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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
126
KMG Fiduciary Partners
Ohio
$95.8K +$91.1K +10,000 New
CFGS
127
Concourse Financial Group Securities
Alabama
$75.7K
BAM
128
Byrne Asset Management
New Jersey
$46K +$43.3K +4,750 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$42K -$72.1K -7,911 -65%
GWSG
130
GPS Wealth Strategies Group
Colorado
$39.3K -$105K -11,485 -74%
OLVIG
131
Oliver Lagore Vanvalin Investment Group
Michigan
$28.7K
AF
132
Allworth Financial
California
$21.6K -$10K -1,100 -33%
SGC
133
Slocum, Gordon & Co
Rhode Island
$21K
WBC
134
West Branch Capital
Massachusetts
$19.5K +$146 +16 +0.8%
IA
135
IFP Advisors
Florida
$19.4K +$456 +50 +3%
MRCM
136
M&R Capital Management
New Jersey
$19.2K
TH
137
TCTC Holdings
Texas
$19.2K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$19.1K +$100 +11 +0.6%
CWP
139
Concord Wealth Partners
Virginia
$16.4K +$383 +42 +3%
MSWM
140
McGlone Suttner Wealth Management
Wisconsin
$16.3K +$15.5K +1,700 New
BWM
141
Baystate Wealth Management
Massachusetts
$14.6K +$13.9K +1,524 New
EWA
142
EverSource Wealth Advisors
Alabama
$14.4K
BWL
143
Bogart Wealth LLC
Virginia
$14.4K +$13.7K +1,500 New
HIA
144
Harbor Investment Advisory
Maryland
$14.4K +$13.7K +1,500 New
CA
145
Crewe Advisors
Utah
$13.9K +$9 +1 +0.1%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$12.4K +$7.43K +816 +171%
SWM
147
Sugarloaf Wealth Management
Georgia
$11.6K +$11.1K +1,214 New
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$9.82K +$9.34K +1,025 New
SIS
149
Sound Income Strategies
Florida
$9.2K
LA
150
LM Advisors
California
$7.18K +$6.83K +750 New