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Eaton Vance Tax-Advantaged Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$764K +$188K +7,163 +35%
SFS
52
Sowell Financial Services
Arkansas
$757K +$14.4K +550 +2%
TNA
53
True North Advisors
Texas
$747K +$709K +27,000 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$742K +$26.4K +1,004 +4%
CWM
55
Cornerstone Wealth Management
Missouri
$728K +$20.8K +791 +3%
SFA
56
Sequoia Financial Advisors
Ohio
$715K +$678K +25,816 New
XT
57
XTX Topco
Cayman Islands
$709K +$673K +25,631 New
Corient Private Wealth
58
Corient Private Wealth
Florida
$704K -$44.6K -1,700 -6%
AQR Capital Management
59
AQR Capital Management
Connecticut
$700K +$72.7K +2,769 +12%
LOPW
60
Live Oak Private Wealth
North Carolina
$681K
CC
61
Commons Capital
Massachusetts
$665K +$38.6K +1,469 +7%
DWM
62
Denver Wealth Management
Colorado
$664K -$1.16K -44 -0.2%
SWM
63
Silverlake Wealth Management
Vermont
$603K
SAM
64
Shikiar Asset Management
New York
$554K
SIAS
65
Summit Investment Advisory Services
Minnesota
$546K +$3.39K +129 +0.7%
IAS
66
Insigneo Advisory Services
Florida
$540K
JWM
67
JGP Wealth Management
Oregon
$524K
PCIA
68
Prime Capital Investment Advisors
Kansas
$522K -$16.8K -639 -3%
DC
69
Davenport & Co
Virginia
$515K
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$509K +$57.5K +2,189 +14%
AC
71
AlphaCore Capital
California
$477K +$8.32K +317 +2%
SF
72
Summit Financial
New Jersey
$466K +$2.65K +101 +0.6%
WAAG
73
Wealth Alliance Advisory Group
Kansas
$461K
HT
74
Heritage Trust
Oklahoma
$439K
ACM
75
Advisors Capital Management
New Jersey
$422K +$400K +15,228 New