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Lennar Class A

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
401
Institute for Wealth Management
Colorado
$630K -$5.28K -72 -0.8%
TI
402
Tidal Investments
Wisconsin
$626K +$112K +1,534 +20%
ARC
403
Advisor Resource Council
Texas
$624K +$74.1K +1,011 +12%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$624K +$84.8K +1,158 +15%
BL
405
Balentine LLC
Georgia
$622K +$117K +1,592 +21%
ACM
406
Aquatic Capital Management
Illinois
$621K +$666K +9,090 New
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$619K +$73.2K +999 +12%
UCFA
408
United Capital Financial Advisors
Texas
$618K -$240K -3,279 -27%
SVCF
409
Silicon Valley Community Foundation
California
$613K – – –
EWM
410
Edge Wealth Management
New York
$593K +$636K +8,677 New
Lido Advisors
411
Lido Advisors
California
$575K -$154K -2,101 -20%
QCM
412
Quantinno Capital Management
New York
$574K +$616K +8,403 New
MCM
413
MAI Capital Management
Ohio
$571K +$126K +1,714 +26%
BRWA
414
B. Riley Wealth Advisors
Florida
$570K +$162K +2,211 +36%
LSA
415
Leonteq Securities AG
Switzerland
$570K +$251K +3,421 +69%
Cerity Partners
416
Cerity Partners
New York
$565K -$5.03M -68,655 -89%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$564K +$84.4K +1,152 +16%
PCS
418
Personal CFO Solutions
New Jersey
$557K -$7.11K -97 -1%
OC
419
Oppenheimer & Co
New York
$552K +$48.6K +663 +9%
GT
420
Glenview Trust
Kentucky
$552K +$92.7K +1,265 +19%
CIM
421
CIM Investment Management
Pennsylvania
$551K -$3.22K -44 -0.5%
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$546K -$144K -1,966 -20%
PAS
423
Park Avenue Securities
New York
$546K +$21.4K +292 +4%
GI
424
GAMCO Investors
Connecticut
$538K +$577K +7,874 New
KeyBank National Association
425
KeyBank National Association
Ohio
$524K +$86.6K +1,182 +18%