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EVG

Eaton Vance Short Duration Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$285K +$287K +20,349 New
ZA
27
Zazove Associates
Nevada
$261K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$249K -$13.4K -953 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$245K +$9.63K +684 +4%
RJA
30
Raymond James & Associates
Florida
$233K +$2.35K +167 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$166K
Citigroup
32
Citigroup
New York
$119K
IA
33
IFP Advisors
Florida
$103K +$282 +20 +0.3%
AG
34
Advisor Group
Arizona
$91K +$60.5K +4,295 +197%
SPIA
35
Steward Partners Investment Advisory
New York
$53K
GWM
36
Geneos Wealth Management
Colorado
$17K
NFG
37
Next Financial Group
Texas
$14K -$9.86K -700 -41%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$14K +$169 +12 +1%
RWA
39
Ropes Wealth Advisors
Massachusetts
$14K +$14.1K +1,000 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$12K
PCM
41
Penserra Capital Management
California
$3K +$352 +25 +10%
MA
42
MUFG Americas
New York
$2K
HighTower Advisors
43
HighTower Advisors
Illinois
-$792K -56,105 Closed
CWM
44
Concert Wealth Management
California
-$314K -22,620 Closed
PFO
45
Pathstone Family Office
New Jersey
-$4K -317 Closed
SEI Investments
46
SEI Investments
Pennsylvania
-$1K -66 Closed