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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
801
Peterson Wealth Services
Utah
$253K +$234K +1,396 New
BJL
802
Brighton Jones LLC
Washington
$253K -$40.9K -244 -15%
TIM
803
Tortoise Investment Management
New York
$251K -$5.03K -30 -2%
KWA
804
Kingswood Wealth Advisors
California
$251K -$70K -418 -23%
WIA
805
World Investment Advisors
California
$251K +$231K +1,381 New
CNB
806
Camden National Bank
Maine
$250K +$231K +1,379 New
DWM
807
Dakota Wealth Management
Florida
$250K -$1.51K -9 -0.7%
1IA
808
1620 Investment Advisors
Massachusetts
$247K +$18.9K +113 +9%
CCG
809
Catalina Capital Group
California
$246K +$227K +1,353 New
HFM
810
Harvest Fund Management
China
$245K +$138K +824 +156%
ZCI
811
Zevenbergen Capital Investments
Washington
$244K +$226K +1,347 New
OWA
812
One Wealth Advisors
California
$242K -$2.18K -13 -1%
WSFS
813
Wilmington Savings Fund Society
Delaware
$241K +$223K +1,331 New
IC
814
Inscription Capital
Texas
$241K +$222K +1,328 New
MOS
815
MGO One Seven
Ohio
$239K -$79.9K -477 -27%
NW
816
NewEdge Wealth
Pennsylvania
$238K +$220K +1,314 New
CAM
817
Claret Asset Management
Quebec, Canada
$238K +$220K +1,311 New
AWM
818
AE Wealth Management
Kansas
$237K +$219K +1,305 New
PCM
819
Prelude Capital Management
New York
$236K +$218K +1,301 New
GVAG
820
Great Valley Advisor Group
Delaware
$235K +$217K +1,295 New
GWP
821
Gateway Wealth Partners
Wisconsin
$235K -$172K -1,027 -44%
BTWM
822
Baker Tilly Wealth Management
Wisconsin
$229K +$211K +1,262 New
SI
823
Stephens Inc
Arkansas
$228K +$210K +1,254 New
FIA
824
Foundations Investment Advisors
Arizona
$228K +$210K +1,254 New
NI
825
NDVR Inc
Massachusetts
$227K +$210K +1,255 New
31 32
33
34 35