Eaton Vance Tx Mng By Wrt Op

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Eaton Vance Tx Mng By Wrt Op

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NewIncreasedMaintainedDecreasedLiquidated
2038343613
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Carroll Financial Associates, Inc.12-31-2020Cef1,175Maintained0.000.0018,000.0012.5015.32Form 13
Sound Income Strategies, Llc12-31-2020Com675Maintained0.000.0010,000.0011.1114.81Form 13
Huntington National Bank12-31-2020Exchange Traded1Maintained0.000.000.000.000.00Form 13
North Star Investment Management Corp.12-31-2020Cef0Decreased-100.000.000.00-100.000.00Form 13
Legacy Private Trust Co.12-31-2020Com21,675Maintained0.000.03333,000.0011.0015.36Form 13
Cfo4life Group, Llc12-31-2020Com10,774Increased1.630.05165,000.0012.2415.31Form 13
Sonora Investment Management, Llc12-31-2020Equities929Maintained0.000.0014,000.007.6915.07Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Cef180New!0.000.003,000.000.0016.67Form 13
First Financial Corp /in/12-31-2020Equity Funds1,500Maintained0.000.0223,000.009.5215.33Form 13
Meridian Wealth Management, Llc12-31-2020Com14,022Increased17.760.03215,000.0031.1015.33Form 13
Bartlett & Co. Llc12-31-2020Etf150Maintained0.000.002,000.000.0013.33Form 13
Total Clarity Wealth Management, Inc.12-31-2020Com18,665Decreased-7.860.20287,000.002.5015.38Form 13
Kestra Advisory Services, Llc12-31-2020Com34,740New!0.000.01532,000,000.000.0015,313.76Form 13
Kestra Private Wealth Services, Llc12-31-2020Com10,806Increased0.670.01165,000,000.0011.4915,269.29Form 13
Allred Capital Management, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Capital Cs Group, Llc12-31-2020Com14,168New!0.000.23217,000.000.0015.32Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End46,925Increased16.520.00720,000.0029.2615.34Form 13
V Wealth Advisors Llc12-31-2020Com12,115New!0.000.04186,000.000.0031.46Form 13
Wealth Alliance Advisory Group, Llc12-31-2020Com40,302Maintained0.000.33619,000.0011.1315.36Form 13
Centaurus Financial, Inc.12-31-2020Com32,092Decreased-2.050.05493,000.008.8315.36Form 13
Security National Trust Co12-31-2020Opcom675Maintained0.000.0010,000.0011.1114.81Form 13
Community Bank & Trust, Waco, Texas12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Diversified, Llc12-31-2020Com26,325New!0.000.31364,000.000.0013.83Form 13
Pinnacle Associates Ltd12-31-2020Com11,219Maintained0.000.00172,000.0010.9715.33Form 13
Cwm, Llc12-31-2020Com1,483Increased1.160.0023,000.0015.0015.51Form 13
American Institute For Advanced Investment Management, Llp12-31-2020Com86,044Increased2.331.061,321,000.0013.5915.35Form 13
Birchcreek Wealth Management, Llc12-31-2020Com22,374New!0.000.34343,000.000.0015.33Form 13
Whittier Trust Co12-31-2020Us Large-cap Equities1,245Maintained0.000.0019,000.0011.7615.26Form 13
Creative Planning12-31-2020Com31,183Decreased-2.540.00479,000.008.3715.36Form 13
Stratos Wealth Partners, Ltd.12-31-2020Com79,156Decreased-1.640.041,215,000.009.1615.35Form 13
Castle Rock Wealth Management, Llc12-31-2020Com49,274Increased12.810.31745,000.0020.5515.12Form 13
Joseph P. Lucia & Associates, Llc12-31-2020Com750Maintained0.000.0112,000.000.0016.00Form 13
Key Financial Inc12-31-2020Com333New!0.000.005,000.000.0015.02Form 13
Glenview State Bank Trust Dept.12-31-2020Common Stock14,777Maintained0.000.08227,000.0011.2715.36Form 13
Harvest Group Wealth Management, Llc12-31-2020Cef2,002Maintained0.000.0231,000.0010.7115.48Form 13
Rfg Advisory, Llc12-31-2020Com468,954Decreased-23.400.947,166,000.00-15.3715.28Form 13
Parallel Advisors, Llc12-31-2020Cef1,413Increased766.870.0022,000.001,000.0015.57Form 13
Ahrens Investment Partners Llc12-31-2020Com17,100Decreased-30.490.14262,000.00-22.9415.32Form 13
Country Trust Bank12-31-2020Common Stock297New!0.000.005,000.000.0016.84Form 13
Obermeyer Wood Investment Counsel, Lllp12-31-2020Com34,622Increased40.570.04531,000.0055.7215.34Form 13
Sandy Spring Bank12-31-2020Com2,600Maintained0.000.0040,000.0011.1115.38Form 13
Kistler-tiffany Companies, Llc12-31-2020Com39,074Increased1.910.17600,000.0013.2115.36Form 13
Focused Wealth Management, Inc12-31-2020Com31,749Decreased-10.900.09487,000.00-1.2215.34Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Com3,295Increased10.940.0151,000.0024.3915.48Form 13
Dynamic Advisor Solutions Llc12-31-2020Com14,607Decreased-6.200.02224,000.004.1915.34Form 13
Kesler, Norman & Wride, Llc12-31-2020Com10,730New!0.000.05165,000.000.0015.38Form 13
Advisornet Financial, Inc12-31-2020Cef10,781Maintained0.000.01165,000.0010.7415.30Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Com200,625Increased15.319.993,080,000.0028.0115.35Form 13
National Asset Management, Inc.12-31-2020Com13,470Increased1.440.01207,000.0012.5015.37Form 13
Glassman Wealth Services12-31-2020Com4,243New!0.000.0265,000.000.0015.32Form 13
Trustcore Financial Services, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Laurel Wealth Advisors Llc12-31-2020Com900Maintained0.000.0014,000.000.0015.56Form 13
Outlook Wealth Advisors, Llc12-31-2020Common Stock108,381Increased26.930.611,664,000.0040.9015.35Form 13
Steel Peak Wealth Management Llc12-31-2020Com21,675Decreased-8.440.03333,000.00-0.3015.36Form 13
Us Bancorp \de\12-31-2020Other3,954Maintained0.000.0061,000.0010.9115.43Form 13
Essex Financial Services, Inc.12-31-2020Sh Ben Int19,855Maintained0.000.06305,000.0010.9115.36Form 13
United Asset Strategies, Inc.12-31-2020Com77,842Decreased-4.550.191,195,000.005.9415.35Form 13
Next Financial Group, Inc12-31-2020Com1,750Decreased-7.890.0027,000.003.8515.43Form 13
Naples Global Advisors, Llc12-31-2020Com236,238Increased1.090.613,626,000.0012.1915.35Form 13
River & Mercantile Llc12-31-2020Etf14,030Maintained0.000.10215,000.0010.8215.32Form 13
Jacobi Capital Management Llc12-31-2020Com20,240Decreased-14.790.05311,000.00-5.1815.37Form 13
Fmr Llc12-31-2020Com2Maintained0.000.000.000.000.00Form 13
Advisory Services Network, Llc12-31-2020Cef1,000Decreased-17.700.0015,000.00-11.7615.00Form 13
Seacrest Wealth Management, Llc12-31-2020Com13,932Increased5.050.03214,000.0016.9415.36Form 13
Nan Shan Life Insurance Co., Ltd.12-31-2020Com70,674Maintained0.000.021,085,000.0016.9215.35Form 13
Princeton Global Asset Management Llc12-31-2020Cef3,301Maintained0.000.0251,000.0010.8715.45Form 13
Arkadios Wealth Advisors12-31-2020Cef63,013Maintained0.000.20967,000.000.0015.35Form 13
Wells Fargo & Company/mn12-31-2020Com338,052Increased9.890.005,189,000.0021.9846.42Form 13
D.a. Davidson & Co.12-31-2020Com14,946Increased0.300.00229,000.0011.1715.32Form 13
Hightower Advisors, Llc12-31-2020Com26,410Decreased-1.040.00406,000.009.7315.37Form 13
Mirae Asset Global Investments Co., Ltd.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Anfield Capital Management, Llc12-31-2020Com215,391Decreased-10.621.413,306,000.00-0.8115.35Form 13
Biltmore Capital Advisors Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Advisor Group Holdings, Inc.12-31-2020Com541,091Increased27.360.028,306,000.0041.31122.84Form 13
Keystone Financial Group12-31-2020Mf Closed And Mf Open18,685Increased3.280.06287,000.0012.5515.36Form 13
Franklin Resources Inc12-31-2020Com316,267Increased0.620.004,855,000.0011.6915.35Form 13
Bank Of America Corp /de/12-31-2020Com1,104,571Decreased-5.240.0016,955,000.003.0230.65Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020Com13,891Decreased-9.940.02213,000.00-3.1815.33Form 13
Wetherby Asset Management Inc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Wetherby Asset Management Inc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Rmb Capital Management, Llc12-31-2020Com72,442Decreased-4.590.041,112,000.005.9015.35Form 13
O'shaughnessy Asset Management, Llc12-31-2020Common0Liquidated!-100.000.000.000.000.00Form 13
Ubs Group Ag12-31-2020Com567,749Decreased-2.770.008,715,000.007.9130.79Form 13
Lakeview Capital Partners, Llc12-31-2020Com11,266Decreased-5.450.08173,000.004.8515.36Form 13
Mutual Advisors, Llc12-31-2020Com150,531Increased2.270.172,311,000.0011.2115.35Form 13
Valeo Financial Advisors, Llc12-31-2020Cef3,585Maintained0.000.0055,000.0010.0015.34Form 13
Steward Partners Investment Advisory, Llc12-31-2020Closed End Funds - Taxable10,740Increased8.810.00165,000.0020.4415.36Form 13
Cresset Asset Management, Llc12-31-2020Com50,956New!0.000.01782,000.000.0015.35Form 13
Bellevue Asset Management, Llc12-31-2020Com333Maintained0.000.005,000.000.0015.02Form 13
Barclays Plc12-31-2020Fund0Liquidated!-100.000.000.000.000.00Form 13
Commonwealth Equity Services, Llc12-31-2020Com189,535Increased0.310.012,909,000.0011.3315.35Form 13
Oppenheimer & Co Inc12-31-2020Com159,409Decreased-6.180.052,447,000.002.0015.35Form 13
Citigroup Inc12-31-2020Com48,686Increased146.260.00747,000.00173.6315.34Form 13
Tompkins Financial Corp12-31-2020Equities/exchange Traded Funds300Maintained0.000.005,000.000.0016.67Form 13
Enterprise Financial Services Corp12-31-2020Other6,943Decreased-56.620.02107,000.00-51.5815.41Form 13
Eaton Vance Management12-31-2020Mutual Fund19,605Maintained0.000.00301,000.0011.0715.35Form 13
Raymond James & Associates12-31-2020Com142,886Decreased-3.020.002,193,000.007.6115.35Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com49,397Decreased-7.270.00758,000.002.8515.35Form 13
Advisors Asset Management, Inc.12-31-2020Com37,120Decreased-0.070.01570,000.0010.8915.36Form 13
Weiss Asset Management Lp12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Hbk Sorce Advisory Llc12-31-2020Com52,937Increased6.640.05813,000.0018.3415.36Form 13
J.w. Cole Advisors, Inc.12-31-2020Com20,437Decreased-69.950.03314,000.00-66.6315.36Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com308,616Decreased-8.090.014,737,000.002.0015.35Form 13
Highlander Capital Management, Llc12-31-2020Equities934Increased2.300.0114,000.007.6914.99Form 13
Prospera Financial Services Inc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Strategic Wealth Advisors Group, Llc12-31-2020Com299,344Increased0.290.254,595,000.0011.3115.35Form 13
Wealthcare Advisory Partners Llc12-31-2020Common24,118Increased129.300.03370,000.00155.1715.34Form 13
Keeley-teton Advisors, Llc12-31-2020Com29,406Increased4.100.06451,000.0013.0315.34Form 13
Legacy Wealth Partners, Inc.12-31-2020Com28,299Decreased-0.370.27434,000.0010.4315.34Form 13
Rockefeller Capital Management L.p.12-31-2020Com20,294Increased2.310.00311,000.0011.0715.32Form 13
Cary Street Partner Investment Advisory Llc12-31-2020Preferred0Liquidated!-100.000.000.000.000.00Form 13
Texas Capital Bank Wealth Management Services Inc12-31-2020Com66,352Decreased-7.950.151,019,000.002.2115.36Form 13
Charter Oak Capital Management, Llc12-31-2020Com2,456New!0.000.0138,000.000.0015.47Form 13
Altus Wealth Group Llc12-31-2020Com2,875New!0.000.0444,000.000.0015.30Form 13
M&t Bank Corp12-31-2020Com14,229Maintained0.000.00218,000.0010.6630.38Form 13
Mml Investors Services, Llc12-31-2020Com216,990Decreased-15.350.043,331,000.00-7.9615.35Form 13
Stifel Financial Corp12-31-2020Com71,322Decreased-7.510.001,095,000.002.6215.35Form 13
Ameriprise Financial Inc12-31-2020Com563,771Increased8.960.008,635,000.0018.1930.65Form 13
Montag A & Associates Inc12-31-2020Com5,900New!0.000.0191,000.000.0015.42Form 13
Mercer Global Advisors Inc /adv12-31-2020Com67,155Maintained0.000.011,031,000.0010.9815.35Form 13
Goldman Sachs Group Inc12-31-2020Cmn29,430Decreased-26.390.00452,000.00-20.0015.36Form 13
Royal Bank Of Canada12-31-2020Com531,026Increased0.840.008,151,000.0011.9246.03Form 13
Colony Group Llc12-31-2020Closed-end Etf19,642Maintained0.000.01302,000.0011.0315.38Form 13
Wedbush Securities Inc12-31-2020Com34,134Increased9.640.05524,000.0021.5815.35Form 13
Hilltop Holdings Inc.12-31-2020Com154,720Increased199.860.332,375,000.00232.6315.35Form 13
Guggenheim Capital Llc12-31-2020Com571,867Decreased-14.240.058,779,000.00-4.7931.00Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Com200Maintained0.000.003,000.000.0015.00Form 13
55i, Llc12-31-2020Com12,137New!0.000.01186,000.000.0015.33Form 13
Principle Wealth Partners Llc12-31-2020Cef12,800Decreased-41.280.03196,000.00-34.8815.31Form 13
Tradition Wealth Management, Llc12-31-2020Closed End Mutl Fund2,220New!0.000.0134,000.000.0015.32Form 13
Corefirst Bank & Trust12-31-2020Com937New!0.000.0114,000.000.0014.94Form 13
Fifth Third Bancorp12-31-2020Com5,740Maintained0.000.0088,000.0011.3915.33Form 13
First Manhattan Co12-31-2020Com15,088Increased2.380.00231,000.0013.7915.31Form 13
Morgan Stanley12-31-2020Com942,405Increased13.140.0014,466,000.0022.9915.35Form 13
Invesco Ltd.12-31-2020Com613,331Decreased-1.150.009,414,000.007.4530.68Form 13
United Capital Financial Advisers, Llc12-31-2020Closed End Funds0Liquidated!-100.000.000.000.000.00Form 13
Cetera Advisor Networks Llc12-31-2020Com25,236Increased26.920.01387,000.0037.7215.34Form 13
Cetera Investment Advisers12-31-2020Com13,090New!0.000.00201,000.000.0015.36Form 13
Truist Financial Corp12-31-2020Com39,684New!0.000.00609,000.000.0045.97Form 13
Retirement Group, Llc12-31-2020Com37,572New!0.000.26576,000.000.0015.33Form 13
Principal Financial Group Inc12-31-2020Com25,329Maintained0.000.00389,000.000.0015.36Form 13