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Saratoga Investment
SAR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Lido Advisors
1
Lido Advisors
California
US$ 4,05 mi -US$ 395 mil -17.620 -9%
Private Advisor Group
2
Private Advisor Group
New Jersey
US$ 3,27 mi -US$ 414 mil -18.458 -11%
Legal & General Group
3
Legal & General Group
United Kingdom
US$ 3,16 mi +US$ 410 mil +18.288 +15%
Hennion & Walsh Asset Management
4
Hennion & Walsh Asset Management
New Jersey
US$ 2,83 mi -US$ 239 mil -10.635 -8%
Advisors Asset Management
5
Advisors Asset Management
Colorado
US$ 2,71 mi +US$ 337 mil +15.010 +14%
IAIM
6
International Assets Investment Management
Florida
US$ 2,61 mi +US$ 754 mil +33.605 +41%
LPL Financial
7
LPL Financial
California
US$ 2,5 mi -US$ 46,8 mil -2.086 -2%
Wells Fargo
8
Wells Fargo
California
US$ 1,9 mi -US$ 4,22 mil -188 -0,2%
Ethos Financial Group
9
Ethos Financial Group
Pennsylvania
US$ 1,26 mi +US$ 82,7 mil +3.687 +7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
US$ 1,25 mi +US$ 1,03 mi +45.901 +448%
BlackRock
11
BlackRock
New York
US$ 1,19 mi -US$ 29,9 mil -1.335 -2%
Citadel Advisors
12
Citadel Advisors
Florida
US$ 1,13 mi +US$ 610 mil +27.204 +117%
Raymond James Financial
13
Raymond James Financial
Florida
US$ 1,1 mi +US$ 15,5 mil +689 +1%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
US$ 1,1 mi -US$ 32,1 mil -1.432 -3%
PVM
15
Palogic Value Management
Texas
US$ 1,04 mi – – –
NLP
16
Next Level Private
New York
US$ 971 mil – – –
Morgan Stanley
17
Morgan Stanley
New York
US$ 931 mil +US$ 301 mil +13.427 +47%
JCP
18
JB Capital Partners
New York
US$ 737 mil – – –
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
US$ 701 mil +US$ 83,7 mil +3.732 +13%
Focus Financial Network
20
Focus Financial Network
Minnesota
US$ 563 mil +US$ 90,7 mil +4.042 +19%
XTX Topco
21
XTX Topco
Cayman Islands
US$ 556 mil +US$ 333 mil +14.860 +147%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
US$ 518 mil -US$ 17,4 mil -777 -3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
US$ 513 mil +US$ 15,7 mil +700 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
US$ 507 mil +US$ 1,19 mil +53 +0,2%
Greenwood Gearhart
25
Greenwood Gearhart
Arkansas
US$ 480 mil +US$ 83 mil +3.700 +21%
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