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EOS

Eaton Vance Enhance Equity Income Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
101
CGC Financial Services
Oregon
$61.4K
CPG
102
Cornerstone Planning Group
New Jersey
$61K +$1.67K +76 +3%
WTA
103
Washington Trust Advisors
Massachusetts
$60.7K
ACA
104
American Capital Advisory
Idaho
$55.8K
QL
105
Quarry LP
New York
$52.8K +$56.6K +2,582 New
KTC
106
Kentucky Trust Company
Kentucky
$45.5K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$42.2K -$377K -17,190 -89%
EWA
108
EverSource Wealth Advisors
Alabama
$40.9K
PA
109
Parallel Advisors
California
$40.9K +$43.8K +2,000 New
GWM
110
Geneos Wealth Management
Colorado
$36K
BF
111
BOK Financial
Oklahoma
$30.7K
MA
112
MCF Advisors
Kentucky
$29.2K
CB
113
CNB Bank
Pennsylvania
$23.1K
AAG
114
Armstrong Advisory Group
Massachusetts
$21.9K +$482 +22 +2%
FGA
115
Fortis Group Advisors
New Jersey
$20.5K
CHC
116
City Holding Co
West Virginia
$19.6K
UBS AM
117
UBS AM
Illinois
$18.8K +$20.1K +917 New
PWA
118
Physician Wealth Advisors
Utah
$16.8K
AAP
119
Arax Advisory Partners
Colorado
$10.2K
PSB
120
Piscataqua Savings Bank
New Hampshire
$8.38K
JP Morgan Chase
121
JP Morgan Chase
New York
$6.15K -$2.67K -122 -28%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$4.09K +$4.38K +200 New
HWP
123
Highline Wealth Partners
California
$2.56K
MCM
124
MAI Capital Management
Ohio
$2.05K
GAA
125
Global Assets Advisory
Florida
-$1.55M -66,312 Closed