Belpointe PREP

OZ

Börsenwert 138 Mio. $

#	Name	Position	Handelswert	Veränderung Aktien	Anteils- änderung
1	1 Precision Wealth Strategies Saint Louis, Missouri	24,7 Mio. $	–	–	–
2	2 Empirical Wealth Management Seattle, Washington	23,1 Mio. $	-80.572 $	-813	-0,3 %
3	3 Bank of New York Mellon New York	12,7 Mio. $	+1,39 Mio. $	+14.000	+12 %
4	4 AE Wealth Management Topeka, Kansas	11,4 Mio. $	+11,5 Mio. $	+116.467	Neu
5	5 Belpointe Asset Management Reno, Nevada	10,4 Mio. $	-2,43 Mio. $	-24.568	-19 %
6	6 United Asset Strategies Garden City, New York	9,9 Mio. $	+10,1 Mio. $	+101.727	Neu
7	7 Lincoln National Corp Radnor, Pennsylvania	5,38 Mio. $	–	–	–
8	8 Wealth Alliance Mellville, New York	2,78 Mio. $	–	–	–
9	9 Ratio Wealth Group Denver, Colorado	2,21 Mio. $	–	–	–
10	10 Mariner Overland Park, Kansas	1,83 Mio. $	+403.060 $	+4.067	+28 %
11	11 Lloyd Advisory Services Suwanee, Georgia	1,68 Mio. $	–	–	–
12	12 Keystone Wealth Services Palm Desert, California	1,3 Mio. $	–	–	–
13	13 Fountainhead AM Warren, New Jersey	1,24 Mio. $	+88.798 $	+896	+8 %
14	E 14 Ergoteles New York	1,17 Mio. $	+1,19 Mio. $	+12.004	Neu
15	15 Kestra Advisory Services Austin, Texas	1,14 Mio. $	–	–	–
16	16 Sheets Smith Wealth Management Winston-Salem, North Carolina	1,09 Mio. $	+1,11 Mio. $	+11.183	Neu
17	17 Mason & Associates (California) Los Angeles, California	1,01 Mio. $	+714.844 $	+7.213	+230 %
18	18 Accurate Wealth Management Wesley Chapel, Florida	749.000 $	-99 $	-1	-0 %
19	19 Carson Wealth (CWM LLC) Omaha, Nebraska	733.000 $	+743.288 $	+7.500	Neu
20	CAN 20 Claraphi Advisory Network Aliso Viejo, United States	646.000 $	–	–	–
21	21 Outlook Wealth Advisors Shenandoah, Texas	488.000 $	–	–	–
22	22 Texas Yale Capital Corp St. Petersburg, Florida	410.000 $	–	–	–
23	23 Fulton Bank Lancaster, Pennsylvania	397.000 $	+402.366 $	+4.060	Neu
24	24 UBS Group Zurich, Switzerland	396.000 $	-55.499 $	-560	-12 %
25	25 Renaissance Technologies New York	342.000 $	-396.420 $	-4.000	-53 %

Belpointe PREP OZ Börsenwert 138 Mio. $

Belpointe PREP

OZ

Börsenwert 138 Mio. $