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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
776
Independence Bank of Kentucky
Kentucky
$60K – – –
SWM
777
Spire Wealth Management
Virginia
$53.1K +$43.4K +359 +227%
SIM
778
Sentry Investment Management
Wisconsin
$53K – – –
MA
779
Montag & Associates
Georgia
$51.7K -$1.16M -9,630 -95%
CSP
780
Cary Street Partners
Virginia
$51.3K – – –
FISPB
781
Fideuram - Intesa Sanpaolo Private Banking
$47K +$55.2K +457 New
GF
782
GGM Financials
Ohio
$46.3K – – –
HIA
783
Harbor Investment Advisory
Maryland
$46.3K +$5.43K +45 +11%
MEG
784
Millstone Evans Group
Colorado
$45.6K – – –
IIM
785
IFC & Insurance Marketing
California
$45K +$52.5K +435 New
LIA
786
Limestone Investment Advisors
New York
$44.2K -$43.5K -360 -46%
QL
787
Quarry LP
New York
$40.9K +$48.1K +398 New
AGWCA
788
Annis Gardner Whiting Capital Advisors
Florida
$38.5K – – –
TCOV
789
Trust Company of Vermont
Vermont
$36.9K – – –
OC
790
Oakworth Capital
Alabama
$35.3K – – –
GSWM
791
Golden State Wealth Management
California
$34.4K -$24.2K -200 -37%
RF
792
Robinswood Financial
Washington
$34K – – –
VNA
793
Valley National Advisers
Pennsylvania
$34K -$1.69K -14 -4%
SSG
794
Summit Securities Group
New York
$33K -$8.7K -72 -18%
TFIPS
795
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.9K – – –
RFP
796
Root Financial Partners
California
$31.9K +$4.95K +41 +15%
LFASL
797
Lugano Financial Advisors SA (LFA)
Switzerland
$31.8K – – –
HPWM
798
High Point Wealth Management
New Jersey
$31.4K +$36.8K +305 New
DE
799
DV Equities
Illinois
$30.9K +$36.3K +301 New
DCM
800
Disciplina Capital Management
Tennessee
$30.5K +$121 +1 +0.3%
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