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EOI

Eaton Vance Enhanced Equity Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$990K +$145K +6,966 +17%
DADC
27
D.A. Davidson & Co
Montana
$964K +$125 +6 +0%
Stifel Financial
28
Stifel Financial
Missouri
$944K +$59.9K +2,882 +7%
IAIM
29
International Assets Investment Management
Florida
$888K +$889K +42,800 New
HighTower Advisors
30
HighTower Advisors
Illinois
$806K +$3.22K +155 +0.4%
GPA
31
Guerra Pan Advisors
New Jersey
$752K +$25.9K +1,245 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$689K +$5.2K +250 +0.8%
SA
33
Sanctuary Advisors
Indiana
$677K -$93.7K -4,508 -12%
BRWA
34
B. Riley Wealth Advisors
Florida
$569K +$33.8K +1,625 +6%
AFG
35
Atomi Financial Group
New York
$481K +$27.2K +1,307 +6%
SFS
36
Shaker Financial Services
Virginia
$461K -$188K -9,033 -29%
BKA
37
Brick & Kyle Associates
Pennsylvania
$461K +$312 +15 +0.1%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$445K +$1.91K +92 +0.4%
P
39
&Partners
Tennessee
$341K +$341K +16,421 New
CC
40
Commons Capital
Massachusetts
$297K +$29.2K +1,404 +11%
AWS
41
Atria Wealth Solutions
New York
$291K -$7.4K -356 -2%
WPW
42
Warther Private Wealth
Ohio
$285K
EAM
43
Everstar Asset Management
North Carolina
$277K -$22.9K -1,103 -8%
BMCM
44
Bryn Mawr Capital Management
Pennsylvania
$260K
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$252K +$291 +14 +0.1%
SWA
46
Stratos Wealth Advisors
Ohio
$247K +$2.74K +132 +1%
SWP
47
Stratos Wealth Partners
Ohio
$246K -$8.75K -421 -3%
IC
48
IEQ Capital
California
$228K -$12.5K -600 -5%
SWM
49
Stockman Wealth Management
Montana
$228K
Mariner
50
Mariner
Kansas
$224K -$23.8K -1,147 -10%