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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
26
Parisi Gray Wealth Management
New Jersey
$737K -$143K -8,776 -12%
MML Investors Services
27
MML Investors Services
Massachusetts
$618K +$96.7K +5,923 +13%
FAM
28
Formidable Asset Management
Ohio
$436K +$596K +36,483 New
SG
29
StoneX Group
New York
$424K +$269K +16,462 +87%
AGM
30
Alpine Global Management
New York
$413K +$564K +34,525 New
Lido Advisors
31
Lido Advisors
California
$388K +$63.7K +3,898 +14%
KWM
32
Kingsview Wealth Management
Oregon
$386K +$527K +32,278 New
AAP
33
Arax Advisory Partners
Colorado
$371K +$506K +31,007 New
Stifel Financial
34
Stifel Financial
Missouri
$342K -$202K -12,397 -30%
WAM
35
Wolverine Asset Management
Illinois
$306K +$419K +25,656 New
HighTower Advisors
36
HighTower Advisors
Illinois
$288K -$21.3K -1,307 -5%
QWM
37
QP Wealth Management
New Jersey
$281K -$17.1K -1,050 -4%
GLA
38
Good Life Advisors
Pennsylvania
$272K +$12.7K +775 +4%
SWP
39
Stratos Wealth Partners
Ohio
$251K +$4.98K +305 +1%
1WA
40
180 Wealth Advisors
Washington
$249K +$37.6K +2,303 +12%
COLIM
41
City of London Investment Management
United Kingdom
$238K -$789K -48,320 -71%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$233K +$88.8K +5,440 +39%
Edgewood Management
43
Edgewood Management
Connecticut
$203K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$203K +$60.6K +3,712 +28%
AA
45
AQR Arbitrage
Connecticut
$193K +$264K +16,172 New
SFPG
46
Stonebridge Financial Planning Group
Florida
$186K +$882 +54 +0.4%
AWA
47
Acorn Wealth Advisors
Michigan
$181K -$2.33K -143 -0.9%
IWM
48
IHT Wealth Management
Illinois
$172K -$21.2K -1,300 -8%
William Blair & Company
49
William Blair & Company
Illinois
$167K +$52.3K +3,200 +30%
SCA
50
Snowden Capital Advisors
New York
$163K +$2.63K +161 +1%