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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
101
MSI Financial Services
Massachusetts
$76K +$35K +2,457 +78%
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$66K
SIA
103
SeaBridge Investment Advisors
New Jersey
$51K
RIA
104
Regal Investment Advisors
Michigan
$46K
EWM
105
Evercore Wealth Management
New York
$40K
AIM
106
Advantage Investment Management
Iowa
$40K +$3.56K +250 +9%
IWMPD
107
Integrated Wealth Management (Palm Desert)
California
$35K
MA
108
MUFG Americas
New York
$31K -$8.71K -612 -21%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$23K -$158K -11,134 -86%
TRCT
110
Tower Research Capital (TRC)
New York
$23K +$24.2K +1,700 New
WA
111
WFG Advisors
Texas
$19K
AWM
112
Avior Wealth Management
Nebraska
$17K
BCM
113
Brookstone Capital Management
Illinois
$17K +$18K +1,262 New
WIC
114
Woodmont Investment Counsel
Tennessee
$14K +$15.3K +1,074 New
BAM
115
Bruderman Asset Management
New York
$13K
CFA
116
Carroll Financial Associates
North Carolina
$9K +$6.4K +450 +207%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$7K -$10.4K -730 -59%
CFS
118
Commonwealth Financial Services
West Virginia
$7K
NFG
119
Next Financial Group
Texas
$4K
BRWM
120
B. Riley Wealth Management
Tennessee
$2K
FWM
121
Focused Wealth Management
New York
$2K
Northern Trust
122
Northern Trust
Illinois
$2K +$195K +13,701 New
KCM
123
Karp Capital Management
California
$1K
WFG
124
Wills Financial Group
Virginia
-$429K -29,849 Closed
LCM
125
Laurion Capital Management
New York
-$335K -23,250 Closed