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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$410K +$14.3K +1,295 +3%
CBA
27
Coastal Bridge Advisors
Connecticut
$373K +$397K +35,959 New
EM
28
ELCO Management
New York
$366K +$1.13K +102 +0.3%
SWM
29
Spire Wealth Management
Virginia
$343K +$3.73K +338 +1%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$331K
TCA
31
Transcend Capital Advisors
New Jersey
$327K
SPC
32
Sigma Planning Corp
Michigan
$277K -$5.47K -495 -2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$274K +$55.8K +5,056 +25%
OIA
34
OneDigital Investment Advisors
Kansas
$270K +$6.28K +569 +2%
SP
35
Successful Portfolios
Florida
$234K
OFG
36
OTA Financial Group
New York
$224K +$232K +20,996 New
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$219K
NA
38
NewEdge Advisors
Louisiana
$219K +$227K +20,512 New
PWA
39
Primoris Wealth Advisors
Florida
$219K +$227K +20,550 New
US Bancorp
40
US Bancorp
Minnesota
$209K
WE
41
Wealth Effects
Massachusetts
$204K +$210K +19,042 New
AAS
42
Ameritas Advisory Services
Nebraska
$201K +$208K +18,798 New
Truist Financial
43
Truist Financial
North Carolina
$196K +$7.73K +700 +4%
RG
44
Retirement Group
California
$190K +$353 +32 +0.2%
TWM
45
Titus Wealth Management
California
$177K -$254K -23,000 -58%
XF
46
XML Financial
Maryland
$167K
BS
47
Boenning & Scattergood
Pennsylvania
$167K +$3.7K +335 +2%
SWP
48
Stratos Wealth Partners
Ohio
$164K
AIP
49
Ahrens Investment Partners
Louisiana
$163K -$885K -80,174 -84%
CPC
50
Congress Park Capital
New York
$160K