EATON VANCE TX MGD DIV EQ IN shareholder history

Current and past EATON VANCE TX MGD DIV EQ IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.17%0.28%0.41%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.02%0.06%0.12%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.03%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.04%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.00%0.03%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 4010.02%0.04%0.06%Q2 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.00%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 27140.01%0.02%0.09%Q2 2013Q3 202341
Advisors Asset Management, Inc. 41410.03%0.22%0.59%Q2 2013Q2 202341
Focused Wealth Management, Inc 41410.04%0.15%0.37%Q3 2013Q3 202341
Janney Montgomery Scott LLC 29110.01%0.01%0.02%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.06%0.12%Q4 2013Q3 202340
CITY HOLDING CO 40400.00%0.01%0.03%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.01%0.04%Q1 2014Q3 202339
CITIGROUP INC 39390.00%0.00%0.00%Q2 2013Q4 202239
EATON VANCE MANAGEMENT 38380.00%0.00%0.00%Q2 2013Q3 202238
Cypress Capital Management LLC (WY) 36360.05%0.17%0.70%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
BESSEMER GROUP INC 36360.00%0.00%0.00%Q2 2013Q1 202236
Allworth Financial LP 35350.00%0.00%0.02%Q1 2015Q3 202335
Formidable Asset Management, LLC 1510.10%0.23%0.55%Q3 2013Q3 202334
Pointe Capital Management LLC 2771.26%2.59%3.92%Q1 2015Q3 202334
FIFTH THIRD BANCORP 3310.00%0.00%0.00%Q4 2014Q3 202334
Creative Planning 2770.00%0.00%0.00%Q2 2013Q3 202334
Relative Value Partners Group, LLC 34340.01%0.28%1.52%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
TRUIST FINANCIAL CORP 33330.00%0.00%0.01%Q3 2015Q3 202333
Brown Advisory Securities, LLC 33330.02%0.04%0.11%Q2 2014Q2 202233
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q1 2012Q3 202333
REILLY FINANCIAL ADVISORS, LLC 33330.00%0.01%0.01%Q4 2013Q4 202133
MISSION WEALTH MANAGEMENT, LP 2750.01%0.02%0.05%Q2 2015Q3 202332
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Cetera Advisors LLC 2210.01%0.01%0.02%Q2 2014Q3 202331
WEDBUSH SECURITIES INC 1570.02%0.03%0.05%Q2 2013Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q2 2013Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.04%0.11%Q4 2013Q4 202029
WEBSTER BANK, N. A. 28280.00%0.01%0.01%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.02%Q4 2016Q3 202328
Cornerstone Advisory, LLC 27270.11%0.15%0.28%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
RFG Advisory, LLC 27270.65%2.93%7.32%Q1 2017Q3 202327
M&T BANK CORP 26260.00%0.00%0.00%Q3 2014Q4 202026
BB&T SECURITIES, LLC 26260.00%0.01%0.01%Q2 2013Q3 201926
Arete Wealth Advisors, LLC 26260.02%0.09%0.25%Q2 2017Q3 202326
NEXT Financial Group, Inc 1410.00%0.02%0.06%Q2 2014Q4 202125
Krilogy Financial LLC 1310.01%0.02%0.06%Q3 2015Q1 202325
SEIZERT CAPITAL PARTNERS, LLC 25250.02%0.07%0.17%Q2 2013Q2 201925
Sonora Investment Management, LLC 25250.00%0.00%0.00%Q3 2015Q3 202125
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q4 2013Q3 202225
B. Riley Wealth Advisors, Inc. 24240.01%0.03%0.04%Q4 2017Q3 202324
PINNACLE FINANCIAL PARTNERS INC 24240.00%0.01%0.02%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.05%0.15%0.31%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 2120.00%0.00%0.01%Q3 2017Q3 202323
BENJAMIN F. EDWARDS & COMPANY, INC. 810.00%0.01%0.04%Q2 2013Q3 202322
Tradewinds Capital Management, LLC 1520.00%0.00%0.01%Q1 2016Q3 202322
Edmonds Duncan Registered Investment Advisors, LLC 1430.04%0.29%1.72%Q4 2015Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
Pflug Koory, LLC 21210.03%0.04%0.05%Q1 2018Q1 202321
Roble, Belko & Company, Inc 21210.01%0.01%0.03%Q1 2015Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.01%0.03%Q3 2018Q3 202321
IFP Advisors, Inc 1470.00%0.12%0.39%Q4 2015Q3 202321
Institute for Wealth Management, LLC. 1910.02%0.03%0.05%Q2 2017Q2 202321
Global Retirement Partners, LLC 1220.00%0.00%0.02%Q1 2018Q3 202321
FinTrust Capital Advisors, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Stratos Wealth Partners, LTD. 1910.01%0.02%0.03%Q1 2016Q2 202220
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
DEUTSCHE BANK AG\ 1270.00%0.00%0.00%Q3 2013Q1 202219
AdvisorNet Financial, Inc 19190.00%0.05%0.10%Q4 2017Q2 202219
Aptus Capital Advisors, LLC 19190.05%0.09%0.15%Q1 2019Q3 202319
Inscription Capital, LLC 1090.02%0.12%0.38%Q4 2018Q3 202319
HUNTINGTON NATIONAL BANK 810.00%0.00%0.01%Q1 2010Q1 202319
Oxbow Advisors, LLC 19190.02%0.02%0.03%Q2 2013Q4 201719
AlphaMark Advisors, LLC 1180.00%0.01%0.02%Q2 2013Q1 201819
CWM, LLC 1180.00%0.00%0.05%Q4 2018Q3 202319
Sigma Planning Corp 910.01%0.02%0.05%Q4 2014Q3 202318
Shaker Financial Services, LLC 410.09%0.56%2.73%Q3 2013Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
Princeton Global Asset Management LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1620.00%0.37%1.30%Q2 2013Q2 201918
Concert Wealth Management Inc. 17170.02%0.05%0.13%Q2 2013Q2 201717
RB Capital Management, LLC 17170.00%0.23%0.32%Q4 2016Q4 202017
Advocacy Wealth Management Services, LLC 17170.01%7.98%18.39%Q4 2015Q4 201917
STEPHENS INC /AR/ 1610.00%0.01%0.01%Q2 2018Q4 202217
ELCO Management Co., LLC 980.16%0.49%0.70%Q2 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
NewEdge Advisors, LLC 980.01%0.01%0.02%Q3 2018Q3 202317
IMS Capital Management 1160.01%0.12%0.20%Q2 2014Q3 201817
Cetera Advisor Networks LLC 1510.00%0.02%0.05%Q3 2016Q3 202316
VALLEY NATIONAL ADVISERS INC 1060.00%0.00%0.01%Q4 2014Q3 202316
IHT Wealth Management, LLC 1240.02%0.06%0.12%Q2 2017Q3 202316
Mutual Advisors, LLC 1330.01%0.02%0.05%Q4 2017Q2 202316
Mariner, LLC 1420.00%0.00%0.00%Q3 2019Q3 202316
1832 Asset Management L.P. 16160.00%0.03%0.06%Q2 2013Q1 201716
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Capital Wealth Alliance, LLC 16160.16%0.23%0.51%Q4 2019Q3 202316
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q1 2014Q3 202316
First Allied Advisory Services, Inc. 880.00%0.01%0.01%Q4 2014Q3 202016
Wealth Alliance 16160.02%0.04%0.10%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.04%0.10%0.18%Q4 2019Q3 202316
Avior Wealth Management, LLC 1410.00%0.00%0.01%Q2 2015Q3 202315
Cedar Mountain Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
DOLIVER ADVISORS, LP 310.05%0.45%1.70%Q1 2013Q1 202315
MSI Financial Services Inc 15150.01%0.01%0.04%Q2 2013Q4 201615
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
MATRIX PRIVATE CAPITAL GROUP LLC 15150.53%3.03%5.15%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Claraphi Advisory Network, LLC 1020.07%0.10%0.18%Q2 2018Q2 202215
Parallel Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
Kingsview Wealth Management, LLC 960.02%0.06%0.08%Q4 2019Q3 202315
Bison Wealth, LLC 1230.06%0.07%0.11%Q2 2015Q2 202215
Bogart Wealth, LLC 870.00%0.01%0.02%Q1 2019Q3 202315
Tower Research Capital LLC (TRC) 510.00%0.01%0.04%Q2 2013Q2 202315
Carroll Financial Associates, Inc. 14140.00%0.00%0.00%Q1 2016Q2 201914
Chicago Partners Investment Group LLC 1040.01%0.02%0.02%Q4 2014Q3 202314
Moors & Cabot, Inc. 14140.01%0.02%0.02%Q2 2020Q3 202314
MONECO Advisors, LLC 14140.04%0.10%0.17%Q1 2020Q2 202314
Riggs Asset Managment Co. Inc. 14140.02%0.02%0.03%Q3 2014Q4 201714
KING LUTHER CAPITAL MANAGEMENT CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
PRENTISS SMITH & CO INC 14140.01%0.01%0.01%Q2 2015Q3 201814
ASSET MANAGEMENT CORP /IL/ /ADV 14140.16%0.30%0.43%Q4 2019Q1 202314
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 14140.01%0.08%0.15%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 1130.00%0.00%0.01%Q4 2016Q2 202214
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.00%Q2 2013Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Blue Chip Partners, LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
Karpus Management, Inc. 510.01%0.35%0.89%Q2 2013Q1 202113
RMB Capital Management, LLC 1010.01%0.02%0.07%Q1 2015Q3 202013
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
HL FINANCIAL SERVICES LLC 13130.00%0.00%0.01%Q1 2016Q1 201913
Advisory Services Network, LLC 510.00%0.02%0.07%Q1 2016Q1 202313
True Link Financial Advisors, LLC 12120.18%0.23%0.27%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.02%0.03%0.05%Q2 2013Q1 201612
CoreFirst Bank & Trust 12120.03%0.03%0.04%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.03%Q4 2018Q3 202112
Coastal Bridge Advisors, LLC 1020.02%0.14%0.25%Q1 2017Q2 202112
Johnson Midwest Financial, LLC 12120.02%0.03%0.06%Q4 2020Q3 202312
HOLLENCREST CAPITAL MANAGEMENT 12120.03%0.04%0.06%Q4 2013Q3 201612
Flaharty Asset Management, LLC 12120.14%0.31%0.69%Q4 2020Q3 202312
Parkside Financial Bank & Trust 12120.01%0.01%0.01%Q4 2020Q3 202312
MCF Advisors LLC 750.00%0.00%0.00%Q3 2020Q3 202312
Syverson Strege & Co 12120.03%0.09%0.24%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
David J Yvars Group 12120.35%0.45%0.57%Q4 2020Q3 202312
CENTRAL TRUST Co 660.00%0.00%0.00%Q2 2015Q4 202012
Bank of New York Mellon Corp 710.00%0.00%0.00%Q1 2015Q4 201812
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
Spire Wealth Management 11110.00%0.01%0.06%Q1 2021Q3 202311
Certified Advisory Corp 1010.00%0.00%0.00%Q1 2018Q1 202111
FMR LLC 610.00%0.00%0.00%Q3 2018Q2 202311
COMMERCE BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
SYNOVUS FINANCIAL CORP 830.00%0.00%0.00%Q4 2014Q2 202011
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.08%0.15%Q4 2013Q3 202311
Gladstone Institutional Advisory LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
SEI INVESTMENTS CO 1010.00%0.00%0.00%Q3 2015Q2 201811
Freestone Capital Holdings, LLC 10100.01%0.01%0.01%Q3 2015Q4 201710
Beacon Pointe Advisors, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Wealthstreet Investment Advisors, LLC 10100.01%0.01%0.02%Q4 2018Q1 202110
Twin Lakes Capital Management, LLC 550.02%0.02%0.02%Q1 2021Q3 202310
THOMPSON SIEGEL & WALMSLEY LLC 10100.00%0.00%0.00%Q2 2017Q3 201910
Bruderman Asset Management, LLC 810.02%0.03%0.04%Q1 2015Q1 201810
Oakworth Capital, Inc. 10100.02%0.02%0.03%Q3 2017Q4 201910
ROPES WEALTH ADVISORS LLC 10100.00%0.00%0.00%Q3 2017Q4 201910
Kestra Advisory Services, LLC 510.00%0.00%0.00%Q4 2020Q3 202310
Neuberger Berman Group LLC 620.00%0.00%0.00%Q3 2014Q3 202310
Americana Partners, LLC 10100.04%0.10%0.14%Q4 2019Q1 202210
Antonetti Capital Management LLC 910.04%0.05%0.07%Q2 2010Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
HHM Wealth Advisors, LLC 10100.01%0.01%0.01%Q1 2020Q2 202210
InterOcean Capital, LLC 10100.06%0.09%0.12%Q3 2014Q4 201610
Blume Capital Management, Inc. 10100.01%0.01%0.01%Q4 2013Q1 201610
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q2 2014Q3 202210
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Retirement Group, LLC 990.02%0.03%0.04%Q2 2020Q2 20229
MUFG Americas Holdings Corp 720.00%0.00%0.00%Q3 2013Q2 20179
Williams Jones Wealth Management, LLC. 990.00%0.00%0.00%Q3 2020Q3 20229
M Holdings Securities, Inc. 630.02%0.03%0.03%Q4 2020Q2 20239
Regis Management CO LLC 990.02%0.03%0.08%Q4 2015Q4 20179
SUSQUEHANNA TRUST & INVESTMENT CO 990.02%0.03%0.03%Q2 2013Q2 20159
Lehman Financial Resources, Inc. 990.00%0.00%0.01%Q4 2012Q4 20149
SHEPHERD KAPLAN KROCHUK, LLC 990.06%0.07%0.09%Q2 2013Q2 20159
Hexagon Capital Partners LLC 990.01%0.02%0.02%Q3 2021Q3 20239
LAZARD ASSET MANAGEMENT LLC 990.00%0.01%0.01%Q2 2013Q2 20159
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.04%Q4 2014Q4 20229
JANE STREET GROUP, LLC 310.00%0.00%0.01%Q2 2014Q1 20239
Ameritas Investment Company, LLC 610.02%0.04%0.06%Q4 2018Q3 20219
Onyx Bridge Wealth Group LLC 990.04%0.09%0.14%Q3 2021Q3 20239
Joel Isaacson & Co., LLC 710.00%0.03%0.04%Q1 2016Q3 20229
Gradient Investments LLC 810.00%0.00%0.01%Q2 2017Q4 20229
C2C Wealth Management, LLC 880.37%0.42%0.49%Q4 2021Q3 20238
SG Americas Securities, LLC 880.02%0.02%0.03%Q2 2013Q1 20158
Capital Market Strategies LLC 530.14%0.16%0.17%Q4 2021Q4 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Confluence Wealth Services, Inc. 880.04%0.06%0.11%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.35%0.39%0.43%Q4 2021Q3 20238
Anchor Investment Management, LLC 880.01%0.01%0.01%Q3 2017Q2 20198
BARCLAYS PLC 510.00%0.00%0.01%Q2 2013Q3 20208
USCA RIA LLC 410.01%0.02%0.03%Q2 2017Q2 20218
Independence Trust CO 880.20%0.29%0.33%Q2 2013Q1 20158
Miracle Mile Advisors, LLC 610.01%0.01%0.02%Q1 2019Q3 20218
New Legacy Group, LLC 880.11%0.89%1.27%Q4 2021Q3 20238
Lido Advisors, LLC 710.00%0.01%0.01%Q3 2020Q3 20238
Cerity Partners LLC 440.00%0.01%0.04%Q1 2020Q2 20238
CREDIT SUISSE AG/ 880.00%0.00%0.00%Q1 2013Q4 20148
Vantage Investment Advisors, LLC 880.02%0.03%0.04%Q4 2016Q3 20188
CIBC Private Wealth Group, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
AE Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.12%0.16%0.23%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.00%0.00%0.01%Q2 2017Q1 20198
North Star Investment Management Corp. 530.01%0.01%0.01%Q1 2018Q1 20208
Relative Value Partners, LLC 881.61%3.89%6.62%Q2 2013Q1 20158
Cornerstone Wealth Management, LLC 710.02%0.06%0.14%Q1 2017Q1 20198
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.00%0.00%Q4 2018Q3 20208
Ameritas Advisory Services, LLC 880.02%0.03%0.07%Q4 2021Q3 20238
CULLEN/FROST BANKERS, INC. 880.00%0.00%0.00%Q1 2021Q4 20228
Quantum Private Wealth, LLC 880.11%0.12%0.14%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
Index Management Solutions, LLC 770.00%0.25%0.52%Q2 2013Q4 20147
Frontier Wealth Management LLC 770.02%0.02%0.03%Q2 2019Q4 20207
Vident Investment Advisory, LLC 770.13%0.25%0.50%Q2 2015Q4 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.01%Q2 2013Q4 20147
COMERICA BANK 210.00%0.00%0.01%Q2 2013Q3 20237
D.A. DAVIDSON & CO. 610.00%0.00%0.00%Q3 2014Q4 20177
Caprock Group, LLC 770.05%0.07%0.14%Q3 2015Q1 20177
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
BANK OF NOVA SCOTIA 410.00%0.01%0.02%Q4 2015Q4 20187
Gary Goldberg Planning Services Inc 770.04%0.05%0.06%Q2 2013Q4 20147
MANCHESTER FINANCIAL INC 610.00%0.01%0.01%Q2 2019Q1 20217
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q1 20207
Transform Wealth, LLC 770.02%0.05%0.14%Q4 2016Q2 20187
CABOT WEALTH MANAGEMENT INC 770.03%0.03%0.04%Q2 2014Q4 20157
WFG Advisors, LP 770.01%0.02%0.02%Q2 2013Q4 20147
Brookstone Capital Management 520.00%0.05%0.09%Q4 2013Q3 20157
GUARDIAN WEALTH ADVISORS, LLC / NC 660.37%0.39%0.41%Q2 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 420.00%0.00%0.00%Q3 2016Q2 20186
Seelaus Asset Management LLC 330.10%0.14%0.18%Q4 2017Q4 20196
Raleigh Capital Management Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
Sunbelt Securities, Inc. 420.02%0.42%0.71%Q4 2014Q4 20196
AVANTAX ADVISORY SERVICES, INC. 420.00%0.01%0.01%Q3 2021Q1 20236
OTA Financial Group L.P. 110.14%0.23%0.42%Q2 2013Q3 20226
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
BOKF, NA 510.00%0.00%0.01%Q2 2017Q3 20206
IBEX WEALTH ADVISORS 410.01%0.02%0.03%Q2 2019Q4 20226
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
MONOGRAPH WEALTH ADVISORS, LLC 330.04%0.06%0.07%Q4 2021Q3 20236
Venture Visionary Partners LLC 660.02%0.02%0.03%Q2 2021Q3 20226
FRANKLIN RESOURCES INC 510.00%0.00%0.00%Q2 2013Q2 20216
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.01%Q1 2015Q4 20166
Atlas Private Wealth Advisors 660.02%0.03%0.03%Q2 2020Q3 20216
Versant Capital Management, Inc 660.01%0.01%0.01%Q1 2022Q2 20236
Virtu KCG Holdings LLC 210.00%0.00%0.01%Q3 2013Q4 20166
Accurate Wealth Management, LLC 510.04%0.09%0.12%Q2 2021Q4 20226
Quad-Cities Investment Group, LLC 660.06%0.06%0.06%Q2 2018Q3 20196
WHITTIER TRUST CO 660.00%0.00%0.00%Q2 2015Q3 20166
Heron Bay Capital Management 330.27%1.87%5.59%Q4 2020Q3 20236
Western Asset Management Company, LLC 510.00%0.00%0.00%Q4 2018Q2 20206
Somerset Trust Co 660.01%0.02%0.02%Q4 2013Q1 20156
Stephens Consulting, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Ellis Investment Partners, LLC 660.01%0.01%0.01%Q2 2019Q3 20206
HC FINANCIAL ADVISORS INC 660.01%0.01%0.01%Q1 2020Q2 20216
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2014Q3 20156
UBS AG 660.02%0.02%0.03%Q2 2013Q3 20146
Capital Planning Advisors, LLC 660.03%0.04%0.04%Q1 2021Q2 20226
Cordasco Financial Network 660.02%0.02%0.03%Q1 2021Q2 20226
Cowen Prime Services LLC 660.00%0.00%0.01%Q3 2014Q4 20156
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2020Q3 20236
AQR Capital Management 410.00%0.01%0.04%Q4 2012Q1 20145
1607 Capital Partners, LLC 550.11%0.36%0.54%Q2 2013Q2 20145
OSTERWEIS CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
ARCADIA INVESTMENT MANAGEMENT CORP/MI 550.01%0.01%0.01%Q2 2019Q2 20205
SIGNATUREFD, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
NICOLET ADVISORY SERVICES, LLC 550.05%0.05%0.06%Q3 2022Q3 20235
ATWOOD & PALMER INC 550.00%0.00%0.00%Q4 2021Q4 20225
Farmers National Bank 320.03%0.03%0.04%Q4 2017Q2 20195
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.01%0.04%0.06%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
Dakota Wealth Management 550.03%0.04%0.05%Q1 2020Q1 20215
BAIRD ROBERT W & CO INC /WI/ 550.00%0.00%0.00%Q1 2014Q1 20155
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.02%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Brick & Kyle, Associates 550.01%0.01%0.01%Q1 2016Q1 20175
BAR HARBOR WEALTH MANAGEMENT 550.01%0.01%0.01%Q2 2022Q2 20235
OneDigital Investment Advisors LLC 550.00%0.00%0.01%Q1 2022Q1 20235
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q1 20225
Joseph P. Lucia & Associates, LLC 550.00%0.01%0.01%Q2 2019Q2 20205
CoreCap Advisors, LLC 550.24%0.27%0.28%Q4 2021Q4 20225
Citadel Advisors 210.00%0.00%0.00%Q2 2014Q2 20214
Running Point Capital Advisors, LLC 440.07%0.07%0.08%Q1 2022Q4 20224
VSR Financial Services, Inc. 310.02%0.02%0.03%Q2 2013Q1 20164
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q3 2014Q2 20154
Stratos Wealth Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Insight Advisors, LLC/ PA 440.05%0.06%0.06%Q4 2020Q3 20214
BLUEFIN CAPITAL MANAGEMENT, LLC 440.03%0.06%0.10%Q2 2022Q1 20234
Dominick & Dominick LLC 440.06%0.06%0.06%Q1 2014Q4 20144
Weiss Asset Management LP 110.02%0.08%0.15%Q4 2016Q4 20224
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
DUDLEY CAPITAL MANAGEMENT, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.35%0.39%0.44%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
NATIONAL PLANNING CORP 310.01%0.01%0.01%Q4 2014Q1 20174
JFS WEALTH ADVISORS, LLC 310.00%0.01%0.01%Q2 2017Q1 20204
Summit Investment Advisory Services, LLC 440.23%0.28%0.37%Q4 2022Q3 20234
CLOUGH CAPITAL PARTNERS L P 210.03%0.10%0.15%Q4 2016Q3 20214
Virtu Financial LLC 210.01%0.02%0.02%Q4 2018Q2 20234
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q3 2020Q2 20214
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
LVZ, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
Arkadios Wealth Advisors 440.01%0.01%0.02%Q4 2020Q3 20214
Thomas J. Herzfeld Advisors, Inc. 440.17%0.36%0.86%Q2 2013Q1 20144
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
NINE MASTS CAPITAL Ltd 210.03%0.10%0.25%Q3 2016Q3 20184
RIVERNORTH CAPITAL MANAGEMENT, LLC 331.26%1.81%2.19%Q2 2013Q4 20133
HM PAYSON & CO 330.00%0.00%0.00%Q2 2020Q4 20203
ACCURATE INVESTMENT SOLUTIONS, INC. 330.02%0.02%0.02%Q4 2018Q2 20193
Financial Architects, Inc 110.00%0.01%0.01%Q2 2014Q3 20173
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ancora Advisors LLC 330.03%0.03%0.03%Q2 2013Q4 20133
HRT FINANCIAL LP 210.00%0.00%0.00%Q1 2022Q1 20233
Elequin Capital, LP 210.00%0.12%0.29%Q4 2022Q3 20233
Apriem Advisors 210.01%0.01%0.01%Q1 2015Q1 20173
MOODY NATIONAL BANK TRUST DIVISION 330.02%0.02%0.02%Q2 2013Q4 20133
COUNTRY TRUST BANK 330.00%0.00%0.00%Q2 2015Q4 20153
Jane Street Holding, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
Argent Wealth Management LLC 330.05%0.08%0.13%Q4 2019Q2 20203
NWAM LLC 330.10%0.10%0.10%Q2 2012Q4 20123
Berkshire Money Management, Inc. 330.06%0.07%0.07%Q1 2016Q3 20163
Principle Wealth Partners LLC 330.04%0.04%0.04%Q1 2020Q3 20203
Diversified Trust Co 330.16%0.16%0.17%Q2 2013Q4 20133
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Alpine Global Management, LLC 110.05%0.19%0.40%Q2 2017Q1 20203
Engrave Wealth Partners LLC 330.10%0.12%0.13%Q4 2019Q2 20203
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2016Q1 20233
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q2 2014Q4 20143
Golden Green, Inc. 331.22%1.32%1.38%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2018Q3 20233
FARMERS & MERCHANTS INVESTMENTS INC 330.00%0.00%0.00%Q2 2013Q4 20133
MOTCO 330.00%0.00%0.00%Q1 2015Q3 20153
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.05%0.09%0.13%Q4 2020Q3 20233
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Atomi Financial Group, Inc. 330.12%0.16%0.20%Q1 2023Q3 20233
Plante Moran Financial Advisors, LLC 330.07%0.09%0.10%Q2 2014Q4 20143
ASSETMARK, INC 330.00%0.00%0.00%Q2 2020Q4 20203
EULAV Asset Management 330.01%0.01%0.01%Q1 2015Q3 20153
Strategic Financial Concepts, LLC 330.08%0.10%0.12%Q1 2023Q3 20233
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Bridgeworth, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
WILLNER & HELLER, LLC 220.21%0.23%0.24%Q4 2021Q1 20222
Clean Yield Group 220.00%0.00%0.00%Q4 2019Q1 20202
IBERIABANK CORP 220.09%0.09%0.09%Q1 2015Q2 20152
RETIREMENT GUYS FORMULA LLC 220.09%0.11%0.12%Q4 2021Q1 20222
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
KANAWHA CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q3 2019Q4 20192
EVOKE WEALTH, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Kovack Advisors, Inc. 220.04%0.04%0.05%Q4 2017Q1 20182
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2020Q2 20222
Mine & Arao Wealth Creation & Management, LLC. 220.03%0.03%0.03%Q3 2020Q4 20202
WILMINGTON TRUST CO 220.00%0.00%0.00%Q1 2014Q2 20142
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Cornerstone Advisors, LLC 220.06%0.10%0.13%Q2 2023Q3 20232
Brand Asset Management Group, Inc. 220.23%0.24%0.24%Q2 2018Q3 20182
WealthTrust-Arizona, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q4 20132
Advisors Capital Management, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
Sandy Cove Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
INVESTMENT CENTERS OF AMERICA INC 220.02%0.02%0.02%Q4 2016Q1 20172
KINGSWOOD WEALTH ADVISORS, LLC 220.05%0.07%0.09%Q2 2023Q3 20232
Carnick & Kubik, LLC 110.00%0.00%0.01%Q3 2015Q1 20162
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q3 2018Q4 20182
CORNERSTONE ADVISORS INC 110.11%0.11%0.11%Q2 2013Q4 20162
AVIANCE CAPITAL MANAGEMENT, LLC 220.18%0.19%0.20%Q3 2014Q4 20142
Ignite Planners, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
Carroll Investors, Inc 220.08%0.08%0.08%Q4 2021Q1 20222
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
AFT, FORSYTH & COMPANY, INC. 220.02%0.02%0.02%Q2 2013Q3 20132
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
INSIGNEO ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
GIRARD PARTNERS LTD. 110.00%0.03%0.06%Q1 2016Q3 20182
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2018Q4 20222
BAR HARBOR TRUST SERVICES 220.00%0.03%0.06%Q1 2022Q2 20222
Glassman Wealth Services 220.05%0.05%0.06%Q3 2020Q4 20202
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
NAPLES GLOBAL ADVISORS, LLC 220.04%0.04%0.04%Q3 2018Q4 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CWA Asset Management Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.01%0.01%0.02%Q2 2016Q3 20162
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20172
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
EP Wealth Advisors, LLC 220.02%0.02%0.03%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.04%0.04%0.04%Q2 2013Q3 20132
Detwiler Fenton Investment Management LLC 220.13%0.14%0.16%Q2 2011Q3 20112
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2021Q2 20212
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
ASSET ADVISORS CORP 110.01%0.01%0.01%Q1 2016Q1 20161
ARXIS SECURITIES LLC 110.29%0.29%0.29%Q4 2016Q4 20161
GFS Advisors, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Byrne Asset Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
SMITH, MOORE & CO. 110.02%0.02%0.02%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Community Bank, N.A. 110.00%0.00%0.00%Q4 2020Q4 20201
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
United Asset Strategies, Inc. 110.91%0.91%0.91%Q1 2014Q1 20141
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
TSFG, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
L.M. KOHN & COMPANY 110.05%0.05%0.05%Q3 2023Q3 20231
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
COHEN & STEERS CAPITAL MANAGEMENT INC 110.06%0.06%0.06%Q1 2015Q1 20151
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Forefront Analytics, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
First Command Bank 110.01%0.01%0.01%Q3 2017Q3 20171
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Measured Wealth Private Client Group, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.00%Q2 2016Q2 20161
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q2 2022Q2 20221
PrairieView Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SouthState Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2013Q4 20131
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Visium Asset Management, LP 110.02%0.02%0.02%Q2 2013Q2 20131
SCHWARTZ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q2 2015Q2 20151
CLEAR STREET MARKETS LLC 110.02%0.02%0.02%Q2 2015Q2 20151
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Starfire Investment Advisers, Inc. 113.41%3.41%3.41%Q4 2017Q4 20171
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
LBMC INVESTMENT ADVISORS, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
StoneX Group Inc. 110.07%0.07%0.07%Q3 2022Q3 20221
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Continuum Advisory, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
RiverFront Investment Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ADVISOR PARTNERS LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
One Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Crescent Grove Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Laurion Capital Management LP 110.02%0.02%0.02%Q4 2016Q4 20161
MARINER INVESTMENT GROUP LLC 111.11%1.11%1.11%Q4 2016Q4 20161
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
Procyon Advisors, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
BlackRock Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Alexandria Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
First Command Financial Services, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
Hennion & Walsh Asset Management, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Koesten, Hirschmann & Crabtree, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
DALTON GREINER HARTMAN MAHER & CO 110.06%0.06%0.06%Q2 2013Q2 20131
Checchi Capital Advisers, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Alpine Group USVI, LLC 110.05%0.05%0.05%Q2 2017Q2 20171
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Arlington Partners LLC 110.07%0.07%0.07%Q3 2018Q3 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Geneva Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Whitnell & Co. 110.01%0.01%0.01%Q2 2013Q2 20131
RBO & CO LLC 110.03%0.03%0.03%Q4 2017Q4 20171
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Widmann Financial Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Flow State Investments, L.P. 110.04%0.04%0.04%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Jefferies Group LLC 110.00%0.00%0.00%Q3 2014Q3 20141
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q2 2013Q2 20131
Community Financial Services Group, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
External links

This page lists all the filers that currently own EATON VANCE TX MGD DIV EQ IN or have owned EATON VANCE TX MGD DIV EQ IN in the past.