EATON VANCE TX ADV GLBL DIV
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 76,497 | 398,083 | +321,586 | 0.56 | 2.79 | +2.23 | buy |
| Avantax Planning Partners, Inc. | 15,655 | 18,303 | +2,648 | 0.01 | 0.01 | -0.00 | buy |
| Dakota Wealth Management | 12,089 | 13,264 | +1,175 | 0.00 | 0.01 | +0.00 | buy |
| McGowan Group Asset Management, Inc. | 623,768 | 624,406 | +638 | 1.79 | 1.60 | -0.19 | buy |
| Joel Isaacson & Co., LLC | 30,626 | 30,892 | +266 | 0.02 | 0.02 | -0.00 | buy |
| Accel Wealth Management | 10,990 | 11,075 | +85 | 0.07 | 0.06 | -0.01 | buy |
| Ausdal Financial Partners, Inc. | 10,023 | 10,068 | +45 | 0.01 | 0.01 | -0.00 | buy |
| 180 WEALTH ADVISORS, LLC | 19,016 | 18,805 | -211 | 0.05 | 0.04 | -0.01 | sell |
| Formidable Asset Management, LLC | 15,966 | 15,733 | -233 | 0.05 | 0.06 | +0.01 | sell |
| Wagner Wealth Management, LLC | 85,813 | 85,374 | -439 | 0.42 | 0.35 | -0.07 | sell |
| Heron Bay Capital Management | 312,034 | 311,443 | -591 | 1.37 | 0.58 | -0.80 | sell |
| WealthTrust Axiom LLC | 121,744 | 118,579 | -3,165 | 0.72 | 0.59 | -0.14 | sell |
| Hennion & Walsh Asset Management, Inc. | 119,625 | 113,239 | -6,386 | 0.10 | 0.08 | -0.02 | sell |
| COHEN & STEERS, INC. | 148,868 | 128,868 | -20,000 | 0.01 | 0.00 | -0.00 | sell |