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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MUFG Americas
New York
$40K
AIM
102
Advantage Investment Management
Iowa
$39K +$39.3K +2,750 New
RIA
103
Regal Investment Advisors
Michigan
$31K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$27K
MFS
105
MSI Financial Services
Massachusetts
$23K -$23K -1,609 -50%
NES
106
New England Securities
New York
$22K
AWM
107
Avior Wealth Management
Nebraska
$18K -$7.15K -500 -29%
GGPS
108
Gary Goldberg Planning Services
New York
$14K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$13K +$13.5K +944 New
CHC
110
City Holding Co
West Virginia
$10K
EMA
111
Efficient Market Advisors
California
$9K
PMFA
112
Plante Moran Financial Advisors
Michigan
$7K +$6.61K +462 New
CFS
113
Commonwealth Financial Services
West Virginia
$7K +$7.15K +500 New
RMAM
114
Raab & Moskowitz Asset Management
New Jersey
$7K +$7.15K +500 New
NFG
115
Next Financial Group
Texas
$5K -$8.94K -625 -65%
CFA
116
Carroll Financial Associates
North Carolina
$3K
WA
117
WFG Advisors
Texas
$3K
BRWM
118
B. Riley Wealth Management
Tennessee
$2K -$7.51K -525 -75%
FWM
119
Focused Wealth Management
New York
$2K
KCM
120
Karp Capital Management
California
$1K +$1.43K +100 New
IAS
121
IMA Advisory Services
Colorado
-$1.7M -116,265 Closed
Goldman Sachs
122
Goldman Sachs
New York
-$285K -19,532 Closed
GLA
123
Great Lakes Advisors
Illinois
-$221K -15,180 Closed
Barclays
124
Barclays
United Kingdom
-$130K -9,292 Closed
LIA
125
LS Investment Advisors
Michigan
-$77K -5,270 Closed