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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
126
Bogart Wealth LLC
Virginia
$20K
WT
127
Whittier Trust
California
$20K
AWMS
128
Advocacy Wealth Management Services
Georgia
$19K
GWM
129
Geneos Wealth Management
Colorado
$19K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$19K +$10.4K +824 +122%
OIA
131
OneDigital Investment Advisors
Kansas
$17K
AWM
132
Avior Wealth Management
Nebraska
$16K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$16K +$9.8K +775 +155%
DWM
134
Doyle Wealth Management
Florida
$13K +$13K +1,027 New
TPWA
135
TRUE Private Wealth Advisors
Oregon
$12K +$12.6K +1,000 New
FANJ
136
Financial Architects (New Jersey)
New Jersey
$11K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$11K +$10.7K +846 New
EIP
138
Ellis Investment Partners
Pennsylvania
$10K +$10.8K +853 New
AF
139
Advisornet Financial
Minnesota
$8K
WEC
140
Winslow Evans & Crocker
Massachusetts
$8K
SPIA
141
Steward Partners Investment Advisory
New York
$8K +$8.53K +675 New
CCM
142
Covington Capital Management
California
$6K
DWM
143
Destination Wealth Management
California
$6K +$6K +475 New
CFA
144
Carroll Financial Associates
North Carolina
$4K
CAL
145
Capital Analysts LLC
Pennsylvania
$4K +$3.91K +309 New
HI
146
Human Investing
Oregon
$3K
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$3K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
149
Focused Wealth Management
New York
$1K
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
-$1.04M -82,259 Closed