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Lennar Class A

Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
501
Israel Discount Bank of New York
New York
$42K -$21.6K -428 -32%
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$41K -$1.86K -37 -4%
PMFA
503
Plante Moran Financial Advisors
Michigan
$41K +$2.47K +49 +6%
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –
GLI
505
Guardian Life Insurance
New York
$39K +$3.68K +73 +9%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$39K +$9.22K +183 +26%
APP
507
Avantax Planning Partners
Iowa
$39K +$43.3K +860 New
SLF
508
Sun Life Financial
Ontario, Canada
$38K +$3.68K +73 +10%
MCM
509
Manchester Capital Management
Vermont
$34K – – –
KA
510
Kaizen Advisory
Illinois
$30K – – –
RWA
511
Ropes Wealth Advisors
Massachusetts
$30K – – –
ACA
512
Atlas Capital Advisors
Wyoming
$28.6K -$188K -3,730 -85%
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$25K – – –
RWM
514
Raffa Wealth Management
District of Columbia
$24.1K – – –
SF
515
Synovus Financial
Georgia
$24K -$1.65M -32,766 -98%
BBHC
516
Brown Brothers Harriman & Co
New York
$23K +$26K +517 New
MCM
517
Mainstay Capital Management
Michigan
$23K +$26K +517 New
KF
518
Krilogy Financial
Missouri
$23K +$26.1K +519 New
GI
519
Gradient Investments
Minnesota
$21K – – –
CGT
520
Capital Guardian Trust
California
$20K -$379K -7,515 -94%
QCG
521
Quadrant Capital Group
Ohio
$20K +$6.35K +126 +28%
LNB
522
Ledyard National Bank
$19K – – –
SIA
523
SeaBridge Investment Advisors
New Jersey
$17K – – –
NFG
524
Next Financial Group
Texas
$17K +$18.4K +366 New
JA
525
JOYN Advisors
Georgia
$16K -$554 -11 -3%