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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
451
1834 Investment Advisors
Wisconsin
$606K +$575K +5,960 New
JSL
452
JT Stratford LLC
Georgia
$596K +$49.4K +512 +10%
PIA
453
Powell Investment Advisors
Florida
$594K -$63.3K -656 -10%
PFO
454
Pathstone Family Office
New Jersey
$592K -$385K -3,983 -40%
FC
455
FORA Capital
Florida
$584K +$554K +5,739 New
RRA
456
Round Rock Advisors
Connecticut
$568K – – –
HKAM
457
Horizon Kinetics Asset Management
New York
$547K – – –
BFG
458
Bleakley Financial Group
New Jersey
$547K +$27.9K +289 +6%
CG
459
Caprock Group
Idaho
$546K +$518K +5,366 New
MCM
460
MAI Capital Management
Ohio
$539K -$6.18K -64 -1%
FIM
461
Freedom Investment Management
Connecticut
$534K -$148K -1,537 -23%
PWM
462
Perigon Wealth Management
California
$531K -$9.94K -103 -2%
CW
463
CreativeOne Wealth
Kansas
$529K -$9.75K -101 -2%
LFM
464
Lumina Fund Management
New York
$526K – – –
VWM
465
Venturi Wealth Management
Texas
$526K – – –
AAS
466
Avantax Advisory Services
Texas
$525K +$6.95K +72 +1%
AC
467
Aristides Capital
Kentucky
$515K +$489K +5,062 New
SPIA
468
Steward Partners Investment Advisory
New York
$515K +$25.7K +266 +6%
DEA
469
DoubleLine ETF Adviser
Florida
$515K +$75.8K +785 +18%
NAM
470
NorthCrest Asset Manangement
Minnesota
$514K +$21.6K +224 +5%
BAM
471
Belpointe Asset Management
Nevada
$513K +$148K +1,537 +44%
S
472
SignatureFD
Georgia
$512K +$19.2K +199 +4%
AA
473
AlphaCentric Advisors
Puerto Rico
$512K – – –
FFM
474
Forum Financial Management
Illinois
$507K +$386 +4 +0.1%
TMAM
475
Tokio Marine Asset Management
Japan
$505K +$20.9K +217 +5%
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19
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