We are live on ! Find out more
LGI icon

Lazard Global Total Return & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Advisors
26
Cetera Advisors
Colorado
$312K -$253K -12,523 -45%
TCA
27
Transcend Capital Advisors
New Jersey
$292K -$18.2K -900 -6%
Lido Advisors
28
Lido Advisors
California
$237K – – –
Steward Partners Investment Advisory
29
Steward Partners Investment Advisory
New York
$224K -$18.3K -905 -8%
LCM
30
Landscape Capital Management
New Jersey
$202K +$203K +10,017 New
CF
31
Centaurus Financial
California
$129K – – –
SSB
32
Sandy Spring Bank
Maryland
$40K – – –
SCA
33
Stonebridge Capital Advisors
Minnesota
$27K – – –
JMF
34
Johnson Midwest Financial
Iowa
$20K – – –
RA
35
Rise Advisors
New York
$13.5K +$13.5K +669 New
CFCI
36
Comprehensive Financial Consultants Institutional
Indiana
$11K +$12.8K +630 New
Spire Wealth Management
37
Spire Wealth Management
Virginia
$4K +$3.85K +190 New
APC
38
Aspire Private Capital
North Carolina
$3K – – –
Parallel Advisors
39
Parallel Advisors
California
$3K – – –
Confluence Wealth Services
40
Confluence Wealth Services
Pennsylvania
$3K +$3.64K +180 New
Geneos Wealth Management
41
Geneos Wealth Management
Colorado
$2K +$40 +2 +2%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
FPFS
43
First Personal Financial Services
North Carolina
$1K +$587 +29 New
FIA
44
FNY Investment Advisers
New York
– -$84K -4,200 Closed
Harbour Investments
45
Harbour Investments
Wisconsin
– -$5K -234 Closed