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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.75M +$256K +11,921 +17%
HBCM
27
Heron Bay Capital Management
Michigan
$1.69M +$1.08M +50,156 +173%
Truist Financial
28
Truist Financial
North Carolina
$1.42M -$31.5K -1,462 -2%
WWMSC
29
Wagner Wealth Management (South Carolina)
South Carolina
$1.32M +$13.1K +607 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.19M +$280K +13,026 +30%
Stifel Financial
31
Stifel Financial
Missouri
$1.04M +$24.6K +1,142 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$968K +$473 +22 +0%
COLIM
33
City of London Investment Management
United Kingdom
$949K -$138K -6,436 -13%
Creative Planning
34
Creative Planning
Kansas
$770K +$112K +5,228 +17%
FAM
35
Formidable Asset Management
Ohio
$688K -$19.9K -925 -3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$676K +$60.6K +2,819 +10%
KPWS
37
Kestra Private Wealth Services
Texas
$665K +$27.5K +1,279 +4%
HF
38
HRT Financial
New York
$613K +$620K +28,807 New
LWM
39
Laidlaw Wealth Management
New York
$602K +$559 +26 +0.1%
KWM
40
Kingsview Wealth Management
Oregon
$568K
MGAM
41
McGowan Group Asset Management
Texas
$538K +$186K +8,656 +52%
1W
42
1776 Wealth
Georgia
$531K +$537K +24,974 New
GLA
43
Good Life Advisors
Pennsylvania
$525K +$1.14K +53 +0.2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$523K -$418K -19,434 -44%
SWP
45
Stratos Wealth Partners
Ohio
$478K +$43.7K +2,030 +10%
1WA
46
180 Wealth Advisors
Washington
$468K -$8.88K -413 -2%
QWM
47
QP Wealth Management
New Jersey
$461K
PGWM
48
Parisi Gray Wealth Management
New Jersey
$459K -$42.4K -1,973 -8%
BRWA
49
B. Riley Wealth Advisors
Florida
$451K +$40.3K +1,874 +10%
WIA
50
World Investment Advisors
California
$418K +$423K +19,650 New