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EVG

Eaton Vance Short Duration Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$215K -$5.7K -567 -3%
CMS
27
Capital Market Strategies
Florida
$211K
CIA
28
Capital Investment Advisors
Georgia
$205K -$985 -98 -0.5%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$205K
EWA
30
EP Wealth Advisors
California
$199K +$193K +19,175 New
AWS
31
Atria Wealth Solutions
New York
$197K
WS
32
Wedbush Securities
California
$142K
PCM
33
Pointe Capital Management
Michigan
$121K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$119K -$49.9K -4,965 -30%
CAN
35
Cetera Advisor Networks
California
$113K +$3.25K +323 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$108K +$105K +10,442 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$104K -$3.08K -307 -3%
JP Morgan Chase
38
JP Morgan Chase
New York
$100K +$96.8K +9,636 +22,943%
UBS Group
39
UBS Group
Switzerland
$34K +$4.13K +411 +14%
BC
40
Barrett & Company
Rhode Island
$31.1K -$10K -1,000 -25%
Creative Planning
41
Creative Planning
Kansas
$17.5K +$17K +1,690 New
GWM
42
Geneos Wealth Management
Colorado
$13K
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$7.78K
HBW
44
Hazlett, Burt & Watson
West Virginia
$5K
TIM
45
Tortoise Investment Management
New York
$4.81K +$111 +11 +2%
LCM
46
Landscape Capital Management
New Jersey
-$223K -22,712 Closed
AA
47
AQR Arbitrage
Connecticut
-$164K -16,690 Closed
BRWA
48
B. Riley Wealth Advisors
Florida
-$108K -11,000 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
-$10K -1,000 Closed