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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Conning Inc
Connecticut
$211K +$208K +1,672 New
AWM
752
Aprio Wealth Management
Georgia
$211K +$207K +1,670 New
AC
753
Apella Capital
Connecticut
$208K +$210K +1,691 New
VBA
754
von Borstel & Associates
Oregon
$207K +$209K +1,682 New
SWA
755
SFMG Wealth Advisors
Texas
$205K +$202K +1,627 New
QWP
756
Quotient Wealth Partners
Texas
$205K +$202K +1,626 New
PCA
757
Pallas Capital Advisors
Massachusetts
$204K -$145K -1,166 -42%
BBI
758
Baxter Bros Inc
Connecticut
$202K +$199K +1,601 New
IC
759
Inscription Capital
Texas
$202K -$198K -1,593 -50%
UB
760
UMB Bank
Missouri
$201K +$11.5K +93 +6%
BTWM
761
Baker Tilly Wealth Management
Wisconsin
$201K +$198K +1,594 New
SWM
762
Seed Wealth Management
Illinois
$200K -$220K -1,770 -53%
CFB
763
Cullen/Frost Bankers
Texas
$178K -$117K -939 -40%
1IA
764
1620 Investment Advisors
Massachusetts
$177K +$19.7K +159 +13%
WBC
765
Westpac Banking Corp
Australia
$176K – – –
LS
766
Livforsakringsbolaget Skandia
Sweden
$174K -$931K -7,500 -84%
NRG
767
Nemes Rush Group
Michigan
$161K +$24.8K +200 +19%
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$161K +$5.96K +48 +4%
FC
769
Financial Consulate
Maryland
$160K +$157K +1,266 New
CFO
770
CVA Family Office
Colorado
$159K +$621 +5 +0.4%
GRP
771
Global Retirement Partners
California
$158K -$23.5K -189 -13%
PWS
772
Peterson Wealth Services
Utah
$155K +$1.26M +10,167 +873%
MG
773
Mather Group
Illinois
$144K +$142K +1,144 New
ZBNA
774
Zions Bancorporation, National Association
Utah
$142K +$10.7K +86 +8%
MHR
775
Matthew Hamilton Rosenberg
$140K -$34K -274 -20%
29 30
31
32 33