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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$5K +$5.2K +477 New
MF
127
Manchester Financial
California
$3K -$2.22M -203,700 -100%
BC
128
Bartlett & Co
Ohio
$3K
BCWM
129
Bartlett & Co Wealth Management
Ohio
$2.87K
Northern Trust
130
Northern Trust
Illinois
$2K -$436K -40,000 -65%
FIA
131
FNY Investment Advisers
New York
$2K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
133
Focused Wealth Management
New York
$1K
WLPWM
134
Walled Lake Planning & Wealth Management
Illinois
$1K +$33 +3 +3%
CFD
135
Creative Financial Designs
Indiana
$1K +$1.39K +128 New
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
-$4.39M -426,000 Closed
IWM
137
IHT Wealth Management
Illinois
-$2.58M -244,263 Closed
CCP
138
Clough Capital Partners
Massachusetts
-$2.2M -208,300 Closed
WIA
139
Westbourne Investment Advisors
Maryland
-$1.5M -141,713 Closed
Goldman Sachs
140
Goldman Sachs
New York
-$835K -79,005 Closed
Citadel Advisors
141
Citadel Advisors
Florida
-$321K -30,328 Closed
WWM
142
Western Wealth Management
Colorado
-$138K -13,125 Closed
EWM
143
Edge Wealth Management
New York
-$55K -5,175 Closed
AIC
144
Ameritas Investment Company
Nebraska
-$43K -4,090 Closed
WAP
145
Wealthcare Advisory Partners
Pennsylvania
-$31K -2,939 Closed
AF
146
Allworth Financial
California
-$24K -2,250 Closed
WT
147
Whittier Trust
California
-$17K -1,597 Closed
NFG
148
Next Financial Group
Texas
-$16K -1,458 Closed
CAN
149
Claraphi Advisory Network
United States
-$13K -1,200 Closed
TPWA
150
TRUE Private Wealth Advisors
Oregon
-$10K -1,000 Closed