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icono de EVT

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
USD 764 k +USD 188 k +7,163 +35%
Sowell Financial Services
52
Sowell Financial Services
Arkansas
USD 757 k +USD 14.4 k +550 +2%
True North Advisors
53
True North Advisors
Texas
USD 747 k +USD 709 k +27,000 Nuevas
Baird Financial Group
54
Baird Financial Group
Wisconsin
USD 742 k +USD 26.4 k +1,004 +4%
CWM
55
Cornerstone Wealth Management
Missouri
USD 728 k +USD 20.8 k +791 +3%
Sequoia Financial Advisors
56
Sequoia Financial Advisors
Ohio
USD 715 k +USD 678 k +25,816 Nuevas
XTX Topco
57
XTX Topco
Cayman Islands
USD 709 k +USD 673 k +25,631 Nuevas
Corient Private Wealth
58
Corient Private Wealth
Florida
USD 704 k -USD 44.6 k -1,700 -6%
AQR Capital Management
59
AQR Capital Management
Connecticut
USD 700 k +USD 72.7 k +2,769 +12%
Live Oak Private Wealth
60
Live Oak Private Wealth
North Carolina
USD 681 k – – –
Commons Capital
61
Commons Capital
Massachusetts
USD 665 k +USD 38.6 k +1,469 +7%
Denver Wealth Management
62
Denver Wealth Management
Colorado
USD 664 k -USD 1.16 k -44 -0.2%
Silverlake Wealth Management
63
Silverlake Wealth Management
Vermont
USD 603 k – – –
Shikiar Asset Management
64
Shikiar Asset Management
New York
USD 554 k – – –
Summit Investment Advisory Services
65
Summit Investment Advisory Services
Minnesota
USD 546 k +USD 3.39 k +129 +0.7%
Insigneo Advisory Services
66
Insigneo Advisory Services
Florida
USD 540 k – – –
JGP Wealth Management
67
JGP Wealth Management
Oregon
USD 524 k – – –
Prime Capital Investment Advisors
68
Prime Capital Investment Advisors
Kansas
USD 522 k -USD 16.8 k -639 -3%
Davenport & Co
69
Davenport & Co
Virginia
USD 515 k – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
USD 509 k +USD 57.5 k +2,189 +14%
AlphaCore Capital
71
AlphaCore Capital
California
USD 477 k +USD 8.32 k +317 +2%
Summit Financial
72
Summit Financial
New Jersey
USD 466 k +USD 2.65 k +101 +0.6%
Wealth Alliance Advisory Group
73
Wealth Alliance Advisory Group
Kansas
USD 461 k – – –
Heritage Trust
74
Heritage Trust
Oklahoma
USD 439 k – – –
Advisors Capital Management
75
Advisors Capital Management
New Jersey
USD 422 k +USD 400 k +15,228 Nuevas
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