Filing Research
Snapshot holdings
#
1Hennion & Walsh Asset Management, Inc.$2.8M
2INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.6M
3Wealthcare Advisory Partners LLC$1.1M
4Next Level Private LLC$971.1K
5Focus Financial Network, Inc.$562.6K
6GREENWOOD GEARHART LLC$479.7K
7D.A. DAVIDSON & CO.$332.3K
8Register Financial Advisors LLC$134.5K
9Triumph Capital Management$65.8K
10IFP Advisors, Inc$22.3K
11EVOLUTION WEALTH MANAGEMENT INC.$15.6K
12PFS Partners, LLC$11.2K
13Strategic Investment Solutions, Inc. /IL$2.2K
14MJT & Associates Financial Advisory Group, Inc.$2.1K
15West Financial Advisors, LLC$1.3K
16State of Alaska, Department of Revenue$14
Manager changes
#
1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
+$853.0K
2
Focus Financial Network, Inc.
+$99.5K
3
GREENWOOD GEARHART LLC
+$90.4K
4
Triumph Capital Management
+$27.0K
5
Next Level Private LLC
+$19.2K
6
Register Financial Advisors LLC
+$3.2K
7
IFP Advisors, Inc
+$440
8
EVOLUTION WEALTH MANAGEMENT INC.
+$308
9
PFS Partners, LLC
+$221
10
West Financial Advisors, LLC
+$66
11
Strategic Investment Solutions, Inc. /IL
+$44
12
MJT & Associates Financial Advisory Group, Inc.
+$42
13
State of Alaska, Department of Revenue
+$1
14
Fortitude Family Office, LLC
-$3.1K
15
Wealthcare Advisory Partners LLC
-$9.7K
16
D.A. DAVIDSON & CO.
-$68.0K
17
Hennion & Walsh Asset Management, Inc.
-$176.7K
18
PFG Advisors
-$474.7K
Filing Research | SARATOGA INVT CORP Institutional Holdings