Ticker: EVMO CUSIP: 61774R767 Class: EATON VANCE MORT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| American National Bank of Texas | 110,169 | $5,589 |
| WEALTHSPAN PARTNERS, LLC | 28,529 | $1,447 |
| Elyxium Wealth, LLC | 31,348 | $1,590 |
| OPTIMA CAPITAL LLC | 15,941 | $809 |
| Gateway Wealth Partners, LLC | 50,252 | $2,550 |
| Bleakley Financial Group, LLC | 187,911 | $9,534 |
| Certified Advisory Corp | 42,658 | $2,164 |
| Gladstone Institutional Advisory LLC | 19,668 | $998 |
| NewEdge Advisors, LLC | 41,186 | $2,090 |
| MGO ONE SEVEN LLC | 8,723 | $443 |
| Janney Montgomery Scott LLC | 129,599 | $7 |
| Global Wealth Strategies & Associates | 75 | $4 |
| BANK OF AMERICA CORP /DE/ | 140 | $7 |
| Thrivent Financial for Lutherans | 8,386 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bensler, LLC | 631,521 | 707,053 | +75,532 (+12.0%) |
| Eagle Bay Advisors LLC | 63,666 | 65,628 | +1,962 (+3.1%) |
| TBH Global Asset Management, LLC | 91,772 | 104,983 | +13,211 (+14.4%) |
| Investor's Fiduciary Advisor Network, LLC | 19,540 | 47,710 | +28,170 (+144.2%) |
| Brookwood Investment Group LLC | 228,128 | 234,350 | +6,222 (+2.7%) |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 5,740 | 11,562 | +5,822 (+101.4%) |
| U.S. Capital Wealth Advisors, LLC | 28,750 | 105,083 | +76,333 (+265.5%) |
| HBW ADVISORY SERVICES LLC | 80,154 | 88,412 | +8,258 (+10.3%) |
| Hennion & Walsh Asset Management, Inc. | 180,822 | 191,093 | +10,271 (+5.7%) |
| PRIVATE TRUST CO NA | 8,705 | 14,263 | +5,558 (+63.8%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 703,736 | 714,503 | +10,767 (+1.5%) |
| Chicago Partners Investment Group LLC | 5,713 | 14,792 | +9,079 (+158.9%) |
| LPL Financial LLC | 1,675,285 | 1,935,015 | +259,730 (+15.5%) |
| MORGAN STANLEY | 4,274,774 | 4,685,999 | +411,225 (+9.6%) |
| OSAIC HOLDINGS, INC. | 49,507 | 98,008 | +48,501 (+98.0%) |
| WELLS FARGO & COMPANY/MN | 14,434 | 113,554 | +99,120 (+686.7%) |
| RAYMOND JAMES FINANCIAL INC | 327,368 | 368,336 | +40,968 (+12.5%) |
| IFG Advisory, LLC | 8,187 | 9,939 | +1,752 (+21.4%) |
| Prospera Financial Services Inc | 7,937 | 10,175 | +2,238 (+28.2%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 191 | 6,785 | +6,594 (+3452.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Atlas Wealth LLC | 29,146 | 24,125 | -5,021 (-17.2%) |
| Measured Wealth Private Client Group, LLC | 3,143 | 1,013 | -2,130 (-67.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 405,955 | 272,605 | -133,350 (-32.8%) |
| GOLDMAN SACHS GROUP INC | 38,654 | 4,116 | -34,538 (-89.4%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 12,394 | 6,163 | -6,231 (-50.3%) |
| UBS Group AG | 290,982 | 278,966 | -12,016 (-4.1%) |
| Cetera Investment Advisers | 43,074 | 35,652 | -7,422 (-17.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 102,265 | 98,906 | -3,359 (-3.3%) |
| Kingsview Wealth Management, LLC | 10,073 | 9,681 | -392 (-3.9%) |
| MML INVESTORS SERVICES, LLC | 7,239 | 6,795 | -444 (-6.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Rede Wealth, LLC | 63,666 | $3,230 |
| Corient Private Wealth LLC | 75,066 | $3,795 |
| PRINCIPAL SECURITIES, INC. | 4,199 | $212 |
| CITADEL ADVISORS LLC | 25,064 | $1,267 |
| Rockefeller Capital Management L.P. | 726 | $37 |
| MAI Capital Management | 16 | $1 |