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Exzeo Group

Name Holding Trade Value Shares
Change
Change in
Stake
C
76
Covestor
United Kingdom
$1K +$515 +35 New
FFA
77
Farther Finance Advisors
California
$760 +$662 +45 New
EWA
78
EverSource Wealth Advisors
Alabama
$692 +$603 +41 New
EP
79
Essential Partners
California
$675 +$588 +40 New
RIL
80
Rothschild Investment LLC
Illinois
$523 +$456 +31 New
SCM
81
Sterling Capital Management
North Carolina
$489 -$2.19K -149 -84%
CA
82
Clearstead Advisors
Ohio
$237 +$206 +14 New
CIAM
83
Caitong International Asset Management
Hong Kong
$135 +$118 +8 New
TWD
84
True Wealth Design
Ohio
$85 +$74 +5 New
QT
85
Quantbot Technologies
New York
$17 -$48.9K -3,324 -100%
WETS
86
Wealth Enhancement Trust Services
South Dakota
$17 +$15 +1 New
DCM
87
Driehaus Capital Management
Illinois
-$7.77M -529,752 Closed
Holocene Advisors
88
Holocene Advisors
New York
-$3.15M -214,426 Closed
PCM
89
Portolan Capital Management
Massachusetts
-$3.08M -209,885 Closed
OAM
90
Ophir Asset Management
Australia
-$2.82M -192,277 Closed
SGM
91
Seven Grand Managers
New York
-$1.47M -100,000 Closed
YIH
92
Y-Intercept (HK)
Hong Kong
-$678K -46,196 Closed
QC
93
Quadrature Capital
United Kingdom
-$336K -22,895 Closed
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
-$311K -21,349 Closed
Truist Financial
95
Truist Financial
North Carolina
-$257K -17,500 Closed
WIA
96
Wealthedge Investment Advisors
New York
-$219K -14,918 Closed
GAM
97
Gotham Asset Management
New York
-$149K -10,173 Closed