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Lennar Class A

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
426
Tortoise Investment Management
New York
$75K
IDBONY
427
Israel Discount Bank of New York
New York
$71K +$21.5K +436 +45%
EWM
428
Evercore Wealth Management
New York
$71K +$41.3K +839 +152%
RWA
429
Ropes Wealth Advisors
Massachusetts
$63K -$30.7K -624 -33%
SPIA
430
Steward Partners Investment Advisory
New York
$60K +$18.1K +368 +45%
ARMT
431
Amica Retiree Medical Trust
Rhode Island
$59K
AIM
432
Acrospire Investment Management
Illinois
$59K +$36.2K +736 +175%
PFPT
433
Pinnacle Financial Partners (Tennessee)
Tennessee
$59K +$56.9K +1,156 New
PMFA
434
Plante Moran Financial Advisors
Michigan
$53K -$1.38K -28 -3%
FCA
435
Florence Capital Advisors
New York
$51K +$51.7K +1,051 New
MIC
436
MU Investments Company
Japan
$46K -$20.7K -421 -31%
MCM
437
Manchester Capital Management
Vermont
$39K
WAM
438
Wealthspire Advisors (Maryland)
Maryland
$35K +$1.62K +33 +5%
RFA
439
Reilly Financial Advisors
California
$34K -$4.13K -84 -11%
ASN
440
Advisory Services Network
Georgia
$32K -$153K -3,118 -83%
FWC
441
First Washington Corp
Washington
$31.5K
CBT
442
Capital Bank & Trust
California
$31K +$29.7K +604 New
BAM
443
Barrett Asset Management
New York
$29K
BWA
444
BDO Wealth Advisors
Florida
$27K +$26.1K +531 New
RWM
445
Raffa Wealth Management
District of Columbia
$26.7K
GLI
446
Guardian Life Insurance
New York
$24K -$17K -345 -42%
LNB
447
Ledyard National Bank
$21K -$10.3K -210 -33%
FWM
448
Focused Wealth Management
New York
$21K
JIM
449
Jupiter Investment Management
United Kingdom
$21K +$20.7K +420 New
FHA
450
First Horizon Advisors
Tennessee
$18K