Eaton Vance Tax Mnged Buy Wr

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Eaton Vance Tax Mnged Buy Wr

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NewIncreasedMaintainedDecreasedLiquidated
12219108
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Cfo4life Group, Llc12-31-2020Com51,784Increased2.280.22777,000.0012.4515.00Form 13
Raymond James Trust N.a.12-31-2020Etf / Closed En14,963Maintained0.000.01224,000.009.8029.92Form 13
Pinnacle Bank12-31-2020Com1,650Maintained0.000.0225,000.008.7015.15Form 13
Meridian Wealth Management, Llc12-31-2020Com13,508Increased16.690.03202,000.0028.6614.95Form 13
Kestra Advisory Services, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Avantax Advisory Services, Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Wealth Advisors Of Tampa Bay, Llc12-31-2020Com19,000Maintained0.000.20285,000.0010.0415.00Form 13
International Assets Investment Management, Llc12-31-2020Com500New!0.000.007,500,000.000.0015,000.00Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End20,616Increased4.190.00309,000.0014.4414.99Form 13
Ironwood Financial, Llc12-31-2020Com3,600Maintained0.000.0254,000.0010.2015.00Form 13
Diversified, Llc12-31-2020Com22,470New!0.000.26306,000.000.0013.62Form 13
Golden State Wealth Management, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Stratos Wealth Partners, Ltd.12-31-2020Com24,235Decreased-12.410.01364,000.00-3.4515.02Form 13
Envestnet Asset Management Inc12-31-2020Com56,966Increased17.400.00854,000.0029.0014.99Form 13
Parallel Advisors, Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Shaker Financial Services, Llc12-31-2020Com60,559New!0.000.38908,000.000.0014.99Form 13
Kistler-tiffany Companies, Llc12-31-2020Com31,159Increased0.040.13467,000.009.8814.99Form 13
Focused Wealth Management, Inc12-31-2020Com7,335New!0.000.02110,000.000.0015.00Form 13
Sage Rhino Capital Llc12-31-2020Com51,525Decreased-18.250.31773,000.00-10.1215.00Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Com54,757Increased0.794.80821,000.0010.8014.99Form 13
Harbor Investment Advisory, Llc12-31-2020Cef4Maintained0.000.000.000.000.00Form 13
Iowa State Bank12-31-2020Com20,981Maintained0.000.10315,000.0010.1415.01Form 13
Essex Financial Services, Inc.12-31-2020Sh Ben Int16,970Increased69.510.05255,000.0086.1315.03Form 13
Next Financial Group, Inc12-31-2020Com1,476Increased55.370.0022,000.0069.2314.91Form 13
Jnb Advisors Llc12-31-2020Cef17,547Maintained0.000.05263,000.007.3514.99Form 13
Jacobi Capital Management Llc12-31-2020Com24,258Increased0.420.06364,000.0010.3015.01Form 13
Fmr Llc12-31-2020Com1New!0.000.000.000.000.00Form 13
Plante Moran Financial Advisors, Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Sigma Planning Corp12-31-2020Com12,131Decreased-13.510.01182,000.00-4.7115.00Form 13
Advisory Services Network, Llc12-31-2020Cef2,734Maintained0.000.0041,000.0010.8115.00Form 13
Arkadios Wealth Advisors12-31-2020Cef170New!0.000.002,000.000.0011.76Form 13
Wells Fargo & Company/mn12-31-2020Com696,411Increased10.650.0010,447,000.0021.7030.00Form 13
Mirae Asset Global Investments Co., Ltd.12-31-2020Com37,367Increased56.380.00561,000.0072.0915.01Form 13
Advisor Group Holdings, Inc.12-31-2020Com89,477Increased20.640.001,341,000.0032.5189.92Form 13
Bank Of America Corp /de/12-31-2020Com102,956Increased9.850.001,544,000.0018.2215.00Form 13
Ubs Group Ag12-31-2020Com493,609Decreased-32.090.007,404,000.00-25.3229.51Form 13
Steward Partners Investment Advisory, Llc12-31-2020Closed End Funds - Taxable2,276New!0.000.0034,000.000.0014.94Form 13
Barclays Plc12-31-2020Fund0Liquidated!-100.000.000.000.000.00Form 13
Commonwealth Equity Services, Llc12-31-2020Com67,990Decreased-6.370.001,019,000.002.9314.99Form 13
Citigroup Inc12-31-2020Com40,961Increased9.140.00614,000.0019.9214.99Form 13
Raymond James & Associates12-31-2020Com74,426Increased0.220.001,116,000.0010.1714.99Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com12,205Decreased-60.790.00183,000.00-56.9414.99Form 13
Wolverine Asset Management Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com401,354Decreased-7.300.026,020,000.001.9515.00Form 13
King Wealth12-31-2020Com17,024Decreased-2.850.06255,000.006.6914.98Form 13
Integrated Wealth Concepts Llc12-31-2020Mf Closed And Mf Open14,232New!0.000.01213,000.000.0014.97Form 13
Altus Wealth Group Llc12-31-2020Com2,995New!0.000.0445,000.000.0015.03Form 13
Pnc Financial Services Group, Inc.12-31-2020Com25,453Increased429.280.00382,000.00461.7660.20Form 13
Ameriprise Financial Inc12-31-2020Com146,845Increased1.670.002,204,000.009.4915.01Form 13
Bank Of Montreal /can/12-31-2020Com33,587New!0.000.00501,000.000.0014.92Form 13
Royal Bank Of Canada12-31-2020Com91,950Decreased-12.940.001,379,000.00-4.3015.00Form 13
Guggenheim Capital Llc12-31-2020Com428,707Increased3.530.046,431,000.0013.8630.00Form 13
Susquehanna International Group, Llp12-31-2020Com25,261New!0.000.00379,000.000.0015.00Form 13
Capital Analysts, Llc12-31-2020Com1,000Maintained0.000.0015,000.007.1415.00Form 13
Morgan Stanley12-31-2020Com1,039,189Increased9.170.0015,588,000.0017.4815.00Form 13
Invesco Ltd.12-31-2020Com178,582Decreased-0.360.002,679,000.007.2515.00Form 13
Cetera Advisors Llc12-31-2020Com166,467Increased3.950.082,497,000.0011.8715.00Form 13
Cetera Advisor Networks Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Iht Wealth Management, Llc12-31-2020Com29,289Increased4.920.04439,000.0015.2214.99Form 13
Retirement Group, Llc12-31-2020Com16,741New!0.000.12251,000.000.0014.99Form 13