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Eaton Vance Tax-Advantaged Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$416K +$254K +9,251 +159%
FFA
52
Founders Financial Alliance
North Carolina
$394K +$98.9K +3,596 +34%
PPP
53
Private Portfolio Partners
New Jersey
$379K -$6.13K -223 -2%
NSIM
54
North Star Investment Management
Illinois
$371K +$358 +13 +0.1%
Truist Financial
55
Truist Financial
North Carolina
$369K +$825 +30 +0.2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$359K -$72K -2,616 -17%
FAIM
57
Financial Advocates Investment Management
Washington
$351K +$21.9K +798 +6%
Invesco
58
Invesco
Georgia
$346K -$323K -11,751 -48%
WAAG
59
Wealth Alliance Advisory Group
Kansas
$320K
JMPWA
60
JP Morgan Private Wealth Advisors
California
$307K +$47.7K +1,733 +18%
HNB
61
Huntington National Bank
Ohio
$304K +$303K +11,000 New
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$302K +$300K +10,914 New
MWM
63
Meridian Wealth Management
Kentucky
$283K +$1.38K +50 +0.5%
SCA
64
SMH Capital Advisors
Texas
$279K -$1.1K -40 -0.4%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$276K
PMFA
66
Plante Moran Financial Advisors
Michigan
$276K +$275K +10,000 New
Citigroup
67
Citigroup
New York
$264K +$1.59K +58 +0.6%
WIA
68
World Investment Advisors
California
$264K +$263K +9,550 New
BSW
69
Buckingham Strategic Wealth
Missouri
$262K -$6.38K -232 -2%
1WA
70
180 Wealth Advisors
Washington
$261K
BRWA
71
B. Riley Wealth Advisors
Florida
$261K +$28 +1 +0%
SCA
72
Snowden Capital Advisors
New York
$255K +$770 +28 +0.3%
DJYG
73
David J. Yvars Group
Florida
$239K
RJT
74
Raymond James Trust
Florida
$233K
AAS
75
Avantax Advisory Services
Texas
$230K +$230K +8,380 New