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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
101
ProVise Management Group
Florida
$122K
GSIAS
102
Garden State Investment Advisory Services
New Jersey
$121K +$22.3K +2,386 +23%
HCM
103
Hollencrest Capital Management
California
$120K
Corient Private Wealth
104
Corient Private Wealth
Florida
$118K -$15.5K -1,658 -12%
HKAM
105
Horizon Kinetics Asset Management
New York
$116K
DI
106
Decision Investments
California
$113K
AC
107
AlphaCore Capital
California
$112K -$168K -18,000 -60%
WA
108
WealthTrust Axiom
Pennsylvania
$111K
Bessemer Group
109
Bessemer Group
New Jersey
$110K +$110K +11,700 New
FFA
110
First Foundation Advisors
California
$107K -$67.7K -7,234 -39%
WWM
111
Western Wealth Management
Colorado
$105K
EB
112
Eastern Bank
Massachusetts
$103K
AWM
113
Apollon Wealth Management
South Carolina
$97.8K +$1.73K +185 +2%
SWM
114
Spire Wealth Management
Virginia
$73.4K
BC
115
Barrett & Company
Rhode Island
$65.6K
CHC
116
City Holding Co
West Virginia
$56.2K
IA
117
IFP Advisors
Florida
$54.5K
GRP
118
Global Retirement Partners
California
$54K +$53.9K +5,758 New
BAM
119
Byrne Asset Management
New Jersey
$44.5K
MSWA
120
Marshall & Sterling Wealth Advisors
New York
$31.9K
SPIA
121
Steward Partners Investment Advisory
New York
$24.9K -$179K -19,106 -88%
FFA
122
Farther Finance Advisors
California
$24.1K -$2.49K -266 -9%
CS
123
Clear Street
New York
$22.4K +$22.4K +2,390 New
AF
124
Allworth Financial
California
$20K -$21K -2,241 -51%
WBC
125
West Branch Capital
Massachusetts
$19.9K