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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
451
Powell Investment Advisors
Florida
$594K -$63.3K -656 -10%
PFO
452
Pathstone Family Office
New Jersey
$592K -$1.35M -13,996 -70%
FC
453
FORA Capital
Florida
$584K +$554K +5,739 New
RRA
454
Round Rock Advisors
Connecticut
$568K – – –
HKAM
455
Horizon Kinetics Asset Management
New York
$547K – – –
BFG
456
Bleakley Financial Group
New Jersey
$547K +$27.9K +289 +6%
CG
457
Caprock Group
Idaho
$546K +$518K +5,366 New
MCM
458
MAI Capital Management
Ohio
$539K -$6.18K -64 -1%
FIM
459
Freedom Investment Management
Connecticut
$534K -$148K -1,537 -23%
PWM
460
Perigon Wealth Management
California
$531K -$9.94K -103 -2%
CW
461
CreativeOne Wealth
Kansas
$529K -$9.75K -101 -2%
LFM
462
Lumina Fund Management
New York
$526K – – –
VWM
463
Venturi Wealth Management
Texas
$526K – – –
AAS
464
Avantax Advisory Services
Texas
$525K +$6.95K +72 +1%
AC
465
Aristides Capital
Kentucky
$515K +$489K +5,062 New
SPIA
466
Steward Partners Investment Advisory
New York
$515K +$25.7K +266 +6%
DEA
467
DoubleLine ETF Adviser
Florida
$515K +$75.8K +785 +18%
NAM
468
NorthCrest Asset Manangement
Minnesota
$514K +$21.6K +224 +5%
BAM
469
Belpointe Asset Management
Nevada
$513K +$148K +1,537 +44%
S
470
SignatureFD
Georgia
$512K +$19.2K +199 +4%
AA
471
AlphaCentric Advisors
Puerto Rico
$512K – – –
FFM
472
Forum Financial Management
Illinois
$507K +$386 +4 +0.1%
TMAM
473
Tokio Marine Asset Management
Japan
$505K +$20.9K +217 +5%
PI
474
PineBridge Investments
New York
$500K – – –
GT
475
Greenleaf Trust
Michigan
$495K +$13.3K +138 +3%
17 18
19
20 21