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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$136K -$64.4K -6,422 -33%
EVM
52
Eaton Vance Management
Massachusetts
$129K +$124K +12,400 New
Truist Financial
53
Truist Financial
North Carolina
$116K -$9.86K -983 -8%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$116K +$5.13K +512 +5%
IA
55
Insight Advisors
Pennsylvania
$114K +$110K +10,990 New
NFG
56
Next Financial Group
Texas
$107K +$1.66K +166 +2%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$105K
GWS
58
Glassman Wealth Services
Virginia
$104K +$91K +9,072 +907%
HI
59
Hoey Investments
Pennsylvania
$73K
PA
60
Parallel Advisors
California
$63K -$36.5K -3,639 -38%
PGAM
61
Princeton Global Asset Management
New Jersey
$56K
RG
62
Retirement Group
California
$33K +$32.6K +3,250 New
CFD
63
Creative Financial Designs
Indiana
$32K +$692 +69 +2%
FWM
64
ForthRight Wealth Management
Georgia
$31K +$29.9K +2,978 New
SPIA
65
Steward Partners Investment Advisory
New York
$29K
PWM
66
Perigon Wealth Management
California
$26K +$25.1K +2,500 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$24K -$9.13K -911 -28%
AWA
68
Arkadios Wealth Advisors
Georgia
$21K +$20.9K +2,087 New
APA
69
American Portfolios Advisors
New York
$18.1K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$15K +$15.3K +1,530 New
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$13K +$12.6K +1,261 New
CBT
72
CoreFirst Bank & Trust
Kansas
$12K +$11.3K +1,125 New
CFGS
73
Concourse Financial Group Securities
Alabama
$11K -$481 -48 -4%
OIM
74
Oder Investment Management
California
$10K +$9.48K +946 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$7K