We are live on ! Find out more
SAR icon

Saratoga Investment

Name Holding Trade Value Shares
Change
Change in
Stake
BDCM
1
Black Diamond Capital Management
Connecticut
$20.6M +$365K +16,406 +2%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.85M
CAS
3
Cue Advisory Services
Arizona
$1.09M
MCM
4
McKinley Capital Management
Alaska
$961K +$68.7K +3,086 +10%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$790K
Legal & General Group
6
Legal & General Group
United Kingdom
$610K +$11K +492 +2%
Wells Fargo
7
Wells Fargo
California
$540K +$65.8K +2,954 +18%
AWW
8
Alan W. Weber
$479K +$385K +17,293 New
BAM
9
Belpointe Asset Management
Nevada
$424K -$241K -10,838 -41%
Northern Trust
10
Northern Trust
Illinois
$334K -$2.23K -100 -0.8%
AIP
11
Ahrens Investment Partners
Louisiana
$230K +$185K +8,300 New
Nuveen Fund Advisors
12
Nuveen Fund Advisors
Illinois
$217K -$188K -8,434 -52%
SWP
13
Stratos Wealth Partners
Ohio
$206K
Macquarie Group
14
Macquarie Group
Australia
$173K -$181K -8,114 -56%
JP Morgan Chase
15
JP Morgan Chase
New York
$111K +$78.7K +3,534 +760%
AG
16
Advisor Group
Arizona
$97K +$63.2K +2,839 +444%
CF
17
Centaurus Financial
California
$66K +$53.4K +2,400 New
VFA
18
Valeo Financial Advisors
Indiana
$66K +$60.6K +2,720 New
APA
19
American Portfolios Advisors
New York
$37.2K +$111 +5 +0.4%
CBT
20
Capital Bank & Trust
California
$28K
UBS Group
21
UBS Group
Switzerland
$22K -$6.81K -306 -28%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20K +$16K +720 New
GWM
23
Geneos Wealth Management
Colorado
$10K
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$8K +$6.68K +300 New
SFM
25
Signet Financial Management
New Jersey
$6K