Ticker: EVSD CUSIP: 61774R825 Class: EATON VANCE SHOR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fortress Wealth Group, LLC | 71,250 | $3,667 |
| Gateway Wealth Partners, LLC | 52,003 | $2,675 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 37,847 | $1,947 |
| MGO ONE SEVEN LLC | 128,587 | $6,615 |
| Note Advisors, LLC | 4,364 | $225 |
| MidAtlantic Capital Management, Inc. | 1,493 | $77 |
| STUDIO INVESTMENT MANAGEMENT LLC | 4,050 | $208 |
| Sanctuary Advisors, LLC | 59,779 | $3,075 |
| Clayton Financial Group LLC | 1,148 | $59 |
| PFG Advisors | 6,459 | $332 |
| STEPHENS INC /AR/ | 8,451 | $435 |
| IFP Advisors, Inc | 3,018 | $155 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,299 | $530 |
| WELLS FARGO & COMPANY/MN | 212 | $11 |
| HRT FINANCIAL LP | 6,164 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tilson Financial Group, Inc. | 287,831 | 322,180 | +34,349 (+11.9%) |
| Platform Technology Partners | 196,128 | 249,401 | +53,273 (+27.2%) |
| Systelligence, LLC | 122,362 | 163,375 | +41,013 (+33.5%) |
| Per Stirling Capital Management, LLC. | 317,282 | 336,990 | +19,708 (+6.2%) |
| Eldridge Investment Advisors, Inc. | 22,750 | 55,895 | +33,145 (+145.7%) |
| Nemes Rush Group LLC | 189,323 | 196,156 | +6,833 (+3.6%) |
| Core Wealth Advisors, Inc. | 4,525 | 9,639 | +5,114 (+113.0%) |
| D.A. DAVIDSON & CO. | 98,385 | 193,341 | +94,956 (+96.5%) |
| Savvy Advisors, Inc. | 4,914 | 23,494 | +18,580 (+378.1%) |
| IHT Wealth Management, LLC | 143,544 | 154,776 | +11,232 (+7.8%) |
| Dynamic Advisor Solutions LLC | 15,475 | 26,002 | +10,527 (+68.0%) |
| AMERIPRISE FINANCIAL INC | 306,136 | 734,677 | +428,541 (+140.0%) |
| Private Advisor Group, LLC | 87,016 | 121,946 | +34,930 (+40.1%) |
| MORGAN STANLEY | 5,224,673 | 5,873,132 | +648,459 (+12.4%) |
| Cherry Creek Investment Advisors, Inc. | 9,064 | 9,619 | +555 (+6.1%) |
| LPL Financial LLC | 522,752 | 746,005 | +223,253 (+42.7%) |
| Janney Montgomery Scott LLC | 19,654 | 195,285 | +175,631 (+893.6%) |
| MML INVESTORS SERVICES, LLC | 55,153 | 90,267 | +35,114 (+63.7%) |
| ROYAL BANK OF CANADA | 872 | 129,806 | +128,934 (+14786.0%) |
| RAYMOND JAMES FINANCIAL INC | 96,892 | 172,146 | +75,254 (+77.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WEALTHSPAN PARTNERS, LLC | 122,659 | 116,170 | -6,489 (-5.3%) |
| WBI INVESTMENTS, INC. | 20,691 | 15,739 | -4,952 (-23.9%) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 59,766 | 57,686 | -2,080 (-3.5%) |
| MMA ASSET MANAGEMENT LLC | 8,272 | 7,084 | -1,188 (-14.4%) |
| Waverly Advisors, LLC | 121,141 | 109,874 | -11,267 (-9.3%) |
| NorthLanding Financial Partners, LLC | 8,831 | 8,674 | -157 (-1.8%) |
| Chicago Partners Investment Group LLC | 10,909 | 6,140 | -4,769 (-43.7%) |
| ASSETMARK, INC | 95,969 | 72,578 | -23,391 (-24.4%) |
| COMERICA BANK | 31,651 | 18,478 | -13,173 (-41.6%) |
| CITADEL ADVISORS LLC | 55,435 | 18,159 | -37,276 (-67.2%) |
| PFG Investments, LLC | 5,213 | 4,773 | -440 (-8.4%) |
| Farther Finance Advisors, LLC | 2,502 | 2,143 | -359 (-14.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| VESTOR CAPITAL, LLC | 931,595 | $48 |
| Strategic Financial Concepts, LLC | 5,356 | $275 |
| StoneX Group Inc. | 23,500 | $1,208 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 89 | $5 |