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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$243K -$36.1K -3,587 -13%
PCM
77
Pointe Capital Management
Michigan
$240K +$955 +95 +0.4%
MC
78
Moors & Cabot
Massachusetts
$240K +$1.2K +119 +0.5%
Creative Planning
79
Creative Planning
Kansas
$239K -$81.9K -8,150 -26%
SI
80
Stephens Inc
Arkansas
$239K -$2.01K -200 -0.9%
Corient Private Wealth
81
Corient Private Wealth
Florida
$223K -$27.2K -2,711 -11%
RP
82
Riverbridge Partners
Minnesota
$213K +$704 +70 +0.3%
UBS AM
83
UBS AM
Illinois
$210K -$151K -15,000 -43%
ATS
84
Ashton Thomas Securities
New York
$210K
IWM
85
Iams Wealth Management
Nebraska
$210K
Lido Advisors
86
Lido Advisors
California
$208K -$35.6K -3,541 -15%
CWM
87
Congress Wealth Management
Massachusetts
$208K +$199K +19,770 New
FFA
88
First Foundation Advisors
California
$196K
SIG
89
Stonegate Investment Group
Alabama
$195K
DCM
90
Dudley Capital Management
Virginia
$191K
SWM
91
SeaCrest Wealth Management
New York
$184K
NS
92
NBC Securities
Alabama
$181K
GSIAS
93
Garden State Investment Advisory Services
New Jersey
$178K +$7.81K +777 +5%
WA
94
Waverly Advisors
Alabama
$172K
VAM
95
Verity Asset Management
North Carolina
$169K -$17.8K -1,773 -10%
SCA
96
Sandy Cove Advisors
Massachusetts
$166K
HKAM
97
Horizon Kinetics Asset Management
New York
$165K +$32.7K +3,251 +26%
PMG
98
ProVise Management Group
Florida
$161K -$4.44K -442 -3%
WA
99
WealthTrust Axiom
Pennsylvania
$156K
OBWG
100
Onyx Bridge Wealth Group
New York
$154K +$2.35K +234 +2%