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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
451
Burt Wealth Advisors
Maryland
$10K – – –
GI
452
Gradient Investments
Minnesota
$10K – – –
CAG
453
Crestwood Advisors Group
Massachusetts
$10K +$9.52K +210 New
TWA
454
TCI Wealth Advisors
Arizona
$9K +$5.62K +124 +230%
QCG
455
Quadrant Capital Group
Ohio
$9K +$6.03K +133 +122%
PCP
456
Proficio Capital Partners
Massachusetts
$9K +$6.98K +154 +428%
ZB
457
Zions Bancorporation
Utah
$8K -$3.26K -72 -27%
CAW
458
Cornerstone Advisors (Washington)
Washington
$7K – – –
GBBWRPM
459
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
PB
460
Pinnacle Bancorp
Nebraska
$6K +$5.67K +125 New
SSB
461
Sandy Spring Bank
Maryland
$5K – – –
TFO
462
Tarbox Family Office
California
$5K – – –
OC
463
Oakworth Capital
Alabama
$4K -$2.63K -58 -41%
MWM
464
MinichMacGregor Wealth Management
New York
$4K +$91 +2 +2%
BCM
465
Blume Capital Management
California
$3K -$1.9K -42 -39%
CFA
466
Carroll Financial Associates
North Carolina
$3K +$408 +9 +16%
WIM
467
Westside Investment Management
California
$1.52K +$45 +1 +3%
WPA
468
West Paces Advisors
Georgia
$1.23K -$1.41K -31 -55%
EA
469
Edge Advisors
Georgia
$1K – – –
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
FMT
471
First Mercantile Trust
Tennessee
$1K – – –
PFBT
472
Parkside Financial Bank & Trust
Missouri
$1K – – –
IWM
473
IHT Wealth Management
Illinois
$1K +$499 +11 +92%
PFO
474
Pathstone Family Office
New Jersey
$1K +$589 +13 New
NSIM
475
North Star Investment Management
Illinois
$1K +$1.04K +23 New
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19
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