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Lazard Global Total Return & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
26
9258 Wealth Management
Ohio
$243K -$38.7K -2,422 -12%
Osaic Holdings
27
Osaic Holdings
Arizona
$211K +$30.6K +1,917 +14%
Guggenheim Capital
28
Guggenheim Capital
Illinois
$210K -$259K -16,212 -51%
IFP Advisors
29
IFP Advisors
Florida
$189K +$98.2K +6,154 +154%
TCA
30
Transcend Capital Advisors
New Jersey
$182K – – –
Cetera Advisors
31
Cetera Advisors
Colorado
$177K -$22.3K -1,399 -10%
ME
32
McIlrath & Eck
Washington
$82K +$96.6K +6,050 New
GWSG
33
GPS Wealth Strategies Group
Colorado
$40K – – –
SSB
34
Sandy Spring Bank
Maryland
$34K – – –
SCA
35
Stonebridge Capital Advisors
Minnesota
$18K – – –
JMF
36
Johnson Midwest Financial
Iowa
$14K – – –
AIM
37
Axiom Investment Management
New York
$14K +$16.3K +1,018 New
RA
38
Rise Advisors
New York
$10K +$287 +18 +3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$6K +$176 +11 +2%
APC
40
Aspire Private Capital
North Carolina
$2K – – –
Parallel Advisors
41
Parallel Advisors
California
$2K – – –
FF
42
FourThought Financial
Florida
$1K +$686 +43 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
– -$60K -3,892 Closed
Venture Visionary Partners
44
Venture Visionary Partners
Ohio
– -$21.7K -1,409 Closed
CoreCap Advisors
45
CoreCap Advisors
Michigan
– -$13K -835 Closed
Geneos Wealth Management
46
Geneos Wealth Management
Colorado
– -$1K -122 Closed