We are live on ! Find out more
EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Shaker Financial Services
Virginia
$437K +$80.7K +3,288 +25%
KPWS
52
Kestra Private Wealth Services
Texas
$426K +$33.7K +1,372 +9%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$409K -$269K -10,964 -41%
FT
54
Fiduciary Trust
Massachusetts
$372K
PPP
55
Private Portfolio Partners
New Jersey
$366K
LWM
56
Laidlaw Wealth Management
New York
$361K +$337K +13,750 New
NSIM
57
North Star Investment Management
Illinois
$352K -$21.7K -885 -6%
Truist Financial
58
Truist Financial
North Carolina
$350K +$5.91K +241 +2%
FAIM
59
Financial Advocates Investment Management
Washington
$323K
SWM
60
Spire Wealth Management
Virginia
$309K +$291K +11,871 New
WAAG
61
Wealth Alliance Advisory Group
Kansas
$304K
TNB
62
TCF National Bank
South Dakota
$289K
FFA
63
Founders Financial Alliance
North Carolina
$280K +$14.5K +591 +6%
MWM
64
Meridian Wealth Management
Kentucky
$268K +$11.5K +467 +5%
SCA
65
SMH Capital Advisors
Texas
$266K +$22.9K +935 +10%
Kayne Anderson Rudnick Investment Management
66
Kayne Anderson Rudnick Investment Management
California
$263K
1WA
67
180 Wealth Advisors
Washington
$259K
KAS
68
Kestra Advisory Services
Texas
$257K -$142K -5,793 -37%
BSW
69
Buckingham Strategic Wealth
Missouri
$255K
Citigroup
70
Citigroup
New York
$249K -$99.9K -4,072 -30%
BRWA
71
B. Riley Wealth Advisors
Florida
$248K -$18.4K -751 -7%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$247K -$6.99K -285 -3%
SCA
73
Snowden Capital Advisors
New York
$242K +$1.15K +47 +0.5%
DJYG
74
David J. Yvars Group
Florida
$227K +$213K +8,660 New
RJT
75
Raymond James Trust
Florida
$221K +$207K +8,417 New