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Lennar Class B
LEN.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
176
Penserra Capital Management
California
$4K – – –
BL
177
Balentine LLC
Georgia
$3.79K – – –
CFB
178
Cullen/Frost Bankers
Texas
$3.62K +$4.33K +43 New
PWMG
179
Private Wealth Management Group
New Jersey
$3.37K +$604 +6 +18%
JWM
180
JPL Wealth Management
Colorado
$3.17K +$3.83K +38 New
AWM
181
AE Wealth Management
Kansas
$2.86K – – –
RWM
182
Raffa Wealth Management
District of Columbia
$2.44K – – –
CPG
183
Cornerstone Planning Group
New Jersey
$2.36K +$705 +7 +33%
WA
184
Whipplewood Advisors
Colorado
$2.27K +$2.72K +27 New
BBHC
185
Brown Brothers Harriman & Co
New York
$2.1K +$2.52K +25 New
AFC
186
Ares Financial Consulting
California
$2K – – –
BL
187
BFSG LLC
California
$1.88K – – –
RF
188
Rossby Financial
Florida
$1.67K +$2.02K +20 New
MCM
189
Manchester Capital Management
Vermont
$1.6K +$705 +7 +58%
SC
190
SouthState Corp
Florida
$1.51K – – –
CFO
191
CVA Family Office
Colorado
$1.51K +$1.31K +13 +260%
NA
192
NewEdge Advisors
Louisiana
$1.43K +$1.71K +17 New
PA
193
Parallel Advisors
California
$1.26K -$101 -1 -6%
PWA
194
Principia Wealth Advisory
Texas
$1.18K -$302 -3 -18%
JWA
195
JFS Wealth Advisors
Pennsylvania
$1.18K – – –
KFAS
196
Keating Financial Advisory Services
Kansas
$1.01K -$6.55K -65 -84%
EP
197
Essential Partners
California
$1.01K -$201 -2 -14%
WBWA
198
William B. Walkup & Associates
South Carolina
$982 – – –
PPC
199
Park Place Capital
Alabama
$925 +$1.11K +11 New
OCWP
200
Owl Creek Wealth Partners
Colorado
$842 +$1.01K +10 New
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