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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
$161K +$97.7K +7,618 +153%
CAN
102
Cetera Advisor Networks
California
$159K +$8.35K +651 +6%
AIM
103
Allen Investment Management
New York
$148K -$203K -15,847 -58%
IA
104
IFP Advisors
Florida
$147K +$148K +11,525 New
DADC
105
D.A. Davidson & Co
Montana
$144K -$41K -3,199 -22%
HCA
106
Harbour Capital Advisors
Virginia
$144K -$10.3K -800 -7%
TFA
107
Transamerica Financial Advisors
Florida
$141K
GW
108
GW & Wade
Massachusetts
$140K
WEC
109
Winslow Evans & Crocker
Massachusetts
$85.1K
JP Morgan Chase
110
JP Morgan Chase
New York
$56K +$56.4K +4,400 New
KF
111
Krilogy Financial
Missouri
$55K
WT
112
Whittier Trust
California
$44K
MFW
113
Mosaic Family Wealth
Missouri
$43K +$44K +3,429 New
AIM
114
Advantage Investment Management
Iowa
$41K
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$40K -$23.6K -1,840 -37%
EWM
116
Evercore Wealth Management
New York
$38K
SIA
117
SeaBridge Investment Advisors
New Jersey
$36K -$12.8K -1,000 -26%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$36K +$35.9K +2,800 New
IWMPD
119
Integrated Wealth Management (Palm Desert)
California
$33K
FIB
120
First Interstate Bank
Montana
$31K
CCS
121
Crosspoint Capital Strategies
California
$31K +$28.5K +2,220 New
AIA
122
Allegis Investment Advisors
Idaho
$31K +$31.1K +2,426 New
MA
123
MUFG Americas
New York
$29K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$22K
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$21K +$20.7K +1,614 New