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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
Manchester Capital Management
Vermont
$68.5K -$432 -4 -0.5%
BWA
727
Basecamp Wealth Advisors
Washington
$64.4K +$1.95K +18 +2%
SWM
728
Spire Wealth Management
Virginia
$64.1K +$24K +222 +43%
OWP
729
ORG Wealth Partners
Texas
$61.7K -$147K -1,364 -66%
CH
730
Cromwell Holdings
Wyoming
$61.3K -$4K -37 -5%
UB
731
UMB Bank
Missouri
$60.7K -$76.1K -704 -50%
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$59.9K -$67K -620 -47%
WIM
733
Westside Investment Management
California
$59.9K – – –
NRG
734
Nemes Rush Group
Michigan
$58.3K -$65.4K -605 -47%
CSP
735
Cary Street Partners
Virginia
$57.8K +$18K +167 +33%
KFI
736
Key Financial Inc
Pennsylvania
$56.8K -$432 -4 -0.6%
AA
737
Ancora Advisors
Ohio
$56.1K – – –
WETS
738
Wealth Enhancement Trust Services
South Dakota
$54.4K +$1.51K +14 +2%
BAM
739
Byrne Asset Management
New Jersey
$53.4K -$10.4K -96 -14%
FHC
740
First Horizon Corporation
Tennessee
$53.1K +$865 +8 +1%
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$52.1K -$54.9K -508 -46%
IBOK
742
Independence Bank of Kentucky
Kentucky
$50.7K – – –
OL
743
OneFund LLC
Florida
$50.6K -$12.3K -114 -16%
RFP
744
Root Financial Partners
California
$50K +$28.7K +266 +86%
EI
745
EFG International
$49.4K -$3.67K -34 -6%
ZBNA
746
Zions Bancorporation, National Association
Utah
$47.2K -$96K -888 -62%
C
747
Covestor
United Kingdom
$47K -$15.7K -145 -21%
MA
748
Montag & Associates
Georgia
$43.7K – – –
PWA
749
Provenance Wealth Advisors
Florida
$43.4K -$12.9K -119 -19%
CT
750
Coastline Trust
Rhode Island
$40.7K -$47.8K -442 -49%
28 29
30
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