Lenox Wealth Advisors, LLC - Harvest ownership

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of Harvest
ValueSharesWeighting
Q3 2021$8,0002,6590.00%
Other shareholders
Harvest shareholders Q4 2021
NameSharesValueWeighting ↓
Taylor Wealth Management Partners 166,545$360,0000.14%
Cohen Capital Management, Inc. 285,579$617,0000.12%
ALBERT D MASON INC 73,210$158,0000.11%
tru Independence LLC 8,500$18,360,0000.03%
Next Capital Management LLC 11,988$26,0000.02%
CARRET ASSET MANAGEMENT, LLC 41,000$89,0000.01%
GOFEN & GLOSSBERG LLC /IL/ 64,000$138,0000.00%
IFP Advisors, Inc 100$00.00%
View complete list of Harvest shareholders