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EVG

Eaton Vance Short Duration Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$262K +$24.1K +2,185 +10%
Stifel Financial
27
Stifel Financial
Missouri
$247K +$22.2K +2,011 +10%
FA
28
FSA Advisors
Michigan
$221K +$22.9K +2,072 +12%
EWA
29
EP Wealth Advisors
California
$216K +$1.99K +180 +0.9%
CMS
30
Capital Market Strategies
Florida
$211K
BDL
31
Bey-Douglas LLC
Georgia
$196K -$387 -35 -0.2%
AWS
32
Atria Wealth Solutions
New York
$171K
CIA
33
Capital Investment Advisors
Georgia
$170K -$2.79K -252 -2%
WS
34
Wedbush Securities
California
$154K
MC
35
Moors & Cabot
Massachusetts
$151K
PCM
36
Pointe Capital Management
Michigan
$131K
UBS Group
37
UBS Group
Switzerland
$45.7K -$729 -66 -2%
BC
38
Barrett & Company
Rhode Island
$33.5K
CA
39
CoreCap Advisors
Michigan
$24.6K
ATS
40
Ashton Thomas Securities
New York
$11.2K +$11.1K +1,000 New
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$8.38K
HBW
42
Hazlett, Burt & Watson
West Virginia
$6K
TIM
43
Tortoise Investment Management
New York
$5.66K +$122 +11 +2%
FDCP
44
Foster Dykema Cabot & Partners
Massachusetts
$34 +$33 +3 New
BRWA
45
B. Riley Wealth Advisors
Florida
-$119K -11,000 Closed
Creative Planning
46
Creative Planning
Kansas
-$116K -10,724 Closed
LIA
47
Luken Investment Analytics
Tennessee
-$32.4K -3,000 Closed