Eaton Vance Tx Mgd Div Eq Incm Com

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Eaton Vance Tx Mgd Div Eq Incm Com

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NewIncreasedMaintainedDecreasedLiquidated
2744483018
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc12-31-2020Cef333Maintained0.000.004,000.0033.3312.01Form 13
Webster Bank, N. A.12-31-2020Com4,825Maintained0.000.0159,000.0011.3212.23Form 13
Sound Income Strategies, Llc12-31-2020Com700Maintained0.000.009,000.0012.5012.86Form 13
City Holding Co12-31-2020Mutual Funds-equities229Decreased-69.050.003,000.00-62.5013.10Form 13
Raymond James Trust N.a.12-31-2020Etf / Closed En90,247Increased45.120.041,106,000.0063.3724.51Form 13
Pinnacle Financial Partners Inc12-31-2020Com12,824Maintained0.000.01140,000.000.0010.92Form 13
Sonora Investment Management, Llc12-31-2020Equities420Maintained0.000.005,000.000.0011.90Form 13
Sowell Financial Services Llc12-31-2020Cef2,311Maintained0.000.0028,000.0012.0012.12Form 13
Global Retirement Partners, Llc12-31-2020Com1,246Maintained0.000.0015,000.007.1412.04Form 13
Bogart Wealth, Llc12-31-2020Cef2,882Maintained0.000.0135,000.0012.9012.14Form 13
Pflug Koory, Llc12-31-2020Com5,000Maintained0.000.0461,000.0012.9612.20Form 13
Americana Partners, Llc12-31-2020Com14,000Maintained0.000.13171,000.0014.0012.21Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Cef500Maintained0.000.006,000.0020.0012.00Form 13
Miracle Mile Advisors, Llc12-31-2020Cef16,122Maintained0.000.01197,000.0011.9312.22Form 13
Mission Wealth Management, Lp12-31-2020Com16,499Maintained0.000.01202,000.0012.2212.24Form 13
Wealthstreet Investment Advisors, Llc12-31-2020Com10,200Maintained0.000.01125,000.0012.6112.25Form 13
Johnson Midwest Financial, Llc12-31-2020Com1,500New!0.000.0218,000.000.0012.00Form 13
Ellis Investment Partners, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Liberty One Investment Management, Llc12-31-2020Com49,114Decreased-6.710.11602,000.005.0612.26Form 13
Kestra Advisory Services, Llc12-31-2020Com20,710New!0.000.00254,000,000.000.0012,264.61Form 13
David J Yvars Group12-31-2020Com49,620New!0.000.41608,000.000.0012.25Form 13
Kestra Private Wealth Services, Llc12-31-2020Com12,613Increased0.020.01155,000,000.0013.1412,288.91Form 13
Moneco Advisors, Llc12-31-2020Com17,932Maintained0.000.12222,000.0013.8512.38Form 13
International Assets Investment Management, Llc12-31-2020Com37,698New!0.000.09508,306,000.000.0013,483.63Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End165,267Increased21.190.012,025,000.0036.3612.25Form 13
Centaurus Financial, Inc.12-31-2020Com39,830Decreased-4.670.05488,000.007.2512.25Form 13
Allworth Financial Lp12-31-2020Com3,863Maintained0.000.0047,000.0011.9012.17Form 13
Hc Financial Advisors Inc12-31-2020Com800Maintained0.000.0110,000.0011.1112.50Form 13
Manchester Financial Inc12-31-2020Com1,816Increased7.710.0122,000.0022.2212.11Form 13
Usca Ria Llc12-31-2020Com12,630Maintained0.000.01155,000.000.0012.27Form 13
Cwm, Llc12-31-2020Com13,825Increased45.530.00169,000.0064.0812.22Form 13
Gwm Advisors Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Community Bank, N.a.12-31-2020Closed End Mutual Funds56New!0.000.001,000.000.0017.86Form 13
Hhm Wealth Advisors, Llc12-31-2020Com2,000Maintained0.000.0125,000.0013.6412.50Form 13
Cedar Mountain Advisors, Llc12-31-2020Com768Maintained0.000.009,000.0012.5011.72Form 13
Comerica Bank12-31-2020Clo23,333Maintained0.001.84290,000.000.0012.43Form 13
Formidable Asset Management, Llc12-31-2020Com48,454Maintained0.000.14584,000.000.0012.05Form 13
Stratos Wealth Partners, Ltd.12-31-2020Com56,799Increased5.510.02696,000.0018.7712.25Form 13
Cypress Capital Management Llc (wy)12-31-2020Com5,300Maintained0.000.0665,000.0010.1712.26Form 13
Fortem Financial Group, Llc12-31-2020Com2,500New!0.000.0231,000.000.0012.40Form 13
Key Financial Inc12-31-2020Com1,599Maintained0.000.0120,000.000.0012.51Form 13
Atlas Private Wealth Advisors12-31-2020Mf Closed And Mf Open3,350Maintained0.000.0341,000.0013.8912.24Form 13
Central Trust Co12-31-2020Mutual Funds -440Maintained0.000.205,000.000.0011.36Form 13
Institute For Wealth Management, Llc.12-31-2020Com10,300Maintained0.000.03126,000.0012.5012.23Form 13
Envestnet Asset Management Inc12-31-2020Com32,919Decreased-3.120.00403,000.008.9212.24Form 13
Rfg Advisory, Llc12-31-2020Com1,354,335Decreased-18.962.1916,740,000.00-8.0212.36Form 13
Parallel Advisors, Llc12-31-2020Cef5,000Maintained0.000.0061,000.0012.9612.20Form 13
Reilly Financial Advisors, Llc12-31-2020Com3,220Maintained0.000.0039,000.0011.4312.11Form 13
Shaker Financial Services, Llc12-31-2020Com52,161Maintained0.000.27639,000.000.0012.25Form 13
Financial Management Professionals, Inc.12-31-2020Com1,000Maintained0.000.0012,000.009.0912.00Form 13
Focused Wealth Management, Inc12-31-2020Com26,613Decreased-6.270.06326,000.005.5012.25Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Com7,600Decreased-68.700.0293,000.00-64.7712.24Form 13
Syverson Strege & Co12-31-2020Com2,199New!0.000.0327,000.000.0012.28Form 13
Flaharty Asset Management, Llc12-31-2020Com226,487New!0.000.692,774,000.000.0012.25Form 13
Advisornet Financial, Inc12-31-2020Cef103,028Increased7.230.101,262,000.0020.6512.25Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Com524,089Decreased-3.769.996,420,000.008.2612.25Form 13
National Asset Management, Inc.12-31-2020Com36,523Increased58.620.02448,000.0078.4912.27Form 13
Harbor Investment Advisory, Llc12-31-2020Cef7,812Maintained0.000.0296,000.0012.9412.29Form 13
Glassman Wealth Services12-31-2020Com20,935Increased34.670.06256,000.0051.4812.23Form 13
Rb Capital Management, Llc12-31-2020Com13,277Decreased-58.680.08163,000.00-53.9512.28Form 13
Orion Portfolio Solutions, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Us Bancorp \de\12-31-2020Other487Maintained0.000.006,000.0020.0012.32Form 13
Doliver Advisors, Lp12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc12-31-2020Com4,072Maintained0.000.0050,000.0013.6412.28Form 13
Blue Chip Partners, Inc.12-31-2020Com15,015Increased2.280.03184,000.0015.0012.25Form 13
Claraphi Advisory Network, Llc12-31-2020Com19,672Decreased-18.810.07241,000.00-7.6612.25Form 13
Capital Wealth Alliance, Llc12-31-2020Com21,001Increased33.430.19259,000.0053.2512.33Form 13
Phoenix Wealth Advisors12-31-2020Com1,254New!0.000.0115,000.000.0011.96Form 13
Parsons Capital Management Inc/ri12-31-2020Com205,052Decreased-0.450.222,512,000.0011.9912.25Form 13
Arete Wealth Advisors, Llc12-31-2020Com29,718Decreased-2.550.05364,000.009.9712.25Form 13
Lido Advisors, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Flagship Harbor Advisors, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Mine & Arao Wealth Creation & Management, Llc.12-31-2020Com3,225New!0.000.0340,000.000.0012.40Form 13
Fmr Llc12-31-2020Com2New!0.000.000.000.000.00Form 13
Bessemer Group Inc12-31-2020Fft8,500Maintained0.000.00104,000.0011.8312.24Form 13
Equitable Holdings, Inc.12-31-2020Com26,847Maintained0.000.01329,000.0012.6712.25Form 13
Parkside Financial Bank & Trust12-31-2020Com2,683New!0.000.0133,000.000.0012.30Form 13
Landscape Capital Management, L.l.c.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc12-31-2020Cef363Increased2.250.004,000.0033.3311.02Form 13
Mcf Advisors Llc12-31-2020Com1,744Maintained0.000.0021,000.0010.5312.04Form 13
Princeton Global Asset Management Llc12-31-2020Cef2,103Maintained0.000.0126,000.0013.0412.36Form 13
Arkadios Wealth Advisors12-31-2020Cef4,473New!0.000.0154,000.000.0012.07Form 13
Wells Fargo & Company/mn12-31-2020Com914,464Increased43.620.0011,202,000.0061.5536.75Form 13
Assetmark, Inc12-31-2020Com2,700Maintained0.000.0033,000.0013.7912.22Form 13
Hightower Advisors, Llc12-31-2020Com307,039Increased5.310.023,761,000.0018.6112.25Form 13
Tradewinds Capital Management, Llc12-31-2020Com919Maintained0.000.0011,000.0010.0011.97Form 13
Biltmore Capital Advisors Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Aptus Capital Advisors, Llc12-31-2020Com195,288Increased0.150.112,392,000.0012.6712.25Form 13
Advisor Group Holdings, Inc.12-31-2020Com238,699Increased6.950.002,923,000.0020.4497.64Form 13
King Luther Capital Management Corp12-31-2020Com10,000Maintained0.000.00123,000.0012.8412.30Form 13
Franklin Resources Inc12-31-2020Com23,945Maintained0.000.00293,000.0012.2624.42Form 13
Bank Of America Corp /de/12-31-2020Com492,142Decreased-4.700.006,028,000.008.2824.25Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020Com26,735Increased7.260.03328,000.0014.2912.27Form 13
Stephens Inc /ar/12-31-2020Com24,333Increased0.280.01298,000.0013.7412.25Form 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, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Cerity Partners Llc12-31-2020Closed End Fund50,775Increased277.370.02622,000.00323.1312.25Form 13
Moors & Cabot, Inc.12-31-2020Com13,825Increased8.360.01168,000.0020.8612.15Form 13
Ubs Group Ag12-31-2020Com709,943Increased71.780.008,697,000.0093.2224.39Form 13
Lakeview Capital Partners, Llc12-31-2020Com11,329Increased2.280.06139,000.0014.8812.27Form 13
Baird Financial Group, Inc.12-31-2020Common289,726Decreased-1.800.013,549,000.0010.4612.25Form 13
Krilogy Financial Llc12-31-2020Com10,364Maintained0.000.02127,000.0013.3912.25Form 13
Mutual Advisors, Llc12-31-2020Com12,100Decreased-5.410.01148,000.007.2512.23Form 13
Valeo Financial Advisors, Llc12-31-2020Cef2,028Decreased-51.130.0025,000.00-44.4412.33Form 13
Steward Partners Investment Advisory, Llc12-31-2020Closed End Funds - Taxable50,150Increased14.130.01614,000.0028.1812.24Form 13
Wealth Alliance12-31-2020Cef10,627Maintained0.009.99130,000.0012.0712.23Form 13
Barclays Plc12-31-2020Fund0Liquidated!-100.000.000.000.000.00Form 13
Commonwealth Equity Services, Llc12-31-2020Com207,928Increased30.630.012,547,000.0046.9712.25Form 13
Northern Trust Corp12-31-2020Com18,706Maintained0.000.00229,000.0012.2512.24Form 13
Citigroup Inc12-31-2020Com123,878Increased19.080.001,518,000.0033.9812.25Form 13
Eaton Vance Management12-31-2020Mutual Fund31,212Increased6.100.00382,000.0019.3812.24Form 13
Raymond James & Associates12-31-2020Com941,313Increased4.870.0111,531,000.0017.9612.25Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com9,123Increased7.470.00112,000.0021.7412.28Form 13
Wolverine Asset Management Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Advisors Asset Management, Inc.12-31-2020Com264,439Decreased-17.500.053,239,000.00-7.2212.25Form 13
Cibc Private Wealth Group, Llc12-31-2020Com20,000New!0.000.00245,000.000.0012.25Form 13
Brown Advisory Securities, Llc12-31-2020Com10,640Increased1.230.02130,000.0014.0412.22Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com417,988Decreased-6.370.015,120,000.005.3312.25Form 13
Merit Financial Group, Llc12-31-2020Com91,750Decreased-10.620.111,124,000.000.5412.25Form 13
Dakota Wealth Management12-31-2020Com20,120Decreased-30.670.03246,000.00-22.1523.67Form 13
Pointe Capital Management Llc12-31-2020Cef225,446Decreased-5.632.362,762,000.006.1512.25Form 13
Rockefeller Capital Management L.p.12-31-2020Com65,337Decreased-2.700.01800,000.0010.5012.24Form 13
Inspire Advisors, Llc12-31-2020Com20New!0.000.000.000.000.00Form 13
Altus Wealth Group Llc12-31-2020Com1,731New!0.000.0221,000.000.0012.13Form 13
Insight Advisors, Llc/ Pa12-31-2020Com13,250New!0.000.06162,000.000.0012.23Form 13
M&t Bank Corp12-31-2020Com11,000Maintained0.000.00135,000.0012.5024.64Form 13
Mml Investors Services, Llc12-31-2020Com13,470Decreased-1.070.00165,000.0012.2412.25Form 13
Pnc Financial Services Group, Inc.12-31-2020Com79,249Decreased-21.100.00971,000.00-10.4236.76Form 13
Stifel Financial Corp12-31-2020Com320,705Increased4.650.013,929,000.0017.7412.25Form 13
Ameriprise Financial Inc12-31-2020Com374,984Decreased-8.750.004,560,000.002.9324.47Form 13
Goldman Sachs Group Inc12-31-2020Cmn0Liquidated!-100.000.000.000.000.00Form 13
Bank Of Montreal /can/12-31-2020Com142,243Increased1.770.001,752,000.0014.3612.32Form 13
Bokf, Na12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Royal Bank Of Canada12-31-2020Com263,525Decreased-13.380.003,229,000.00-2.5437.87Form 13
Karpus Management, Inc.12-31-2020Com1,573,302Decreased-25.600.6119,273,000.00-16.3112.25Form 13
Wedbush Securities Inc12-31-2020Com25,370Increased22.820.03311,000.0038.2212.26Form 13
Guggenheim Capital Llc12-31-2020Com883,392Decreased-8.570.0710,822,000.002.8512.25Form 13
Cohen & Steers, Inc.12-31-2020Com600,750Increased14.300.027,359,000.0028.5612.25Form 13
Mariner, Llc12-31-2020Com21,066Increased13.160.00258,000.0027.0912.25Form 13
Frontier Wealth Management Llc12-31-2020Com16,778Maintained0.000.02206,000.0013.8112.28Form 13
Fintrust Capital Advisors, Llc12-31-2020Com1,005Increased2.240.0012,000.009.0911.94Form 13
Elco Management Co., Llc12-31-2020Com62,750Increased2.530.66769,000.0015.4712.25Form 13
Principle Wealth Partners Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Inscription Capital, Llc12-31-2020Etf14,000Decreased-43.550.07172,000.00-36.3012.29Form 13
Williams Jones Wealth Management, Llc.12-31-2020Cs19,477New!0.000.00239,000.000.0012.27Form 13
Kingsview Wealth Management, Llc12-31-2020Com84,927Increased4.170.081,040,000.0017.1212.25Form 13
Heron Bay Capital Management12-31-2020Com700,883New!0.009.998,586,000.000.0012.25Form 13
Tradition Wealth Management, Llc12-31-2020Closed End Mutl Fund4,623New!0.000.0157,000.000.0012.33Form 13
Corefirst Bank & Trust12-31-2020Com3,625New!0.000.0344,000.000.0012.14Form 13
True Link Financial Advisors, Llc12-31-2020Cs132,924New!0.000.261,628,000.000.0012.25Form 13
Fifth Third Bancorp12-31-2020Com14,570Increased25.930.00178,000.0041.2712.22Form 13
Morgan Stanley12-31-2020Com11,892,623Increased1.970.02145,685,000.0015.8824.50Form 13
Invesco Ltd.12-31-2020Com1,601,219Decreased-4.690.0119,615,000.008.3124.50Form 13
Ameritas Investment Company, Llc12-31-2020Com21,150Increased18.660.05259,000.0034.9012.25Form 13
Deutsche Bank Ag\12-31-2020Com1,917Increased2.190.0023,000.0015.0012.00Form 13
Cetera Advisors Llc12-31-2020Com27,848Increased1.700.01341,000.0015.5912.25Form 13
Cetera Advisor Networks Llc12-31-2020Com27,653Increased2.150.01339,000.0016.1012.26Form 13
Cetera Investment Advisers12-31-2020Com31,862New!0.000.01390,000.000.0012.24Form 13
Iht Wealth Management, Llc12-31-2020Managed Dive Com27,431New!0.000.03336,000.000.0012.25Form 13
Eudaimonia Partners, Llc12-31-2020Closed End Funds4,098Maintained0.000.0150,000.0011.1112.20Form 13
Truist Financial Corp12-31-2020Com66,117New!0.000.00810,000.000.0036.77Form 13
Edmonds Duncan Registered Investment Advisors, Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Retirement Group, Llc12-31-2020Com5,656New!0.000.0369,000.000.0012.20Form 13
Fort Pitt Capital Group, Llc12-31-2020Com1,000Increased99900.000.0012,000.000.0012.00Form 13
M Holdings Securities, Inc.12-31-2020Com18,000New!0.000.03221,000.000.0012.28Form 13