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Lennar Class A
LEN

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
801
Brighton Jones LLC
Washington
$253K -$40.9K -244 -15%
TIM
802
Tortoise Investment Management
New York
$251K -$5.03K -30 -2%
KWA
803
Kingswood Wealth Advisors
California
$251K -$70K -418 -23%
WIA
804
World Investment Advisors
California
$251K +$231K +1,381 New
CNB
805
Camden National Bank
Maine
$250K +$231K +1,379 New
DWM
806
Dakota Wealth Management
Florida
$250K -$1.51K -9 -0.7%
1IA
807
1620 Investment Advisors
Massachusetts
$247K +$18.9K +113 +9%
CCG
808
Catalina Capital Group
California
$246K +$227K +1,353 New
HFM
809
Harvest Fund Management
China
$245K +$138K +824 +156%
ZCI
810
Zevenbergen Capital Investments
Washington
$244K +$226K +1,347 New
OWA
811
One Wealth Advisors
California
$242K -$2.18K -13 -1%
WSFS
812
Wilmington Savings Fund Society
Delaware
$241K +$223K +1,331 New
IC
813
Inscription Capital
Texas
$241K +$222K +1,328 New
MOS
814
MGO One Seven
Ohio
$239K -$79.9K -477 -27%
NW
815
NewEdge Wealth
Pennsylvania
$238K +$220K +1,314 New
CAM
816
Claret Asset Management
Quebec, Canada
$238K +$220K +1,311 New
AWM
817
AE Wealth Management
Kansas
$237K +$219K +1,305 New
PCM
818
Prelude Capital Management
New York
$236K +$218K +1,301 New
GVAG
819
Great Valley Advisor Group
Delaware
$235K +$217K +1,295 New
GWP
820
Gateway Wealth Partners
Wisconsin
$235K -$172K -1,027 -44%
BTWM
821
Baker Tilly Wealth Management
Wisconsin
$229K +$211K +1,262 New
SI
822
Stephens Inc
Arkansas
$228K +$210K +1,254 New
FIA
823
Foundations Investment Advisors
Arizona
$228K +$210K +1,254 New
NI
824
NDVR Inc
Massachusetts
$227K +$210K +1,255 New
RWP
825
Revolve Wealth Partners
New Jersey
$227K +$210K +1,252 New
31 32
33
34 35