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Saratoga Investment
SAR
SAR
17.64
USD
-0.13
0.73%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.73%
5 days
-3.08%
1 month
-10.77%
3 months
-21.29%
6 months
-25.57%
Year to date
-23.87%
1 year
-28.84%
5 years
-38.58%
10 years
-2.81%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
APA
26
American Portfolios Advisors
Holbrook,
New York
| $42.1K | -$1.05K | -43 | -2% |
|
| 27 |
BWA
27
BDO Wealth Advisors
Jacksonville,
Florida
| $37K | +$36.5K | +1,495 | New |
|
| 28 |
CBT
28
Capital Bank & Trust
Irvine,
California
| $25K | – | – | – |
|
| 29 |
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $9K | – | – | – |
|
| 30 |
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $5K | +$5.38K | +220 | New |
|
| 31 |
BAM
31
Belpointe Asset Management
Reno,
Nevada
| – | -$363K | -16,295 | Closed |
|
| 32 |
32
Millennium Management
New York
| – | -$217K | -9,749 | Closed |
|
| 33 |
NSIM
33
North Star Investment Management
Chicago,
Illinois
| – | -$25K | -1,100 | Closed |
|
| 34 |
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$9K | -391 | Closed |
|
| 35 |
GWMIA
35
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$2K | -100 | Closed |
|
| 36 |
36
Bank of America
Charlotte,
North Carolina
| – | -$1K | -40 | Closed |
|