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Lennar Class B
LEN.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
201
Ares Financial Consulting
California
$2.13K – – –
ACM
202
Aster Capital Management
United Arab Emirates
$2.13K +$2.1K +24 New
CT
203
Clearstead Trust
Maine
$2.04K +$2.01K +23 New
UB
204
UMB Bank
Missouri
$2.04K +$1.4K +16 +229%
CPG
205
Cornerstone Planning Group
New Jersey
$1.94K -$349 -4 -14%
AWM
206
Activest Wealth Management
Florida
$1.77K -$5.07K -58 -74%
AG
207
AmeriFlex Group
Nevada
$1.77K +$1.4K +16 +400%
CA
208
Clearstead Advisors
Ohio
$1.69K +$1.31K +15 +375%
SC
209
SouthState Corp
Florida
$1.6K – – –
NA
210
NewEdge Advisors
Louisiana
$1.52K – – –
LFG
211
Larson Financial Group
Missouri
$1.52K +$1.31K +15 +750%
CFO
212
CVA Family Office
Colorado
$1.33K -$262 -3 -17%
NWMP
213
Noble Wealth Management PBC
Colorado
$1.24K +$1.22K +14 New
GBT
214
Grove Bank & Trust
Florida
$1.06K -$6.9K -79 -87%
DCM
215
Davis Capital Management
Florida
$1.06K +$524 +6 +100%
JWA
216
JFS Wealth Advisors
Pennsylvania
$976 -$262 -3 -21%
PPC
217
Park Place Capital
Alabama
$976 – – –
OCWP
218
Owl Creek Wealth Partners
Colorado
$888 – – –
FFO
219
Fortitude Family Office
Arizona
$887 +$175 +2 +25%
CFM
220
Compass Financial Management
Florida
$887 +$873 +10 New
AP
221
Aspect Partners
Virginia
$878 – – –
MCM
222
MV Capital Management
Maryland
$799 +$87 +1 +13%
GF
223
GGM Financials
Ohio
$798 – – –
WBWA
224
William B. Walkup & Associates
South Carolina
$798 – – –
BGAI
225
Bruce G. Allen Investments
Colorado
$798 +$349 +4 +80%
7 8
9
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