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Exzeo Group

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
76
Farther Finance Advisors
California
$760 +$662 +45 New
EverSource Wealth Advisors
77
EverSource Wealth Advisors
Alabama
$692 +$603 +41 New
Essential Partners
78
Essential Partners
California
$675 +$588 +40 New
Rothschild Investment LLC
79
Rothschild Investment LLC
Illinois
$523 +$456 +31 New
Sterling Capital Management
80
Sterling Capital Management
North Carolina
$489 -$2.19K -149 -84%
Clearstead Advisors
81
Clearstead Advisors
Ohio
$237 +$206 +14 New
Caitong International Asset Management
82
Caitong International Asset Management
Hong Kong
$135 +$118 +8 New
True Wealth Design
83
True Wealth Design
Ohio
$85 +$74 +5 New
Quantbot Technologies
84
Quantbot Technologies
New York
$17 -$48.9K -3,324 -100%
Wealth Enhancement Trust Services
85
Wealth Enhancement Trust Services
South Dakota
$17 +$15 +1 New
Driehaus Capital Management
86
Driehaus Capital Management
Illinois
– -$7.77M -529,752 Closed
Holocene Advisors
87
Holocene Advisors
New York
– -$3.15M -214,426 Closed
Portolan Capital Management
88
Portolan Capital Management
Massachusetts
– -$3.08M -209,885 Closed
Ophir Asset Management
89
Ophir Asset Management
Australia
– -$2.82M -192,277 Closed
Seven Grand Managers
90
Seven Grand Managers
New York
– -$1.47M -100,000 Closed
Y-Intercept (HK)
91
Y-Intercept (HK)
Hong Kong
– -$678K -46,196 Closed
Quadrature Capital
92
Quadrature Capital
United Kingdom
– -$336K -22,895 Closed
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
– -$311K -21,349 Closed
Truist Financial
94
Truist Financial
North Carolina
– -$257K -17,500 Closed
Wealthedge Investment Advisors
95
Wealthedge Investment Advisors
New York
– -$219K -14,918 Closed
Gotham Asset Management
96
Gotham Asset Management
New York
– -$149K -10,173 Closed