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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Selway Asset Management
$673K
IAIM
52
International Assets Investment Management
Florida
$657K +$128K +13,072 +24%
POIA
53
Pin Oak Investment Advisors
Texas
$651K +$42.4K +4,335 +7%
FHA
54
Flagship Harbor Advisors
Massachusetts
$612K +$41.6K +4,262 +7%
MFG
55
Merit Financial Group
Georgia
$604K -$21.2K -2,174 -3%
WS
56
Wela Strategies
Georgia
$602K +$603K +61,742 New
AWS
57
Atria Wealth Solutions
New York
$570K -$110K -11,277 -16%
IFG
58
Independent Financial Group
California
$535K -$2.44K -250 -0.5%
CF
59
Centaurus Financial
California
$457K -$435K -44,509 -49%
Wells Fargo
60
Wells Fargo
California
$453K +$34.8K +3,566 +8%
Comerica Bank
61
Comerica Bank
Texas
$440K +$49.5K +5,071 +13%
HighTower Advisors
62
HighTower Advisors
Illinois
$435K -$7.63K -781 -2%
RPA
63
Rock Point Advisors
Vermont
$429K -$20.8K -2,125 -5%
KAS
64
Kestra Advisory Services
Texas
$419K +$22.4K +2,291 +6%
SFS
65
Sowell Financial Services
Arkansas
$407K
ASN
66
Advisory Services Network
Georgia
$404K +$57.6K +5,900 +17%
Creative Planning
67
Creative Planning
Kansas
$342K +$78.7K +8,051 +30%
CS
68
Credit Suisse
Switzerland
$341K -$147K -15,000 -30%
MCM
69
Mendel Capital Management
Arkansas
$323K +$324K +33,150 New
MML Investors Services
70
MML Investors Services
Massachusetts
$320K +$10.8K +1,101 +3%
CI
71
Conning Inc
Connecticut
$313K
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$296K +$102K +10,391 +52%
QCIG
73
Quad-Cities Investment Group
Iowa
$293K +$5.3K +542 +2%
SI
74
Stephens Inc
Arkansas
$293K -$69.8K -7,140 -19%
FAG
75
Fortitude Advisory Group
Washington
$282K +$30.5K +3,123 +12%