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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
101
Rock Point Advisors
Vermont
$226K
TSS
102
Two Sigma Securities
New York
$226K +$78.2K +6,169 +53%
ACM
103
Avalon Capital Management
California
$221K
GLA
104
Good Life Advisors
Pennsylvania
$218K +$49.9K +3,939 +30%
BMO
105
Beck Mack & Oliver
New York
$213K
AFP
106
Ausdal Financial Partners
Iowa
$203K -$24.4K -1,924 -11%
NGA
107
Naples Global Advisors
Florida
$200K +$200K +15,785 New
DWM
108
Dynasty Wealth Management
Florida
$195K
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$184K
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$184K +$28.5K +2,250 +18%
SWM
111
SeaCrest Wealth Management
New York
$175K -$6.27K -495 -3%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$169K +$78.9K +6,226 +8%
AWM
113
AE Wealth Management
Kansas
$160K -$7.62K -601 -5%
IWM
114
IHT Wealth Management
Illinois
$157K +$266 +21 +0.2%
AGA
115
Accuvest Global Advisors
Utah
$148K
EWM
116
Edge Wealth Management
New York
$142K +$190 +15 +0.1%
GW
117
GW & Wade
Massachusetts
$139K
FFG
118
Ford Financial Group
California
$136K +$136K +10,729 New
HCA
119
Harbour Capital Advisors
Virginia
$131K
FIM
120
Freedom Investment Management
Connecticut
$128K +$127K +10,031 New
CFGS
121
Concourse Financial Group Securities
Alabama
$106K +$106K +8,333 New
AWMS
122
Advocacy Wealth Management Services
Georgia
$93K
SWP
123
Stratos Wealth Partners
Ohio
$76K +$75.9K +5,986 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$56K -$141K -11,160 -72%
AIM
125
Advantage Investment Management
Iowa
$49K