693-59.7k
ProShare Advisors LLC Reduced -44,774-44.8k
Empowered Funds, LLC Reduced -36,657-36.7k
State of New Jersey Common Pension Fund D Reduced -35,069-35.1k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -23,488-23.5k
CITADEL ADVISORS LLC Reduced -20,616-20.6k
Man Group plc Reduced -16,611-16.6k
Squarepoint Ops LLC Sold out -15,209-15.2k
STATE STREET CORP Reduced -14,651-14.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $257.7k9.4k shares
CITADEL ADVISORS LLC Reduced $27.4k1.0k shares
SIMPLEX TRADING, LLC New $2.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $189.1k6.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -4.0 pts · filed 2025-04-17 8.0% -4.0 pts 1.5m≈ $56.5m 2025-04-17
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.2% new 998.4k≈ $36.4m 2026-04-30
FMR LLC 13G · institution -1.4 pts · filed 2026-05-06 5.2% -1.4 pts 995.0k≈ $36.3m 2026-05-06

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (3.2%, 2026-07-17; now reported by BlackRock, Inc.), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 4 sellingQ4 22Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—4$4.9k—
Q1 20231$55.0k0——
Q2 20230—0——
Q3 20230—1$21—
Q4 20230—0——
Q1 20240—0——
Q2 20240—1$14.2k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-05-02 RYAN KATHLEEN A EVP and Chief Wealth Mgmt Sold 535 $26.46 $14.2k535 shares -9%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 2,207,2702.2m $60.5m $60.5m 0.00% Reduced -3.1k -3,084
2 FMR LLC 0.00% of their portfolio BOSTON, MA 1,361,0681.4m $37.3m $37.3m 0.00% Added +243 +243
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 951,924951.9k $26.1m $26.1m 0.00% Added +8.0k +8,020
4 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 826,057826.1k $22.6m $22.6m 0.01% Added +59.1k +59,115
5 WASHINGTON TRUST Co 0.60% of their portfolio WESTERLY, RI 601,225601.2k $16.5m $16.5m 0.60% Reduced -855 -855
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 533,071533.1k $14.6m $14.6m 0.00% Reduced -14.7k -14,651
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 413,140413.1k $11.3m $11.3m 0.00% Added +12.5k +12,471
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 374,776374.8k $10.3m $10.3m 0.00% Reduced -6.2k -6,209
9 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 350,270350.3k $9.6m $9.6m 0.03% Added +23.9k +23,900
10 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 282,925282.9k $7.8m $7.8m 0.00% Added +40.1k +40,122
11 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 246,687246.7k $6.8m $6.8m 0.02% Reduced -44.8k -44,774
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 230,684230.7k $6.3m $6.3m 0.00% Reduced -23.5k -23,488
13 THIRD AVENUE MANAGEMENT LLC 0.94% of their portfolio NEW YORK, NY 199,119199.1k $5.5m $5.5m 0.94% Unchanged
14 Drexel Morgan & Co. 0.98% of their portfolio RADNOR, PA 167,123167.1k $4.6m $4.6m 0.98% Unchanged
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 160,141160.1k $4.4m $4.4m 0.00% Reduced -6.5k -6,530
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 154,156154.2k $4.2m $4.2m 0.00% Reduced -302.3k -302,339
17 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 149,354149.4k $4.1m $4.1m 0.00% Added +2.0k +1,996
18 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 136,141136.1k $3.7m $3.7m 0.01% Added +14.9k +14,910
19 Siena Capital Partners GP, LLC 1.08% of their portfolio EVANSTON, IL 120,049120.0k $3.3m $3.3m 1.08% New
20 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 108,668108.7k $3.0m $3.0m 0.01% Added +39.3k +39,268
21 Crestwood Advisors Group, LLC 0.05% of their portfolio BOSTON, MA 95,40395.4k $2.6m $2.6m 0.05% Unchanged
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 90,78790.8k $2.5m $2.5m 0.00% Added +36.2k +36,171
23 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 89,80489.8k $2.5m $2.5m 0.05% Added +17.9k +17,850
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 87,77787.8k $2.4m $2.4m 0.06% Added +3.1k +3,060
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 83,63083.6k $2.3m $2.3m 0.00% Reduced -20.6k -20,616
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 83,41683.4k $2.3m $2.3m 0.00% Added +17.2k +17,158
27 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 73,24973.2k $2.0m $2.0m 0.01% Reduced -35.1k -35,069
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 67,71467.7k $1.9m $1.9m 0.00% Added +5.5k +5,535
29 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 65,20065.2k $1.8m $1.8m 0.00% Added +300 +300
30 Inspire Advisors, LLC 0.20% of their portfolio Meridian, ID 55,76655.8k $1.5m $1.5m 0.20% New
31 NAPATREE CAPITAL LLC 1.22% of their portfolio WESTERLY, RI 54,82054.8k $1.5m $1.5m 1.22% Added +199 +199
32 Man Group plc 0.00% of their portfolio LONDON, X0 52,39952.4k $1.4m $1.4m 0.00% Reduced -16.6k -16,611
33 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 51,84051.8k $1.4m $1.4m 0.00% Added +13.0k +13,006
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,30650.3k $1.4m $1.4m 0.00% Added +9.7k +9,708
35 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 46,51046.5k $1.3m $1.3m 0.00% Reduced -59.7k -59,693
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 44,96045.0k $1.2m $1.2m 0.00% Added +6.9k +6,930
37 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 42,77742.8k $1.1m $1.1m 0.02% Reduced -36.7k -36,657
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 40,79840.8k $1.1m $1.1m 0.00% Added +10.6k +10,584
39 Teton Advisors, Inc. 0.46% of their portfolio Rye, NY 40,41040.4k $1.1m $1.1m 0.46% Unchanged
40 New England Research & Management, Inc. 0.53% of their portfolio CHICAGO, IL 40,17440.2k $1.1m $1.1m 0.53% Reduced -50 -50
41 Linden Thomas Advisory Services, LLC 0.16% of their portfolio Charlotte, NC 37,09137.1k $1.0m $1.0m 0.16% Added +615 +615
42 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 36,80436.8k $1.0m $1.0m 0.00% Reduced -12.3k -12,292
43 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 35,85535.9k $982.8k $982.8k 0.00% New
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 34,42934.4k $943.7k $943.7k 0.02% Added +1.7k +1,726
45 Swiss National Bank 0.00% of their portfolio ZURICH, V8 33,60033.6k $921.0k $921.0k 0.00% Unchanged
46 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 30,81230.8k $844.6k $844.6k 0.00% Reduced -100 -100
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 28,20528.2k $773.1k $773.1k 0.00% Added +618 +618
48 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 27,74227.7k $760.4k $760.4k 0.00% Added +4.4k +4,437
49 BUCKINGHAM STRATEGIC WEALTH, LLC 0.01% of their portfolio CLAYTON, MO 25,55125.6k $700.4k $700.4k 0.01% New
50 BROWN, LISLE/CUMMINGS, INC. 0.21% of their portfolio PROVIDENCE, RI 24,01924.0k $658.4k $658.4k 0.21% Added +5.8k +5,774
51 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,16022.2k $607.0k $607.0k 0.00% Added +2.1k +2,148
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,90720.9k $573.1k $573.1k 0.00% Added +491 +491
53 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 20,39020.4k $558.9k $558.9k 0.00% Added +3.1k +3,120
54 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 20,10020.1k $550.9k $550.9k 0.00% Added +1.1k +1,118
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,73418.7k $513.5k $513.5k 0.00% New
56 Mystic Asset Management, Inc. 0.20% of their portfolio Warwick, RI 18,50118.5k $507.1k $507.1k 0.20% Added +125 +125
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,05518.1k $494.9k $494.9k 0.00% Reduced -11.5k -11,502
58 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.07% of their portfolio WEST HARTFORD, CT 17,55017.6k $481.0k $481.0k 0.07% Unchanged
59 Legal & General Group Plc 0.00% of their portfolio London, X0 16,87916.9k $462.7k $462.7k 0.00% Added +1.2k +1,243
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 16,62816.6k $455.8k $455.8k 0.00% Reduced -387 -387
61 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,79415.8k $432.9k $432.9k 0.00% Reduced -1 -1
62 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 15,66915.7k $429.5k $429.5k 0.00% Added +3.7k +3,687
63 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 14,98615.0k $410.8k $410.8k 0.00% New
64 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,91913.9k $382.0k $382.0k 0.00% Reduced -10.0k -10,011
65 QUADRANT CAPITAL GROUP LLC 0.03% of their portfolio CINCINNATI, OH 13,73013.7k $376.3k $376.3k 0.03% Added +3.3k +3,261
66 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 11,53411.5k $316.1k $316.1k 0.02% Reduced -680 -680
67 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 11,28111.3k $310.0k $310.0k 0.00% Reduced -4.4k -4,391
68 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 10,99311.0k $301.3k $301.3k 0.00% Unchanged
69 Keeley-Teton Advisors, LLC 0.04% of their portfolio Chicago, IL 10,97011.0k $300.7k $300.7k 0.04% Unchanged
70 Coastline Trust Co 0.03% of their portfolio PROVIDENCE, RI 10,89810.9k $298.7k $298.7k 0.03% Unchanged
71 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 9,9109.9k $268.6k $268.6k 0.00% Reduced -4.5k -4,473
72 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,7349.7k $266.8k $266.8k 0.00% Added +974 +974
73 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 9,4969.5k $260.3k $260.3k 0.01% Added +634 +634
74 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 9,4079.4k $257.8k $257.8k 0.00% New
75 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 9,3339.3k $255.8k $255.8k 0.00% Reduced -282 -282
76 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 9,1129.1k $249.8k $249.8k 0.00% First filing
77 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,7888.8k $240.9k $240.9k 0.00% Reduced -772 -772
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,6528.7k $237.1k $237.1k 0.00% Added +938 +938
79 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 8,4778.5k $232.0k $232.0k 0.00% New
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,2308.2k $225.6k $225.6k 0.00% New
81 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 8,1358.1k $223.0k $223.0k 0.00% First filing
82 Shepherd Financial Partners LLC 0.03% of their portfolio WINCHESTER, MA 8,0428.0k $220.4k $220.4k 0.03% Added +297 +297
83 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 7,9878.0k $218.9k $218.9k 0.00% Reduced -6 -6
84 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 7,6947.7k $210.9k $210.9k 0.01% New
85 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 7,5627.6k $206.9k $206.9k 0.00% Reduced -86 -86
86 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,3797.4k $202.0k $202.0k 0.00% Added +2.6k +2,556
87 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio DENVER, CO 6,8536.9k $188.0k $188.0k 0.00% Reduced -2.1k -2,145
88 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,8436.8k $187.6k $187.6k 0.00% Reduced -1 -1
89 Ransom Advisory, Ltd 0.08% of their portfolio PROVIDENCE, RI 6,0506.0k $165.8k $165.8k 0.08% Unchanged
90 Riggs Asset Managment Co. Inc. 0.04% of their portfolio DALLAS, PA 5,4255.4k $148.7k $148.7k 0.04% Reduced -75 -75
91 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 4,6074.6k $126.3k $126.3k 0.00% Unchanged
92 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 3,9674.0k $108.7k $108.7k 0.00% Reduced -395 -395
93 BARRETT & COMPANY, INC. 0.05% of their portfolio PROVIDENCE, RI 3,9073.9k $107.1k $107.1k 0.05% Reduced -88 -88
94 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,1813.2k $87.2k $87.2k 0.00% Added +2 +2
95 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3,1563.2k $86.5k $86.5k 0.00% Added +3.0k +2,968
96 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1463.1k $86.0k $86.0k 0.00% Added +725 +725
97 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,9663.0k $81.3k $81.3k 0.00% Added +2.4k +2,443
98 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,9121.9k $52.0k $52.0k 0.00% Reduced -14 -14
99 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6691.7k $45.7k $45.7k 0.00% Unchanged
100 BALDWIN WEALTH PARTNERS LLC/MA 0.00% of their portfolio Marion, MA 1,6591.7k $45.5k $45.5k 0.00% Unchanged