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Cannae Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
201
Bartlett & Co Wealth Management
Ohio
$2K +$1.82K +100 New
GI
202
GAMMA Investing
California
$1.99K +$1.78K +98 New
GTAM
203
Global Trust Asset Management
Florida
$1.62K – – –
FFA
204
Farther Finance Advisors
California
$1.23K +$1.15K +63 New
QC
205
Quent Capital
New York
$1.21K – – –
EWA
206
EverSource Wealth Advisors
Alabama
$976 – – –
S
207
Sachetta
Massachusetts
$976 +$911 +50 New
PA
208
Parallel Advisors
California
$878 +$819 +45 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$819 – – –
IGWM
210
ICA Group Wealth Management
Colorado
$702 +$656 +36 New
NSG
211
Nalls Sherbakoff Group
Tennessee
$586 – – –
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$546 +$510 +28 New
SWM
213
Spire Wealth Management
Virginia
$533 – – –
BIA
214
Bell Investment Advisors
California
$488 -$492 -27 -52%
ZB
215
Zions Bancorporation
Utah
$468 – – –
OP
216
ORG Partners
Indiana
$292 +$273 +15 New
KFI
217
Key Financial Inc
Pennsylvania
$176 – – –
GEA
218
Glen Eagle Advisors
New Jersey
$78 – – –
TWP
219
TFO Wealth Partners
Ohio
$78 – – –
GIA
220
GHP Investment Advisors
Colorado
$59 – – –
CIR
221
Clear Investment Research
Georgia
$20 – – –
Loomis, Sayles & Company
222
Loomis, Sayles & Company
Massachusetts
– -$6.08M -325,971 Closed
DZ Bank
223
DZ Bank
Germany
– -$1.61M -86,506 Closed
Victory Capital Management
224
Victory Capital Management
Texas
– -$1.01M -54,197 Closed
YIH
225
Y-Intercept (HK)
Hong Kong
– -$839K -45,030 Closed