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EOS

Eaton Vance Enhance Equity Income Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
26
OTA Financial Group
New York
$861K +$870K +52,511 New
AWG
27
Altus Wealth Group
Colorado
$716K +$398 +24 +0.1%
KIM
28
Karpus Investment Management
New York
$709K +$716K +43,207 New
PAG
29
Private Advisor Group
New Jersey
$696K -$38.9K -2,347 -5%
TGAM
30
TBH Global Asset Management
Tennessee
$677K
Corient Private Wealth
31
Corient Private Wealth
Florida
$639K +$646K +38,983 New
GAA
32
Global Assets Advisory
Florida
$595K +$55.3K +3,336 +10%
CFGS
33
Concourse Financial Group Securities
Alabama
$533K +$97.8K +5,900 +22%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$504K -$23.7K -1,431 -4%
BCM
35
Bluefin Capital Management
New York
$489K
LCM
36
Landscape Capital Management
New Jersey
$455K +$460K +27,740 New
IAIM
37
International Assets Investment Management
Florida
$453K +$459K +27,701 New
AAS
38
Ameritas Advisory Services
Nebraska
$450K -$337K -20,370 -43%
SWM
39
Spire Wealth Management
Virginia
$435K +$33.3K +2,010 +8%
SWP
40
Semus Wealth Partners
Florida
$424K -$15.7K -945 -4%
WE
41
Wealth Effects
Massachusetts
$420K +$762 +46 +0.2%
AWS
42
Atria Wealth Solutions
New York
$403K -$45.8K -2,764 -10%
FIA
43
Foundations Investment Advisors
Arizona
$398K -$2.34K -141 -0.6%
OC
44
Oppenheimer & Co
New York
$359K -$11.7K -708 -3%
NA
45
NewEdge Advisors
Louisiana
$340K -$16.4K -989 -4%
SPIA
46
Steward Partners Investment Advisory
New York
$332K +$4.14K +250 +1%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$308K -$39.2K -2,365 -11%
FAM
48
Formidable Asset Management
Ohio
$303K
UB
49
UMB Bank
Missouri
$298K
Neuberger Berman Group
50
Neuberger Berman Group
New York
$289K -$16.6K -1,000 -5%