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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$372K -$42.5K -3,229 -10%
PMG
77
ProVise Management Group
Florida
$367K -$592 -45 -0.2%
CWM
78
Cadence Wealth Management
Massachusetts
$357K -$23K -1,750 -6%
SLWA
79
San Luis Wealth Advisors
California
$355K +$357K +27,105 New
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$335K
PIA
81
Powell Investment Advisors
Florida
$333K +$7.53K +572 +2%
POIA
82
Pin Oak Investment Advisors
Texas
$315K -$79.6K -6,050 -20%
FFA
83
First Foundation Advisors
California
$308K -$70.9K -5,388 -19%
GA
84
Greytown Advisors
Florida
$304K +$116K +8,808 +79%
FHA
85
Flagship Harbor Advisors
Massachusetts
$300K -$36.5K -2,770 -11%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$295K
WAM
87
WealthTrust Asset Management
Florida
$288K +$1.28K +97 +0.4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$284K +$14.5K +1,104 +5%
EVM
89
Eaton Vance Management
Massachusetts
$282K
EWM
90
Evercore Wealth Management
New York
$278K
HI
91
Harbour Investments
Wisconsin
$265K -$106K -8,064 -29%
Citigroup
92
Citigroup
New York
$262K -$114K -8,631 -30%
US Bancorp
93
US Bancorp
Minnesota
$246K
SIG
94
Stonegate Investment Group
Alabama
$243K +$244K +18,552 New
BRWM
95
B. Riley Wealth Management
Tennessee
$235K +$6.58K +500 +3%
PHS
96
Pekin Hardy Strauss
Illinois
$209K
RGF
97
Retirement Guys Formula
Ohio
$198K +$199K +15,151 New
FWIA
98
Fort Washington Investment Advisors
Ohio
$197K -$19.7K -1,500 -9%
CWM
99
Congress Wealth Management
Massachusetts
$196K +$197K +14,990 New
MFW
100
Meristem Family Wealth
Minnesota
$189K