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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
576
Premier Path Wealth Partners
New Jersey
$569K +$475K +3,941 New
QI
577
Qtron Investments
Massachusetts
$564K – – –
WPC
578
Wedmont Private Capital
Pennsylvania
$562K +$17.8K +148 +4%
1IA
579
1834 Investment Advisors
Wisconsin
$559K -$7.47K -62 -2%
PTC
580
Petrus Trust Company
Texas
$555K +$50.1K +416 +12%
SCA
581
Snowden Capital Advisors
New York
$554K +$28.5K +237 +7%
EFG
582
Everhart Financial Group
Ohio
$554K +$5.78K +48 +1%
AWS
583
Atria Wealth Solutions
New York
$552K +$46.6K +387 +11%
PS
584
Principal Securities
Iowa
$552K +$460K +3,823 New
AIMCA
585
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$551K -$12.1M -100,764 -96%
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$549K – – –
NFGCM
587
Norman Fields Gottscho Capital Management
New York
$538K – – –
WB
588
WesBanco Bank
West Virginia
$537K -$49.7K -413 -10%
MWPCG
589
Measured Wealth Private Client Group
New Hampshire
$530K +$15.7K +130 +4%
SWM
590
Seed Wealth Management
Illinois
$524K – – –
GS
591
GTS Securities
Florida
$522K -$2.77M -23,011 -86%
OR
592
Olympiad Research
Connecticut
$521K +$435K +3,613 New
GSEP
593
Golden State Equity Partners
California
$518K +$37.9K +315 +10%
HWM
594
HB Wealth Management
Georgia
$512K +$41.6K +345 +11%
PCMC
595
Planning Capital Management Corporation
Pennsylvania
$508K +$424K +3,518 New
ADIM
596
Alpha DNA Investment Management
Maryland
$505K -$769K -6,381 -65%
SW
597
SVB Wealth
Massachusetts
$503K -$108K -894 -20%
FT
598
Fiduciary Trust
Massachusetts
$503K +$55.9K +464 +15%
DWT
599
Dorsey & Whitney Trust
South Dakota
$500K – – –
SCP
600
Stamos Capital Partners
California
$499K -$438K -3,636 -51%
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