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Saratoga Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$149K -$43.6K -1,700 -24%
SS
52
Sunbelt Securities
Texas
$137K
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$87.6K +$83.3K +3,247 New
UBS Group
54
UBS Group
Switzerland
$71.2K +$38.7K +1,510 +134%
TFA
55
Toth Financial Advisory
Virginia
$70.2K +$66.7K +2,600 New
QT
56
Quantbot Technologies
New York
$65.5K +$62.2K +2,426 New
JP Morgan Chase
57
JP Morgan Chase
New York
$62.1K +$56.4K +2,200 +2,200%
Bank of America
58
Bank of America
North Carolina
$55.2K -$180 -7 -0.3%
TWM
59
Tradition Wealth Management
Minnesota
$44K +$1.05K +41 +3%
HI
60
Harbour Investments
Wisconsin
$27K +$25.7K +1,000 New
PP
61
PFS Partners
New Jersey
$13.6K
BCWM
62
Bartlett & Co Wealth Management
Ohio
$13.5K +$12.8K +500 New
BC
63
Bartlett & Co
Ohio
$13K +$12.8K +500 New
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.5K
FMP
65
Financial Management Professionals
Texas
$5K
Citigroup
66
Citigroup
New York
$216 +$205 +8 New
BWM
67
Baystate Wealth Management
Massachusetts
$11
TI
68
Trexquant Investment
Connecticut
-$292K -11,533 Closed
IGWM
69
ICA Group Wealth Management
Colorado
-$125K -4,950 Closed
IAIM
70
International Assets Investment Management
Florida
-$78.8K -3,116 Closed
BAM
71
Belpointe Asset Management
Nevada
-$25.3K -1,000 Closed
ASN
72
Advisory Services Network
Georgia
-$19.5K -772 Closed
Simplex Trading
73
Simplex Trading
Illinois
-$14.1K -548 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
-$5.99K -237 Closed