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Lennar Class B
LEN.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
201
Grove Bank & Trust
Florida
$12.2K – – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$10.6K – – –
S
203
SignatureFD
Georgia
$9.94K – – –
GWM
204
Geneos Wealth Management
Colorado
$8.79K – – –
CFGS
205
Concourse Financial Group Securities
Alabama
$7.71K +$1.22K +9 +20%
SAM
206
Smartleaf Asset Management
Massachusetts
$6.51K +$6.09K +45 New
TCWA
207
Turtle Creek Wealth Advisors
Texas
$6.32K +$947 +7 +19%
CA
208
Clearstead Advisors
Ohio
$5.73K +$5.41K +40 New
MAM
209
Meeder Asset Management
Ohio
$5.4K – – –
GRP
210
Global Retirement Partners
California
$5.24K – – –
PPC
211
Park Place Capital
Alabama
$4.78K – – –
QCG
212
Quadrant Capital Group
Ohio
$4.63K – – –
RCM
213
Raleigh Capital Management
North Carolina
$4.63K +$2.17K +16 +100%
RWM
214
Raffa Wealth Management
District of Columbia
$4.47K – – –
GT
215
Glenmede Trust
Pennsylvania
$4.32K -$677 -5 -15%
TIM
216
Tortoise Investment Management
New York
$4.01K – – –
RFG
217
RFP Financial Group
Georgia
$3.39K +$3.11K +23 New
BL
218
BFSG LLC
California
$3.33K – – –
PA
219
Parallel Advisors
California
$3.16K – – –
PCM
220
Penserra Capital Management
California
$3K – – –
AF
221
Allworth Financial
California
$2.78K – – –
ACA
222
Aptus Capital Advisors
Alabama
$2.16K +$2.03K +15 New
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.54K – – –
LC
224
Lindbrook Capital
California
$1.54K – – –
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.54K – – –
7 8
9
10 11