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Saratoga Investment

Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$424K +$2.98K +125 +0.8%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$349K
DTC
28
Davidson Trust Company
Washington
$280K
Citadel Advisors
29
Citadel Advisors
Florida
$259K +$242K +10,152 New
VEA
30
Virtus ETF Advisers
New York
$249K -$154K -6,435 -40%
Mariner
31
Mariner
Kansas
$243K +$228K +9,546 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$218K +$205K +8,564 New
LFG
33
Larson Financial Group
Missouri
$216K
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$209K -$241K -10,106 -55%
PI
35
Putnam Investments
Massachusetts
$204K +$191K +8,005 New
IA
36
IFP Advisors
Florida
$157K +$1.58K +66 +1%
RFA
37
Register Financial Advisors
Georgia
$145K +$136K +5,686 New
IGWM
38
ICA Group Wealth Management
Colorado
$126K +$118K +4,950 New
SPIA
39
Steward Partners Investment Advisory
New York
$122K +$97.2K +4,069 +554%
UBS Group
40
UBS Group
Switzerland
$38.9K -$63.7K -2,667 -64%
TWM
41
Tradition Wealth Management
Minnesota
$38K
BAM
42
Belpointe Asset Management
Nevada
$25.5K +$23.9K +1,000 New
CFB
43
Cullen/Frost Bankers
Texas
$22.9K
ASN
44
Advisory Services Network
Georgia
$19.5K +$18.3K +766 New
PP
45
PFS Partners
New Jersey
$12.8K
CPG
46
Cornerstone Planning Group
New Jersey
$7.76K +$6.85K +287 New
LWANC
47
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.14K
FMP
48
Financial Management Professionals
Texas
$5K
PAG
49
Private Advisor Group
New Jersey
$1.38K +$198K +8,300 +18%
S
50
SignatureFD
Georgia
$15