How many institutions own SAR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SAR shares is 82, representing 15% of the company's common stock.

Who are the major shareholders selling Saratoga Investment Corp. stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in SAR by -1.46% restricting it's holding to 7.02 thousand shares of worth nearly $161.98K. BNP PARIBAS ARBITRAGE, SNC also lessened -32.01% of the SAR shares from its portfolio, reducing its holding to 684 shares of worth $15.78K. COMMONWEALTH EQUITY SERVICES, LLC also shunned SAR shares holding by -26.04% last quarter which brought its holding to 18.64 thousand shares worth $429.96K.

Investors who are buying SAR stock?

As per its latest 13F filing, REGISTER FINANCIAL ADVISORS LLC increased its stake in SAR by 0.49% in the last quarter. The institutional holder raised its holding to 5.98 thousand shares having worth more than $137.97K. FLAGSHIP HARBOR ADVISORS, LLC also added 100% more shares of SAR to its portfolio, raising its holding to 443 shares of worth $10.23K. EMPOWERED FUNDS, LLC also increased its SAR shares holding by 100% which brought its holding to 449 shares worth $10.36K.

SAR's major insiders: who are they?

The insider with the most stakes in SAR is Oberbeck Christian L , CEO, Director and President at the company. Additionally, SAR stock is highly held by director Oberbeck Elizabeth and CFO, Secretary, CCO Petrocelli Richard A among others.

Did an insider recently sell SAR stock?

Company executives, directors, and other insiders own 13.49% percent of Saratoga Investment Corp.'s stock. Within the last six months, there have been 0 transaction(s) in which SAR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include OBERBECK ELIZABETH, OBERBECK CHRISTIAN L, and WILLIAMS GEORGE CABELL III.

Which insider recently purchased SAR stock?

There have been 0 transaction(s) during the past 6-months in which Saratoga Investment Corp. insiders have bought stock, totalling 0 shares

How much of SAR does insiders own?

Around 0 Saratoga Investment Corp. shares are held by insiders, which represents about 13.49% of SAR stock.

Who is the insider with the largest stake?

SAR CEO, Director and President, Oberbeck Christian L holds the largest portfolio of the company's shares. SAR shares owned by Oberbeck total nearly 689.78 thousand.

Which institution holds the most shares in SAR?

HARBOR ASSET PLANNING, INC. is the largest institutional owner in SAR which holds 261 shares worth $6.02K or 0% of the total SAR shares outstanding followed by EASTERN BANK with ownership of 400 shares representing 0% of the SAR ownership. REGISTER FINANCIAL ADVISORS LLC is the third largest stakeholder with 5.98 thousand shares or 0.04% of the ownership worth more than $137.97K.

Is Saratoga Investment Corp. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SAR is concerned, it is a stock which is optionable.

Is there a short position on SAR's shares?

Number of SAR shares short is 291.88K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SAR shares are there?

As of today, 15.95M shares of SAR are outstanding.

Is there many float in SAR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SAR has 13.62M shares in float.

SAR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SAR is 2.32.

Saratoga Investment (SAR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.83

Short Percent Of Float2.12

Shares Outstanding15.95M

Shares Float13.62M

Shares Short291.88K

Short Ratio2.32

2.12%

Short % of Float

1.83%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

13.49% Percentage of Shares held by All Insiders

15% Percentage of Shares held by All Institutions

17.34% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 15% of SAR shares are held by financial institutions. HARBOR ASSET PLANNING, INC. is the top corporate investor, holding 261 shares valued at $6.02K. A 0% stake in Saratoga Investment Corp. is owned by the company. EASTERN BANK owns 400 shares valued at $9.23K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	HARBOR ASSET PLANNING, INC.	0%	261	6.02K	0	0
Dec 31, 2025	EASTERN BANK	0%	400	9.23K	0	0
Dec 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.04%	5.98K	137.97K	29	+0.49%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0%	443	10.23K	443	+100.00%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0%	449	10.36K	449	+100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	500	11.54K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.04%	7.02K	161.98K	-104	-1.46%
Dec 31, 2025	COLONY GROUP, LLC	0.16%	25.6K	590.6K	25.6K	+100.00%
Dec 31, 2025	PFS PARTNERS, LLC	0%	503	11.61K	0	0
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	630	14K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	684	15.78K	-322	-32.01%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0%	701	16.17K	50	+7.68%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.01%	2K	46.14K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	18.64K	429.96K	-6.56K	-26.04%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.01%	163.36K	3.77M	5.07K	+3.21%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	13.5K	311.45K	13.5K	+100.00%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.1%	16.83K	388.2K	-34.94K	-67.49%
Dec 31, 2025	JB CAPITAL PARTNERS LP	0.21%	33.85K	780.85K	0	0
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.07%	11K	253.77K	-89.65K	-89.07%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.07%	10.7K	247K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	5.21K	120.24K	4.48K	+610.08%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	5.97K	137.8K	3K	+100.91%
Dec 31, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.08%	13.21K	305K	13.21K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.41%	65.59K	1.51M	-5.96K	-8.33%
Dec 31, 2025	UBS GROUP AG	0.08%	13.02K	300.46K	12.06K	+1,256.67%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	12.88K	297.03K	2.53K	+24.44%
Dec 31, 2025	DAVIDSON TRUST CO	0.07%	11K	253.77K	0	0
Dec 31, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.08%	12.1K	279.17K	-628	-4.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	18.95K	437K	-8.16K	-30.11%
Dec 31, 2025	MORGAN STANLEY	0.19%	30.34K	699.9K	-46.7K	-60.62%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.03%	4.26K	98.37K	1.44K	+50.72%
Dec 31, 2025		0.99%	159.5K	3.68B	159.5K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	1.99K	45.84K	1.99K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.07K	24.64M	368	+52.57%
Dec 31, 2025	IFP ADVISORS, INC	0.01%	1K	23.07M	0	0
Dec 31, 2025	LIDO ADVISORS, LLC	1.24%	199.14K	4.86M	1.27K	+0.64%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.88%	141.47K	3.26M	-38.59K	-21.43%
Dec 31, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.07%	11.42K	263.44K	-6.26K	-35.39%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.12%	19.46K	448.83K	3.8K	+24.27%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	17.39K	401K	-1.57K	-8.29%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.11%	18.19K	419.74K	-13.26K	-42.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	18.4K	424.56K	11.79K	+178.16%
Dec 31, 2025	CITADEL ADVISORS LLC	0.05%	8.7K	200.71K	-12.1K	-58.17%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.73%	117.29K	2.71M	23.77K	+25.41%
Dec 31, 2025	LPL FINANCIAL LLC	0.71%	113.73K	2.62M	5K	+4.60%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.63%	101.38K	2.34M	-14.26K	-12.33%
Dec 31, 2025	BLACKROCK, INC.	0.59%	95.2K	2.2M	-3.67K	-3.71%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.51%	82.83K	1.91M	-1.27K	-1.51%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	225	5.19K	0	0
Dec 31, 2025	AVION WEALTH	0%	204	4K	204	+100.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	125	2.88K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	10.21K	235.61K	-647	-5.96%
Dec 31, 2025	WEST FINANCIAL ADVISORS, LLC	0%	54	1.24K	2	+3.85%
Dec 31, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0%	94	2.17K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	21.83K	503.5K	1.81K	+9.03%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	25.67K	592.1K	2.59K	+11.24%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.2%	32.64K	753.03K	-3.64K	-10.04%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.42%	67.51K	1.56M	-47.53K	-41.32%
Dec 31, 2025	PFG ADVISORS	0.13%	21.7K	500.56K	-220	-1.00%
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.17%	27.03K	624K	-23.21K	-46.20%
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	0.27%	43.53K	1M	0	0
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.29%	46.68K	1.08M	0	0
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.31%	49.47K	1.14M	4.79K	+10.72%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.33%	52.85K	1.22M	-987	-1.83%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.38%	61.81K	1.43M	9.2K	+17.49%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.09%	13.73K	316.66K	344	+2.57%
Dec 31, 2025	LAUREL WEALTH ADVISORS LLC	0%	241	5.56K	241	+100.00%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.3%	46.68K	1.14M	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.07%	10.7K	261K	0	0
Sep 30, 2025	PFG ADVISORS	0.14%	21.92K	534.55K	6	+0.03%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.08%	12.76K	311.19K	12.76K	+100.00%
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.01%	2K	48.78K	0	0
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.01%	1.46K	35.71K	1.46K	+100.00%
Sep 30, 2025	PROMUS CAPITAL, LLC	0.01%	1.27K	31.05K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.01K	24.54K	1.01K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.01%	960	23.42K	-13.23K	-93.23%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.02%	2.83K	68K	2.83K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	2.97K	72.51K	1.97K	+197.30%
Sep 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	0	-	-181	-100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0%	0	-	-439	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-8.08K	-100.00%
Sep 30, 2025	FMR LLC	0%	1	24	-30	-96.77%
Sep 30, 2025	HURLEY CAPITAL, LLC	0%	14	341	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	20	488	20	+100.00%
Sep 30, 2025	WEST FINANCIAL ADVISORS, LLC	0%	52	1.27K	1	+1.96%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0%	75	2K	75	+100.00%
Sep 30, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0%	94	2.29K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	125	3.05K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	160	3.9K	160	+100.00%
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0%	261	6.37K	0	0
Sep 30, 2025	EASTERN BANK	0%	400	9.76K	400	+100.00%
Sep 30, 2025	PFS PARTNERS, LLC	0%	503	12.27K	0	0
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	630	15K	630	+100.00%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0%	651	15.87K	6	+0.93%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	734	17.91K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	10.86K	264.86K	21	+0.19%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	10.35K	252.34K	10.35K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	6.62K	167.9K	360	+5.75%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	20.02K	488.26K	9.93K	+98.36%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.28%	44.68K	1.09M	4.75K	+11.91%
Sep 30, 2025	LIDO ADVISORS, LLC	1.25%	197.87K	4.83M	11.62K	+6.24%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.73%	115.64K	2.82M	10.36K	+9.84%
Sep 30, 2025	JPMORGAN CHASE & CO	0.05%	7.13K	173.79K	-188	-2.57%
Sep 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.11%	17.68K	431.09K	17.68K	+100.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	17.81K	434.48K	-32	-0.18%
Sep 30, 2025	BLACKROCK, INC.	0.63%	98.87K	2.41M	29.27K	+42.05%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.64%	100.65K	2.45M	-131.15K	-56.58%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1%	158.29K	3.86M	7.01K	+4.63%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.14%	180.06K	4.39M	-28.55K	-13.68%
Sep 30, 2025	MARSHALL WACE, LLP	0.11%	16.63K	405.63K	16.63K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.12%	18.97K	463K	-3.33K	-14.94%
Sep 30, 2025	CITADEL ADVISORS LLC	0.13%	20.8K	507.31K	3.6K	+20.93%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	25.2K	615K	911	+3.75%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.26%	40.36K	984.29K	6.26K	+18.37%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.33%	52.61K	1.32M	0	0
Sep 30, 2025	DAVIDSON TRUST CO	0.07%	11K	268.29K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.69%	108.73K	2.65M	12.05K	+12.46%
Sep 30, 2025	BARD ASSOCIATES INC	0.09%	14.26K	347.7K	-1.59K	-10.03%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.08%	13.38K	326.39K	8.3K	+163.32%
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.04%	5.95K	145.15K	19	+0.32%
Sep 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.08%	12.73K	310.46K	12.47K	+4,814.67%
Sep 30, 2025	MORGAN STANLEY	0.49%	77.03K	1.88M	-880	-1.13%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.73%	115.04K	2.81M	-60.81K	-34.58%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.1%	15.66K	381.83K	15.66K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.59%	93.53K	2.28M	-1.42K	-1.50%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.53%	84.1K	2.05M	-16.82K	-16.67%
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.28%	43.53K	1.06M	4.37K	+11.17%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	71.55K	1.75M	4.65K	+6.95%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.34%	53.83K	1.31M	5.24K	+10.78%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.33%	51.76K	1.26M	8.51K	+19.67%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.32%	50.23K	1.23M	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.23%	36.29K	884.99K	-15	-0.04%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.2%	31.45K	767.14K	343	+1.10%
Sep 30, 2025	JB CAPITAL PARTNERS LP	0.21%	33.85K	807.93K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	27.11K	661K	10.79K	+66.10%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	23.07K	562.73K	-7.8K	-25.26%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.19%	30K	731.7K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.03%	5.08K	121.56K	-1.85K	-26.69%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	24.29K	602K	7.43K	+44.10%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.3%	46.68K	1.16M	0	0
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.28%	43.25K	1.07M	-23.72K	-35.42%
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.26%	39.15K	971.02K	0	0
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.24%	36.3K	900.24K	-6.89K	-15.95%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	16.1K	399.28K	16.1K	+100.00%
Jun 30, 2025	BARD ASSOCIATES INC	0.1%	15.85K	392.96K	-100	-0.63%
Jun 30, 2025	JANE STREET GROUP, LLC	0.09%	14.33K	355.33K	14.33K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.09%	14.19K	351.86K	13.21K	+1,353.69%
Jun 30, 2025	DAVIDSON TRUST CO	0.07%	11K	272.8K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	10.84K	268.8K	108	+1.01%
Jun 30, 2025	IFP ADVISORS, INC	0.01%	1K	24.8K	0	0
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.51%	231.8K	5.75M	-50.2K	-17.80%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.36%	208.61K	5.17M	15.44K	+7.99%
Jun 30, 2025	MORGAN STANLEY	0.51%	77.91K	1.93B	-14.74K	-15.91%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1K	24.8K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.11%	17.2K	426.56M	-900	-4.97%
Jun 30, 2025	PROMUS CAPITAL, LLC	0.01%	1.27K	31.57K	0	0
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.26%	39.93K	990.17K	7.04K	+21.41%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.34%	52.61K	1.3M	-2.28K	-4.15%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.44%	66.9K	1.66M	-1.64K	-2.39%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	94.95K	2.35M	1.02K	+1.09%
Jun 30, 2025	LPL FINANCIAL LLC	0.63%	96.68K	2.4M	8.02K	+9.04%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	16.32K	405K	624	+3.97%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.12%	17.85K	442.21K	5.75K	+47.55%
Jun 30, 2025	PFG ADVISORS	0.14%	21.91K	543.4K	6	+0.03%
Jun 30, 2025	ROYAL BANK OF CANADA	0.15%	22.3K	553K	-1.18K	-5.02%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.32%	48.6K	1.21M	3.09K	+6.79%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.33%	50.23K	1.25M	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.99%	151.28K	3.75M	25.49K	+20.26%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.15%	175.84K	4.36M	-60.03K	-25.45%
Jun 30, 2025	LIDO ADVISORS, LLC	1.21%	186.25K	4.62M	56.13K	+43.13%
Jun 30, 2025	BLACKROCK, INC.	0.45%	69.6K	1.73M	17.68K	+34.06%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.69%	105.29K	2.61M	-9.23K	-8.06%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.22%	34.09K	845.48K	34.09K	+100.00%
Jun 30, 2025	JB CAPITAL PARTNERS LP	0.22%	33.85K	822.82K	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	0.2%	31.11K	771.53K	1.09K	+3.64%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.66%	100.92K	2.5M	655	+0.65%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	30.87K	765.53K	-2.16K	-6.55%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.2%	30K	744K	0	0
Jun 30, 2025	WEDBUSH SECURITIES INC	0.07%	10.7K	265K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	10.33K	256.13K	-54	-0.52%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	10.09K	250.28K	43	+0.43%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	9.77K	242.25K	9.77K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	8.08K	200K	-1.15K	-12.48%
Jun 30, 2025	JPMORGAN CHASE & CO	0.05%	7.31K	181.37K	-3.61K	-33.05%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	6.26K	155.16K	1.21K	+24.00%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.04%	5.98K	241K	5.74K	+2,380.08%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.01%	2K	49.6K	0	0
Jun 30, 2025		0.01%	1.27K	31.57K	0	0
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.04%	5.93K	147.11K	20	+0.34%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	9.23K	234K	347	+3.91%
Mar 31, 2025	LIDO ADVISORS, LLC	0.94%	130.13K	3.3M	35.15K	+37.00%
Mar 31, 2025	BLACKROCK, INC.	0.37%	51.92K	1.32M	-1.08K	-2.04%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.39%	193.17K	4.89M	48.35K	+33.39%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.9%	125.79K	3.19M	3.5K	+2.86%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.72%	100.27K	2.54M	-9.52K	-8.67%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	2.03%	282K	7.14M	136.9K	+94.35%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.7%	235.87K	5.97M	107.49K	+83.73%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	18.1K	458.47K	-2.2K	-10.84%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.68%	93.93K	2.38M	2.93K	+3.22%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.24%	32.89K	833K	41	+0.12%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.22%	30.02K	760.31K	87	+0.29%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.22%	30K	759.9K	0	0
Mar 31, 2025	MARSHALL WACE, LLP	0.2%	28.08K	711.34K	-7.88K	-21.91%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	15.7K	398K	15.7K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.08%	10.7K	271K	2K	+22.99%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.05%	6.93K	175.59K	1.85K	+36.40%
Mar 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.04%	5.91K	149.76K	18	+0.31%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.31%	43.19K	1.09M	43.19K	+100.00%
Mar 31, 2025	NEXT LEVEL PRIVATE LLC	0.28%	39.15K	991.77K	0	0
Mar 31, 2025	JB CAPITAL PARTNERS LP	0.24%	33.85K	839.41K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.38%	53.03K	1.34M	9.17K	+20.92%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	5.05K	127.78K	-331	-6.16%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.27K	57.48K	0	0
Mar 31, 2025	MORGAN STANLEY	0.67%	92.65K	2.35M	-1.54K	-1.63%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	33.03K	836.7K	-1K	-2.94%
Mar 31, 2025	ROYAL BANK OF CANADA	0.17%	23.48K	595K	1.02K	+4.53%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.82%	114.51K	2.9M	7.11K	+6.62%
Mar 31, 2025	PFG ADVISORS	0.16%	21.91K	554.86K	-169	-0.77%
Mar 31, 2025	LPL FINANCIAL LLC	0.64%	88.67K	2.25M	1.36K	+1.56%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.51%	70.45K	1.78M	-34.68K	-32.99%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	68.54K	1.74M	8.58K	+14.31%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.48%	66.97K	1.7M	2.96K	+4.62%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.39%	54.89K	1.39M	-24.68K	-31.02%
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.36%	50.23K	1.27M	-8.83K	-14.95%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.34%	46.68K	1.18M	0	0
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.33%	45.51K	1.15M	45.51K	+100.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.21%	29.51K	747.46K	17.6K	+147.68%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	16.85K	427K	1.44K	+9.36%
Mar 31, 2025	BARD ASSOCIATES INC	0.11%	15.95K	403.89K	0	0
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.09%	12.09K	306.36K	-46.96K	-79.52%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	11.7K	296.36K	300	+2.63%
Mar 31, 2025	DAVIDSON TRUST CO	0.08%	11K	278.63K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.08%	10.92K	276.69K	4.13K	+60.89%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.08%	10.87K	275.31K	10.87K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	10.73K	271.8K	-393	-3.53%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	10.38K	262.97K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	10.05K	254.54K	10.05K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.03%	3.4K	78.88K	2.6K	+325.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.17%	22.84K	530K	4.02K	+21.33%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.23%	29.64K	687.38K	-70.74K	-70.47%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.23%	29.86K	692.71K	-3.95K	-11.68%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.28%	36.02K	835.73K	36.02K	+100.00%
Mar 31, 2024	TMD WEALTH MANAGEMENT, LLC	0.52%	68.23K	1.58M	9.45K	+16.07%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.76%	99.4K	2.31M	9K	+9.95%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.77%	100.84K	2.34M	2.88K	+2.94%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.97%	126.17K	2.93M	6.84K	+5.73%
Mar 31, 2024	CERITY PARTNERS LLC	0%	0	-	-16.66K	-100.00%
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0%	0	-	-13.52K	-100.00%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0%	0	-	-3.1K	-100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-6.56K	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	0	-	-2K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-6.44K	-100.00%
Mar 31, 2024	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	181	4K	0	0
Mar 31, 2024	OLD POINT TRUST & FINANCIAL SERVICES N A	0%	200	4.64K	200	+100.00%
Mar 31, 2024	SIGNATUREFD, LLC	0%	222	5.15K	-34	-13.28%
Mar 31, 2024	LAUREL WEALTH ADVISORS LLC	0%	241	5.59K	0	0
Mar 31, 2024	ENTRYPOINT CAPITAL, LLC	0%	398	9.23K	-5.71K	-93.49%
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	500	11.6K	0	0
Mar 31, 2024	PFS PARTNERS, LLC	0%	503	11.67K	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0%	600	13.87K	600	+100.00%
Mar 31, 2024	UBS GROUP AG	0.02%	2.79K	64.64K	1.43K	+105.61%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	1.18%	153.94K	3.57M	-81.11K	-34.51%
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0.02%	2.79K	64.68K	-9.94K	-78.09%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	4.96K	115.17K	-1.07K	-17.79%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.04%	5.08K	117.9K	0	0
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.04%	5.83K	135.31K	17	+0.29%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.06%	7.26K	168.41K	-1.12K	-13.39%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.07%	8.83K	205K	8.83K	+100.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.07%	9.12K	234.24K	-192	-2.06%
Mar 31, 2024	MARINER, LLC	0.07%	9.12K	211.67K	-3.1K	-25.34%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.08%	9.97K	231.27K	305	+3.16%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	11K	255.2K	-10.2K	-48.11%
Mar 31, 2024	DAVIDSON TRUST CO	0.08%	11K	255.2K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.09%	11.16K	258.8K	-500	-4.29%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.09%	11.39K	264.32K	832	+7.88%
Mar 31, 2024	BARD ASSOCIATES INC	0.12%	15.95K	369.92K	0	0
Mar 31, 2024	MCDONALD PARTNERS LLC	0.16%	20.28K	470.39K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	20.55K	477K	20.55K	+100.00%
Mar 31, 2024	PFG ADVISORS	0.18%	23.2K	538.12K	-33	-0.14%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.19%	25K	580K	25K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.2%	26.33K	611K	301	+1.16%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.2%	26.63K	617.82K	26.63K	+100.00%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.21%	27.9K	647.3K	11.52K	+70.37%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.23%	30.6K	709.96K	30.6K	+100.00%
Mar 31, 2024	ALPINE GLOBAL MANAGEMENT, LLC	0.24%	31.3K	726.14K	31.3K	+100.00%
Mar 31, 2024	NEXT LEVEL PRIVATE LLC	0.24%	31.48K	730.25K	0	0
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.37%	47.68K	1.11M	0	0
Mar 31, 2024	MORGAN STANLEY	0.43%	55.98K	1.3M	23.93K	+74.68%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.45%	58.98K	1.37M	11.52K	+24.27%
Mar 31, 2024	LIDO ADVISORS, LLC	0.54%	70.62K	1.64M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.6%	78.84K	1.83M	4.4K	+5.91%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	1.17%	152.7K	3.54M	-60.2K	-28.28%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.21%	27.07K	628.07K	2.88K	+11.91%
Mar 31, 2024	JB CAPITAL PARTNERS LP	0.26%	33.85K	785.25K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	37.03K	859.14K	3.09K	+9.11%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	56.98K	1.32M	56.98K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.81%	106.3K	2.47M	-116.97K	-52.39%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.96%	125.37K	2.91M	2.15K	+1.75%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.97%	126.13K	2.93M	15.78K	+14.30%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.07%	9.66K	249.92K	512	+5.59%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.08%	10.56K	273.11K	1.6K	+17.91%
Dec 31, 2023	AQUATIC CAPITAL MANAGEMENT LLC	0.09%	11.2K	290K	11.2K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.09%	11.66K	301.4K	0	0
Dec 31, 2023	MARINER, LLC	0.09%	12.22K	316K	2.67K	+28.01%
Dec 31, 2023	QUANTBOT TECHNOLOGIES LP	0.1%	12.73K	329.09K	6.16K	+93.85%
Dec 31, 2023	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.1%	13.52K	350K	13.52K	+100.00%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.11%	14K	361.94K	14K	+100.00%
Dec 31, 2023	MARSHALL WACE, LLP	0.11%	14.66K	379K	-44.32K	-75.15%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.12%	15.28K	395.01K	-14.88K	-49.35%
Dec 31, 2023	BARD ASSOCIATES INC	0.12%	15.95K	412.34K	-540	-3.28%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.13%	16.38K	423.51K	-4.71K	-22.34%
Dec 31, 2023	CERITY PARTNERS LLC	0.13%	16.66K	430.89K	16.66K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	1.8%	235.05K	6.08M	24.44K	+11.60%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.14%	18.83K	487K	1.44K	+8.31%
Dec 31, 2023	MCDONALD PARTNERS LLC	0.16%	20.28K	524.31K	20.28K	+100.00%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.18%	22.92K	592.61K	6.81K	+42.29%
Dec 31, 2023	PFG ADVISORS	0.18%	23.23K	600.68K	-2K	-7.93%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.19%	24.19K	625.6K	1.02K	+4.42%
Dec 31, 2023	ROYAL BANK OF CANADA	0.2%	26.03K	673K	287	+1.12%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.22%	28.86K	746.24K	16.26K	+129.01%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.23%	30.29K	783.27K	-8.01K	-20.90%
Dec 31, 2023	NEXT LEVEL PRIVATE LLC	0.24%	31.48K	813.98K	0	0
Dec 31, 2023	MORGAN STANLEY	0.25%	32.05K	828.69K	-19.36K	-37.67%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.26%	33.81K	874.28K	-15.88K	-31.96%
Dec 31, 2023		0.3%	39.56K	1.02M	39.56K	+100.00%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.75%	97.96K	2.53M	10.92K	+12.54%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.77%	100.39K	2.6M	44.72K	+80.34%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.85%	110.35K	2.85M	28.03K	+34.04%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.91%	119.33K	3.09M	-20.72K	-14.80%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.94%	123.22K	3.19M	40.25K	+48.50%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	1.63%	212.9K	5.51M	31.6K	+17.43%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.71%	223.27K	5.77M	-72.46K	-24.50%
Dec 31, 2023	JB CAPITAL PARTNERS LP	0.26%	33.85K	875.28K	0	0
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.26%	33.94K	877.71K	17.37K	+104.83%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.36%	47.46K	1.23M	555	+1.18%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.37%	47.68K	1.23M	0	0
Dec 31, 2023	SIMPLIFY ASSET MANAGEMENT INC.	0.4%	51.7K	1.34M	3.2K	+6.60%
Dec 31, 2023	TMD WEALTH MANAGEMENT, LLC	0.45%	58.78K	1.52M	58.78K	+100.00%
Dec 31, 2023	LIDO ADVISORS, LLC	0.54%	70.62K	1.83M	70.62K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.57%	74.44K	1.92M	470	+0.64%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.66%	86.04K	3.33M	82.86K	+2,604.02%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.69%	90.4K	2.34M	-2.03K	-2.19%
Dec 31, 2023	JPMORGAN CHASE & CO	0.05%	6.44K	166.41K	-6.83K	-51.49%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.05%	6.56K	169.54K	387	+6.27%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	7.91K	204.42K	6.42K	+431.61%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.06%	8.38K	216.73K	-30.84K	-78.63%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	8.4K	217.22K	2.9K	+52.73%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.07%	9.31K	240.67K	192	+2.11%

Insiders

Among the SAR insiders holding of 13.49% of the stake in company, OBERBECK CHRISTIAN L, CEO, Director and President, holds the largest shares of 689.78K. OBERBECK ELIZABETH, director, is the second largest SAR insider with ownership of 684.18K shares. PETROCELLI RICHARD A, CFO, Secretary, CCO, stands third with possession of 328.95K shares of that stake.

Insiders	Designation	Shares Held
OBERBECK CHRISTIAN L	CEO, Director and President	689.78K
OBERBECK ELIZABETH	director	684.18K
PETROCELLI RICHARD A	CFO, Secretary, CCO	328.95K
HAYDEN RICHARD M	Chairman of the Bd of Director	106.53K
INGLESBY THOMAS V	Chief Executive Officer	85.37K
WILLIAMS GEORGE CABELL III	director	64.3K
CASTRO DANIEL I JR		40K
CUMMINGS ROBERT F JR	director	16.74K
STEENKAMP HENRI J	CFO, CCO, Treasurer, Secretary	13.05K
ALLORTO RICHARD T JR	Chief Financial Officer	10K
KATZENSTEIN SETH M	Man. Dir. of CCG of GSC Group	8.3K
WRIGHT ALEXANDER B	Man. Dir. of CCG of GSC Group	5.75K
LOONEY STEVEN M		3.76K
THOMPSON DAVID B JR	VP of CCG of GSC Group	2.25K
TURKEDJIEV IVO	VP Corporate Credit Group	1.6K
WHITMAN III CHARLES S	director	1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 04, 2023	OBERBECK CHRISTIAN L	PURCHASE	23.81	2K	47.62K	689.78K
Aug 02, 2022	LOONEY STEVEN M	PURCHASE	23.54	1.25K	29.43K	3.76K
Aug 11, 2020	OBERBECK CHRISTIAN L	PURCHASE	17.67	2K	35.34K	727.45K
Aug 10, 2020	OBERBECK CHRISTIAN L	PURCHASE	17.51	5K	87.55K	725.45K
Jul 24, 2020	OBERBECK CHRISTIAN L	PURCHASE	16.89	1K	16.89K	720.45K
Jul 23, 2020	OBERBECK CHRISTIAN L	PURCHASE	17.50	3K	52.51K	719.45K
Jul 22, 2020	OBERBECK CHRISTIAN L	PURCHASE	17.53	2K	35.06K	716.45K
Jul 13, 2020	OBERBECK CHRISTIAN L	PURCHASE	16.00	500	8K	714.45K
Jul 10, 2020	OBERBECK CHRISTIAN L	PURCHASE	15.98	500	7.99K	713.95K
May 21, 2020	OBERBECK CHRISTIAN L	PURCHASE	14.91	5K	74.55K	749.44K
May 14, 2020	OBERBECK CHRISTIAN L	PURCHASE	12.41	4K	49.64K	744.44K
May 14, 2020	STEENKAMP HENRI J	PURCHASE	12.90	1.2K	15.52K	13.05K
May 13, 2020	OBERBECK CHRISTIAN L	PURCHASE	12.88	4K	51.52K	740.44K
May 13, 2020	STEENKAMP HENRI J	PURCHASE	13.00	797	10.36K	11.85K
May 11, 2020	OBERBECK CHRISTIAN L	PURCHASE	12.94	3K	38.82K	736.44K
May 08, 2020	OBERBECK CHRISTIAN L	PURCHASE	13.11	8K	104.88K	733.44K
May 08, 2020	WILLIAMS GEORGE CABELL III	PURCHASE	12.76	12.1K	154.45K	64.3K
Jan 15, 2019	STEENKAMP HENRI J	PURCHASE	22.00	1.21K	26.58K	9.03K
Jun 25, 2018	OBERBECK ELIZABETH	SALE	25.53	60K	1.53M	684.18K
May 23, 2018	OBERBECK CHRISTIAN L	SALE	22.45	635	14.26K	120.38K
Jul 06, 2016	OBERBECK CHRISTIAN L	PURCHASE	17.08	1.59K	27.09K	183.06K
Jan 15, 2016	LOONEY STEVEN M	PURCHASE	14.53	500	7.27K	2.51K
Nov 20, 2015	LOONEY STEVEN M	PURCHASE	14.92	550	8.2K	2.01K
Jan 22, 2015	WILLIAMS GEORGE CABELL III	PURCHASE	15.40	3.7K	56.96K	31.88K
Jan 21, 2015	WILLIAMS GEORGE CABELL III	PURCHASE	15.15	500	7.58K	28.18K
Jan 20, 2015	WILLIAMS GEORGE CABELL III	PURCHASE	15.25	1K	15.25K	27.68K
Jan 16, 2015	WILLIAMS GEORGE CABELL III	PURCHASE	15.09	6.3K	95.08K	26.68K
Oct 20, 2014	STEENKAMP HENRI J	PURCHASE	15.49	609	9.43K	1.4K
Oct 17, 2014	STEENKAMP HENRI J	PURCHASE	15.00	700	10.5K	700
Oct 17, 2014	WILLIAMS GEORGE CABELL III	SALE	14.85	1.03K	15.34K	20.38K
Jan 30, 2012	WILLIAMS GEORGE CABELL III	PURCHASE	14.10	3.05K	42.96K	15K
Jan 25, 2012	WILLIAMS GEORGE CABELL III	PURCHASE	13.58	1.08K	14.63K	11.96K
Jan 24, 2012	WILLIAMS GEORGE CABELL III	PURCHASE	13.59	4K	54.36K	10.88K
Jul 28, 2011	LOONEY STEVEN M	PURCHASE	20.79	136	2.83K	1K
Jan 20, 2011	WHITMAN III CHARLES S	PURCHASE	19.18	201	3.85K	1K
Jan 20, 2011	LOONEY STEVEN M	PURCHASE	19.25	500	9.63K	865
Aug 04, 2010	WHITMAN III CHARLES S	PURCHASE	1.96	2K	3.92K	6.41K
Jul 30, 2010	PETROCELLI RICHARD A	PURCHASE	1.52	328.95K	500K	328.95K
Jul 30, 2010	OBERBECK CHRISTIAN L	PURCHASE	1.52	5.52M	8.4M	5.52M
Jun 10, 2008	THOMPSON DAVID B JR	PURCHASE	10.25	1K	10.25K	2.25K
Jun 10, 2008	TURKEDJIEV IVO	PURCHASE	10.20	300	3.06K	1.6K
Jun 09, 2008	INGLESBY THOMAS V	PURCHASE	10.37	600	6.22K	85.37K
Jun 09, 2008	TURKEDJIEV IVO	PURCHASE	10.20	100	1.02K	1.3K
Jun 09, 2008	ALLORTO RICHARD T JR	PURCHASE	10.40	450	4.68K	10K
Jun 06, 2008	INGLESBY THOMAS V	PURCHASE	10.41	100	1.04K	84.67K
Jun 02, 2008	ALLORTO RICHARD T JR	PURCHASE	10.30	685	7.06K	8.87K
Jan 25, 2008	INGLESBY THOMAS V	PURCHASE	10.72	1K	10.73K	79.46K
Jan 23, 2008	ALLORTO RICHARD T JR	PURCHASE	10.45	500	5.23K	7.68K
Jan 22, 2008	ALLORTO RICHARD T JR	PURCHASE	10.49	200	2.1K	7.18K
Jan 16, 2008	WHITMAN III CHARLES S	PURCHASE	11.06	1K	11.06K	2K
Nov 02, 2007	WRIGHT ALEXANDER B	PURCHASE	11.56	750	8.67K	5.75K
Nov 02, 2007	KATZENSTEIN SETH M	PURCHASE	11.50	200	2.3K	8.3K
Nov 02, 2007	CASTRO DANIEL I JR	PURCHASE	11.50	5K	57.5K	40K
Nov 02, 2007	INGLESBY THOMAS V	PURCHASE	11.60	32.49K	376.87K	68.82K
Nov 02, 2007	CUMMINGS ROBERT F JR	PURCHASE	11.60	16.74K	194.15K	16.74K
Nov 02, 2007	HAYDEN RICHARD M	PURCHASE	11.58	3K	34.73K	106.53K
Nov 02, 2007	ALLORTO RICHARD T JR	PURCHASE	11.50	5.8K	66.7K	6.28K
Nov 01, 2007	INGLESBY THOMAS V	PURCHASE	11.50	984	11.32K	45.97K

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