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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Aprio Wealth Management
Georgia
$211K +$207K +1,670 New
AC
752
Apella Capital
Connecticut
$208K +$210K +1,691 New
VBA
753
von Borstel & Associates
Oregon
$207K +$209K +1,682 New
SWA
754
SFMG Wealth Advisors
Texas
$205K +$202K +1,627 New
QWP
755
Quotient Wealth Partners
Texas
$205K +$202K +1,626 New
PCA
756
Pallas Capital Advisors
Massachusetts
$204K -$145K -1,166 -42%
BBI
757
Baxter Bros Inc
Connecticut
$202K +$199K +1,601 New
IC
758
Inscription Capital
Texas
$202K -$198K -1,593 -50%
UB
759
UMB Bank
Missouri
$201K +$11.5K +93 +6%
BTWM
760
Baker Tilly Wealth Management
Wisconsin
$201K +$198K +1,594 New
SWM
761
Seed Wealth Management
Illinois
$200K -$220K -1,770 -53%
CFB
762
Cullen/Frost Bankers
Texas
$178K -$117K -939 -40%
1IA
763
1620 Investment Advisors
Massachusetts
$177K +$19.7K +159 +13%
WBC
764
Westpac Banking Corp
Australia
$176K – – –
LS
765
Livforsakringsbolaget Skandia
Sweden
$174K -$931K -7,500 -84%
NRG
766
Nemes Rush Group
Michigan
$161K +$24.8K +200 +19%
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$161K +$5.96K +48 +4%
FC
768
Financial Consulate
Maryland
$160K +$157K +1,266 New
CFO
769
CVA Family Office
Colorado
$159K +$621 +5 +0.4%
GRP
770
Global Retirement Partners
California
$158K -$23.5K -189 -13%
PWS
771
Peterson Wealth Services
Utah
$155K +$1.26M +10,167 +873%
MG
772
Mather Group
Illinois
$144K +$142K +1,144 New
ZBNA
773
Zions Bancorporation, National Association
Utah
$142K +$10.7K +86 +8%
MHR
774
Matthew Hamilton Rosenberg
$140K -$34K -274 -20%
BAM
775
Byrne Asset Management
New Jersey
$131K – – –
29 30
31
32 33