Eaton Vance Risk Mngd Div Eqty Com

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Eaton Vance Risk Mngd Div Eqty Com

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NewIncreasedMaintainedDecreasedLiquidated
212714199
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
City Holding Co12-31-2020Mutual Funds-equities0Liquidated!-100.000.000.000.000.00Form 13
Raymond James Trust N.a.12-31-2020Etf / Closed En15,150Increased2.110.00158,000.0011.2720.90Form 13
Congress Park Capital Llc12-31-2020Com15,000Maintained0.000.09156,000.008.3310.40Form 13
Bartlett & Co. Llc12-31-2020Etf150Maintained0.000.002,000.00100.0013.33Form 13
Ellis Investment Partners, Llc12-31-2020Com347Increased2.660.004,000.0033.3311.53Form 13
Hoey Investments, Inc12-31-2020Com7,000Maintained0.000.0373,000.008.9610.43Form 13
International Assets Investment Management, Llc12-31-2020Com609New!0.000.006,315,000.000.0010,369.46Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End133,631Increased67.640.011,386,000.0081.6510.37Form 13
Centaurus Financial, Inc.12-31-2020Com17,357Decreased-11.200.02180,000.00-3.7410.37Form 13
Hollencrest Capital Management12-31-2020Cefs18,350Maintained0.000.02191,000.008.5220.83Form 13
Diversified, Llc12-31-2020Com77,734New!0.000.63744,000.000.009.57Form 13
Cwm, Llc12-31-2020Com579Maintained0.000.006,000.000.0010.36Form 13
Wolff Wiese Magana Llc12-31-2020Com667New!0.000.017,000.000.0010.49Form 13
James Investment Research Inc12-31-2020Com0Maintained0.000.000.000.000.00Form 13
Perigon Wealth Management, Llc12-31-2020Com2,500New!0.000.0026,000.000.0010.40Form 13
Formidable Asset Management, Llc12-31-2020Com51,445Maintained0.000.12519,000.000.0010.09Form 13
Stratos Wealth Partners, Ltd.12-31-2020Com19,200Increased2.670.01199,000.0011.1710.36Form 13
Marshall Financial Group Llc12-31-2020Com20,773New!0.000.14215,000.000.0010.35Form 13
Forthright Wealth Management, Llc12-31-2020Closed End Funds - Taxable2,978New!0.000.0231,000.000.0010.41Form 13
Sheaff Brock Investment Advisors, Llc12-31-2020Com10,125Maintained0.000.01105,000.008.2510.37Form 13
Ausdal Financial Partners, Inc.12-31-2020Com23,943Increased32.660.05248,000.0043.3510.36Form 13
Envestnet Asset Management Inc12-31-2020Com39,593Increased1.920.00411,000.0010.4810.38Form 13
Parallel Advisors, Llc12-31-2020Cef6,064Decreased-37.500.0063,000.00-32.2610.39Form 13
Successful Portfolios Llc12-31-2020Com21,968Maintained0.000.16228,000.008.5710.38Form 13
Country Trust Bank12-31-2020Closed End Fund - Equity246New!0.000.003,000.000.0012.20Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Com600Increased380.000.006,000.00500.0010.00Form 13
Sugarloaf Wealth Management, Llc12-31-2020Com274Increased2.620.003,000.000.0010.95Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Div Com111,716Decreased-2.966.771,158,000.005.0810.37Form 13
Clear Harbor Asset Management, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Glassman Wealth Services12-31-2020Com10,072Increased907.200.02104,000.00940.0010.33Form 13
Us Bancorp \de\12-31-2020Other19,517Increased224.360.00202,000.00248.2810.35Form 13
Next Financial Group, Inc12-31-2020Com10,357Increased1.630.01107,000.009.1810.33Form 13
Claraphi Advisory Network, Llc12-31-2020Com24,887Increased12.420.07258,000.0021.7010.37Form 13
Resources Investment Advisors, Llc.12-31-2020Com13,447New!0.007.24139,000.000.0010.34Form 13
Flagship Harbor Advisors, Llc12-31-2020Com13,103Decreased-32.890.02136,000.00-26.8810.38Form 13
Xml Financial, Llc12-31-2020Com15,578Increased10.010.04162,000.0020.0010.40Form 13
Fmr Llc12-31-2020Com1Maintained0.000.000.000.000.00Form 13
Sigma Planning Corp12-31-2020Com24,071Increased2.820.01250,000.0011.6110.39Form 13
Advisory Services Network, Llc12-31-2020Cef66,847Increased12.040.03693,000.0021.3710.37Form 13
Princeton Global Asset Management Llc12-31-2020Cef5,441Maintained0.000.0256,000.007.6910.29Form 13
Arkadios Wealth Advisors12-31-2020Cef2,087Maintained0.000.0021,000.000.0010.06Form 13
Wells Fargo & Company/mn12-31-2020Com169,757Increased0.900.001,761,000.009.3820.75Form 13
Mirae Asset Global Investments Co., Ltd.12-31-2020Com52,855Increased4.450.00548,000.0013.2210.37Form 13
Biltmore Capital Advisors Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Advisor Group Holdings, Inc.12-31-2020Com691,893Increased10.140.027,176,000.0019.3461.87Form 13
9258 Wealth Management, Llc12-31-2020Cef14,028Decreased-17.620.05145,000.00-11.0410.34Form 13
Bank Of America Corp /de/12-31-2020Com174,154Decreased-8.220.001,806,000.00-0.4420.73Form 13
Ubs Group Ag12-31-2020Com61,479Decreased-1.910.00637,000.006.3420.21Form 13
Baird Financial Group, Inc.12-31-2020Common25,683Decreased-5.820.00266,000.001.9210.36Form 13
Steward Partners Investment Advisory, Llc12-31-2020Closed End Funds - Taxable2,800Maintained0.000.0029,000.007.4110.36Form 13
Oder Investment Management, Llc12-31-2020Com946New!0.000.0110,000.000.0010.57Form 13
Barclays Plc12-31-2020Fund0Liquidated!-100.000.000.000.000.00Form 13
Commonwealth Equity Services, Llc12-31-2020Com97,450Increased12.010.001,010,000.0021.3910.36Form 13
Citigroup Inc12-31-2020Com109,074Increased13.380.001,131,000.0022.8010.37Form 13
Eaton Vance Management12-31-2020Mutual Fund12,400New!0.000.00129,000.000.0010.40Form 13
Raymond James & Associates12-31-2020Com104,940Decreased-10.940.001,088,000.00-3.5510.37Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com2,316Decreased-28.230.0024,000.00-22.5810.36Form 13
Advisors Asset Management, Inc.12-31-2020Com255,381Decreased-12.210.042,648,000.00-4.8910.37Form 13
Cibc Private Wealth Group, Llc12-31-2020Com39,000New!0.000.00404,000.000.0010.36Form 13
Weiss Asset Management Lp12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com727,444Increased33.130.027,544,000.0044.2710.37Form 13
Aviance Capital Partners, Llc12-31-2020Com17,260Decreased-3.800.04179,000.004.0710.37Form 13
Pointe Capital Management Llc12-31-2020Cef101,785Decreased-4.630.901,055,000.003.3310.36Form 13
Wealthcare Advisory Partners Llc12-31-2020Common11,233Increased4.780.01116,000.0012.6210.33Form 13
Pinnacle Wealth Planning Services, Inc.12-31-2020Cef1,261New!0.000.0013,000.000.0010.31Form 13
Rockefeller Capital Management L.p.12-31-2020Com1,530New!0.000.0015,000.000.009.80Form 13
Transcend Wealth Collective, Llc12-31-2020Com35,609New!0.000.05369,000.000.0010.36Form 13
Altus Wealth Group Llc12-31-2020Com350New!0.000.004,000.000.0011.43Form 13
Insight Advisors, Llc/ Pa12-31-2020Com10,990New!0.000.04114,000.000.0010.37Form 13
Pnc Financial Services Group, Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Stifel Financial Corp12-31-2020Com45,465Increased4.600.00471,000.0013.2210.36Form 13
Ameriprise Financial Inc12-31-2020Com110,762Increased7.520.001,150,000.0016.7510.38Form 13
Bank Of Montreal /can/12-31-2020Com98,717Maintained0.000.001,027,000.000.0010.40Form 13
Royal Bank Of Canada12-31-2020Com51,922Decreased-21.480.00540,000.00-14.6920.73Form 13
Guggenheim Capital Llc12-31-2020Com562,456Decreased-6.280.045,833,000.001.5710.37Form 13
Fintrust Capital Advisors, Llc12-31-2020Com500Decreased-54.550.005,000.00-54.5510.00Form 13
Coastal Bridge Advisors, Llc12-31-2020Com35,959Increased3.440.07373,000.0012.3510.37Form 13
Elco Management Co., Llc12-31-2020Com33,600Decreased-2.890.30348,000.005.1410.36Form 13
Gladstone Institutional Advisory Llc12-31-2020Com50,599New!0.000.10525,000.000.0010.38Form 13
Corefirst Bank & Trust12-31-2020Com1,125New!0.000.0112,000.000.0010.67Form 13
Morgan Stanley12-31-2020Com1,618,513Increased1.180.0016,784,000.009.7510.37Form 13
Invesco Ltd.12-31-2020Com678,000Decreased-10.630.007,031,000.00-3.0620.74Form 13
Ameritas Investment Company, Llc12-31-2020Com16,632Increased18.100.03172,000.0027.4110.34Form 13
Cetera Advisor Networks Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Jane Street Group, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Iht Wealth Management, Llc12-31-2020Com134,630Decreased-1.540.121,396,000.006.6510.37Form 13
Safeguard Investment Advisory Group, Llc12-31-2020Com347New!0.000.003,000.000.008.65Form 13
Truist Financial Corp12-31-2020Com11,268New!0.000.00116,000.000.0020.29Form 13
Retirement Group, Llc12-31-2020Com3,250New!0.000.0233,000.000.0010.15Form 13
Virtu Financial Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13