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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Adapt Wealth Advisors
Georgia
$474K -$546K -24,363 -51%
PVM
52
Palogic Value Management
Texas
$473K
WWA
53
WCG Wealth Advisors
Nevada
$447K
KWM
54
Kingsview Wealth Management
Oregon
$438K -$9.84K -439 -2%
Truist Financial
55
Truist Financial
North Carolina
$408K +$516 +23 +0.1%
DWM
56
Denver Wealth Management
Colorado
$398K +$47K +2,095 +12%
Invesco
57
Invesco
Georgia
$388K -$543K -24,235 -56%
XT
58
XTX Topco
Cayman Islands
$387K +$432K +19,243 New
1WA
59
180 Wealth Advisors
Washington
$378K -$4.73K -211 -1%
AC
60
AlphaCore Capital
California
$374K -$5.11K -228 -1%
APP
61
Avantax Planning Partners
Iowa
$368K +$59.4K +2,648 +17%
FAM
62
Formidable Asset Management
Ohio
$363K -$5.22K -233 -1%
COLIM
63
City of London Investment Management
United Kingdom
$358K +$399K +17,811 New
AA
64
Advisory Advocates
Michigan
$352K
Creative Planning
65
Creative Planning
Kansas
$343K +$182K +8,107 +91%
ZCP
66
Z3 Capital Partners
Virginia
$335K -$11.8K -525 -3%
CL
67
Choreo LLC
Illinois
$324K
NAS
68
NWF Advisory Services
California
$311K
CAM
69
Cresset Asset Management
Illinois
$277K -$229K -10,228 -43%
SWM
70
Silverlake Wealth Management
Vermont
$277K
LSC
71
Logan Stone Capital
Illinois
$271K +$302K +13,473 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$268K
DWM
73
Dakota Wealth Management
Florida
$267K +$26.3K +1,175 +10%
UAG
74
United Advisor Group
Ohio
$239K +$40.8K +1,819 +18%
CB
75
Commerce Bank
Missouri
$226K