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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$700K -$16.6K -1,550 -2%
RP
52
Riverbridge Partners
Minnesota
$695K +$720K +67,261 New
HighTower Advisors
53
HighTower Advisors
Illinois
$677K +$9.12K +852 +1%
CCP
54
Clough Capital Partners
Massachusetts
$660K +$684K +63,917 New
ECM
55
Evergreen Capital Management
Washington
$487K -$72.3K -6,750 -13%
AWS
56
Atria Wealth Solutions
New York
$464K -$106K -9,918 -18%
IFG
57
Independent Financial Group
California
$451K +$3.21K +300 +0.7%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$432K +$34.5K +3,220 +8%
CIA
59
Capital Investment Advisors
Georgia
$401K -$2.69K -251 -0.6%
QCIG
60
Quad-Cities Investment Group
Iowa
$401K +$7.03K +657 +2%
AWM
61
AE Wealth Management
Kansas
$386K -$758K -70,790 -65%
Creative Planning
62
Creative Planning
Kansas
$374K -$260K -24,330 -40%
PCM
63
Pointe Capital Management
Michigan
$369K -$25.8K -2,410 -6%
OC
64
Oarsman Capital
Wisconsin
$345K -$26.5K -2,475 -7%
IAIM
65
International Assets Investment Management
Florida
$338K +$202K +18,846 +136%
CI
66
Conning Inc
Connecticut
$331K
SFS
67
Sowell Financial Services
Arkansas
$302K +$312K +29,188 New
PMG
68
ProVise Management Group
Florida
$281K -$3.75K -350 -1%
SI
69
Stephens Inc
Arkansas
$277K +$114K +10,660 +66%
KAS
70
Kestra Advisory Services
Texas
$274K -$38K -3,545 -12%
FFA
71
First Foundation Advisors
California
$243K
GA
72
Greytown Advisors
Florida
$239K
CWM
73
Cadence Wealth Management
Massachusetts
$236K -$31.3K -2,919 -11%
ASN
74
Advisory Services Network
Georgia
$235K +$72.4K +6,760 +42%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$232K