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Saratoga Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$393K +$425K +16,392 New
BA
27
Bard Associates
Illinois
$389K -$47.9K -1,850 -10%
Two Sigma Investments
28
Two Sigma Investments
New York
$378K -$936K -36,109 -70%
BRWA
29
B. Riley Wealth Advisors
Florida
$373K +$51.3K +1,980 +15%
Northern Trust
30
Northern Trust
Illinois
$340K +$8.42K +325 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$313K -$168K -6,492 -33%
DTC
32
Davidson Trust Company
Washington
$312K
JMPWA
33
JP Morgan Private Wealth Advisors
California
$287K -$25.9K -1,000 -8%
CC
34
Claybrook Capital
Massachusetts
$266K +$288K +11,105 New
AAS
35
Avantax Advisory Services
Texas
$212K +$12.2K +469 +6%
IA
36
IFP Advisors
Florida
$154K
UBS Group
37
UBS Group
Switzerland
$120K -$21.7K -838 -14%
AIP
38
Ahrens Investment Partners
Louisiana
$102K -$199K -7,687 -64%
Lazard Asset Management
39
Lazard Asset Management
New York
$71K +$40K +1,542 +109%
TWM
40
Tradition Wealth Management
Minnesota
$35K +$829 +32 +2%
Credit Agricole
41
Credit Agricole
France
$24K
FBC
42
Fairfield, Bush & Co
Connecticut
$24K +$25.9K +1,000 New
CFB
43
Cullen/Frost Bankers
Texas
$22K -$11.8K -457 -34%
APA
44
American Portfolios Advisors
New York
$21.1K
SPIA
45
Steward Partners Investment Advisory
New York
$18K
PP
46
PFS Partners
New Jersey
$12.1K
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$12K
GWM
48
Geneos Wealth Management
Colorado
$9K -$35.6K -1,375 -78%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.35K +361 New
CHA
50
Carmichael Hill & Associates
Maryland
$8K