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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Pointe Capital Management
Michigan
$530K +$1.75K +226 +0.3%
SWP
27
Semus Wealth Partners
Florida
$490K -$6.6K -851 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$465K -$7.81K -1,008 -2%
UBS Group
29
UBS Group
Switzerland
$443K +$100K +12,946 +30%
CF
30
Centaurus Financial
California
$421K +$10.6K +1,367 +3%
NA
31
NewEdge Advisors
Louisiana
$417K +$53.1K +6,850 +15%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$395K +$1.08K +140 +0.3%
Stifel Financial
33
Stifel Financial
Missouri
$374K
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$324K -$69.8K -9,000 -18%
EM
35
ELCO Management
New York
$299K -$2.71K -350 -0.9%
SP
36
Stonebrook Private
Michigan
$282K +$278K +35,918 New
FAM
37
Formidable Asset Management
Ohio
$256K -$11.5K -1,483 -4%
SWA
38
Stratos Wealth Advisors
Ohio
$252K
CAN
39
Cetera Advisor Networks
California
$248K +$34.9K +4,500 +17%
TCA
40
Transcend Capital Advisors
New Jersey
$240K
SAG
41
SageView Advisory Group
California
$240K -$11.2K -1,439 -5%
NS
42
NBC Securities
Alabama
$235K +$17.4K +2,239 +8%
SP
43
Successful Portfolios
Florida
$216K -$178 -23 -0.1%
SSC
44
Syverson Strege & Co
Iowa
$203K
PWA
45
Primoris Wealth Advisors
Florida
$174K +$558 +72 +0.3%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$160K
PS
47
Principal Securities
Iowa
$148K +$146K +18,853 New
WE
48
Wealth Effects
Massachusetts
$148K -$2.73K -352 -2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$137K +$136K +17,507 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$134K -$822 -106 -0.6%