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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
426
Cowen Prime Advisors
New York
$80K – – –
SLF
427
Sun Life Financial
Ontario, Canada
$79K +$76.3K +1,551 +25,850%
BWP
428
Baldwin Wealth Partners
Massachusetts
$76K – – –
TIM
429
Tortoise Investment Management
New York
$75K – – –
IDBONY
430
Israel Discount Bank of New York
New York
$71K +$21.5K +436 +45%
EWM
431
Evercore Wealth Management
New York
$71K +$41.3K +839 +152%
RWA
432
Ropes Wealth Advisors
Massachusetts
$63K -$30.7K -624 -33%
SPIA
433
Steward Partners Investment Advisory
New York
$60K +$18.1K +368 +45%
ARMT
434
Amica Retiree Medical Trust
Rhode Island
$59K – – –
AIM
435
Acrospire Investment Management
Illinois
$59K +$36.2K +736 +175%
PFPT
436
Pinnacle Financial Partners (Tennessee)
Tennessee
$59K +$56.9K +1,156 New
PMFA
437
Plante Moran Financial Advisors
Michigan
$53K -$1.38K -28 -3%
FCA
438
Florence Capital Advisors
New York
$51K +$51.7K +1,051 New
MIC
439
MU Investments Company
Japan
$46K -$20.7K -421 -31%
IWM
440
IHT Wealth Management
Illinois
$42K – – –
MCM
441
Manchester Capital Management
Vermont
$39K – – –
WAM
442
Wealthspire Advisors (Maryland)
Maryland
$35K +$1.62K +33 +5%
RFA
443
Reilly Financial Advisors
California
$34K -$4.13K -84 -11%
ASN
444
Advisory Services Network
Georgia
$32K -$153K -3,118 -83%
CBT
445
Capital Bank & Trust
California
$31K +$29.7K +604 New
BAM
446
Barrett Asset Management
New York
$29K – – –
BWA
447
BDO Wealth Advisors
Florida
$27K +$26.1K +531 New
RWM
448
Raffa Wealth Management
District of Columbia
$26.7K – – –
GLI
449
Guardian Life Insurance
New York
$24K -$17K -345 -42%
LNB
450
Ledyard National Bank
$21K -$10.3K -210 -33%
16 17
18
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