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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Allworth Financial
California
$12K – – –
BCM
502
Blume Capital Management
California
$12K +$12.6K +310 New
CAW
503
Cornerstone Advisors (Washington)
Washington
$11K +$3.63K +89 +46%
TWA
504
TCI Wealth Advisors
Arizona
$10K -$2.77K -68 -20%
FPFS
505
First Personal Financial Services
North Carolina
$10K +$41 +1 +0.4%
FC
506
Ferris Capital
Massachusetts
$10K +$1.67K +41 +18%
ACM
507
AUA Capital Management
Pennsylvania
$9K – – –
HWA
508
Heritage Wealth Advisors
Virginia
$9K – – –
OAM
509
Oppenheimer Asset Management
New York
$9K +$8.19K +201 New
CIAS
510
Capital Investment Advisory Services
North Carolina
$9K +$9.7K +238 New
AAMU
511
Amundi Asset Management US
Massachusetts
$8K -$583K -14,315 -6%
ASN
512
Advisory Services Network
Georgia
$8K -$6.4K -157 -45%
PCG
513
Private Capital Group
Connecticut
$8K -$4.65K -114 -34%
PCP
514
Proficio Capital Partners
Massachusetts
$8K -$652 -16 -7%
BWA
515
Burt Wealth Advisors
Maryland
$8K – – –
MFT
516
Moisand Fitzgerald Tamayo
Florida
$8K – – –
RFA
517
Reilly Financial Advisors
California
$8K – – –
MOS
518
MGO One Seven
Ohio
$8K +$9.09K +223 New
GAM
519
Gemmer Asset Management
California
$7K – – –
PFBT
520
Parkside Financial Bank & Trust
Missouri
$7K +$1.92K +47 +36%
CA
521
Claro Advisors
Massachusetts
$7K +$6.2K +152 New
AIA
522
Alera Investment Advisors
Illinois
$7K +$7.09K +174 New
CCM
523
Cribstone Capital Management
Maine
$6K – – –
SIS
524
Sound Income Strategies
Florida
$6K – – –
WA
525
WealthTrust-Arizona
Arizona
$6K – – –
19 20
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