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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$10K
ASN
127
Advisory Services Network
Georgia
$8K -$25.8K -2,083 -74%
EIP
128
Ellis Investment Partners
Pennsylvania
$8K
Northern Trust
129
Northern Trust
Illinois
$6K -$155K -12,518 -17%
AWA
130
Arkadios Wealth Advisors
Georgia
$5.29K
LWM
131
Liberty Wealth Management
California
$4K +$4.14K +334 New
BC
132
Bartlett & Co
Ohio
$3K +$3.16K +255 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$2.69K +$3.16K +255 New
FIA
134
FNY Investment Advisers
New York
$2K -$574K -46,386 -100%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
136
Focused Wealth Management
New York
$1K
WLPWM
137
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.41K +114 New
QPWM
138
Quadrant Private Wealth Management
Pennsylvania
-$2.54M -191,604 Closed
IAA
139
Independent Advisor Alliance
North Carolina
-$1.81M -136,986 Closed
MIG
140
Mariner Investment Group
New York
-$1.1M -83,000 Closed
RCM
141
Robinson Capital Management
Michigan
-$1.05M -79,525 Closed
EE
142
EWG Elevate
California
-$757K -57,137 Closed
CCM
143
Community Capital Management
Florida
-$530K -40,000 Closed
ICA
144
Infrastructure Capital Advisors
New York
-$504K -38,000 Closed
OC
145
Oarsman Capital
Wisconsin
-$407K -30,696 Closed
SKK
146
Shepherd Kaplan Krochuk
Massachusetts
-$288K -21,770 Closed
Baird Financial Group
147
Baird Financial Group
Wisconsin
-$238K -17,935 Closed
UR
148
USCA RIA
Texas
-$228K -17,189 Closed
ACM
149
Avalon Capital Management
California
-$203K -15,305 Closed
PAG
150
Private Advisor Group
New Jersey
-$182K -13,737 Closed