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Sally Beauty Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$24K – – –
PAM
177
Panagora Asset Management
Massachusetts
$19K – – –
EVM
178
Eaton Vance Management
Massachusetts
$17K +$14.5K +865 New
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
FWM
180
Focused Wealth Management
New York
$9K – – –
FPS
181
Fieldpoint Private Securities
Connecticut
$8K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$8K +$6.58K +393 New
KFP
183
KB Financial Partners
New Jersey
$7K +$5.71K +341 New
IPW
184
IronBridge Private Wealth
Texas
$6K -$2.56K -153 -34%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
NICM
186
Neo Ivy Capital Management
New York
$5K +$3.9K +233 New
PLU
187
Performa Ltd (US)
South Carolina
$4K -$3.35K -200 -50%
PMFA
188
Plante Moran Financial Advisors
Michigan
$4K +$2.98K +178 New
ADIM
189
Alpha DNA Investment Management
Maryland
$3K – – –
NSIM
190
North Star Investment Management
Illinois
$3K – – –
QCG
191
Quadrant Capital Group
Ohio
$3K – – –
FF
192
FourThought Financial
Florida
$2K – – –
HR
193
Howe & Rusling
New York
$2K – – –
TFO
194
Tarbox Family Office
California
$2K – – –
TWA
195
TCI Wealth Advisors
Arizona
$2K +$1.52K +91 New
CFD
196
Creative Financial Designs
Indiana
$1K – – –
PCG
197
Private Capital Group
Connecticut
$1K – – –
DA
198
Denali Advisors
California
$1K +$653 +39 New
WT
199
Washington Trust
Rhode Island
$1K +$1.1K +66 New
Millennium Management
200
Millennium Management
New York
– -$60.8M -4,664,227 Closed