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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
26
Live Oak Private Wealth
North Carolina
$1.96M
Invesco
27
Invesco
Georgia
$1.83M +$398K +19,529 +29%
Ameriprise
28
Ameriprise
Minnesota
$1.48M +$46.9K +2,301 +3%
Truist Financial
29
Truist Financial
North Carolina
$1.43M +$114K +5,566 +9%
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$1.24M +$425K +20,830 +55%
COLIM
31
City of London Investment Management
United Kingdom
$1.07M +$120K +5,880 +13%
Stifel Financial
32
Stifel Financial
Missouri
$999K +$172K +8,427 +22%
MML Investors Services
33
MML Investors Services
Massachusetts
$955K -$7.3K -358 -0.8%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$925K +$34.9K +1,712 +4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$903K +$91.4K +4,482 +12%
FAIM
36
Financial Advocates Investment Management
Washington
$797K +$99.4K +4,874 +37%
FAM
37
Formidable Asset Management
Ohio
$693K -$48.3K -2,366 -7%
Creative Planning
38
Creative Planning
Kansas
$650K +$631K +30,938 New
KPWS
39
Kestra Private Wealth Services
Texas
$630K +$168K +8,223 +38%
HBCM
40
Heron Bay Capital Management
Michigan
$610K -$5.94M -291,185 -91%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$608K +$114K +5,593 +24%
LWM
42
Laidlaw Wealth Management
New York
$594K +$72.2K +3,542 +14%
KWM
43
Kingsview Wealth Management
Oregon
$560K -$22K -1,080 -4%
GLA
44
Good Life Advisors
Pennsylvania
$517K +$2.71K +133 +0.5%
PGWM
45
Parisi Gray Wealth Management
New Jersey
$495K -$204K -9,977 -30%
1WA
46
180 Wealth Advisors
Washington
$466K -$4.81K -236 -1%
QWM
47
QP Wealth Management
New Jersey
$455K
SWP
48
Stratos Wealth Partners
Ohio
$429K +$714 +35 +0.2%
BRWA
49
B. Riley Wealth Advisors
Florida
$406K +$408 +20 +0.1%
HighTower Advisors
50
HighTower Advisors
Illinois
$364K -$105K -5,124 -23%