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OZ-Symbol

Belpointe PREP
OZ

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Empirical Wealth Management
1
Empirical Wealth Management
Washington
24 Mio. $ +354.346 $ +3.604 +2 %
Precision Wealth Strategies
2
Precision Wealth Strategies
Missouri
23,2 Mio. $ +54.568 $ +555 +0,2 %
Belpointe Asset Management
3
Belpointe Asset Management
Nevada
20 Mio. $ +12,8 Mio. $ +130.227 +122 %
AE Wealth Management
4
AE Wealth Management
Kansas
10,7 Mio. $ +1 Mio. $ +10.181 +9 %
Bank of New York Mellon
5
Bank of New York Mellon
New York
9,04 Mio. $ -2,25 Mio. $ -22.900 -18 %
United Asset Strategies
6
United Asset Strategies
New York
8,38 Mio. $ -239.213 $ -2.433 -2 %
Lincoln National Corp
7
Lincoln National Corp
Pennsylvania
4,64 Mio. $ – – –
Ratio Wealth Group
8
Ratio Wealth Group
Colorado
3,11 Mio. $ +1,4 Mio. $ +14.206 +63 %
Wealth Alliance
9
Wealth Alliance
New York
2,4 Mio. $ – – –
Fountainhead AM
10
Fountainhead AM
New Jersey
2,06 Mio. $ +1,16 Mio. $ +11.760 +93 %
Mariner
11
Mariner
Kansas
1,75 Mio. $ +202.343 $ +2.058 +11 %
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
1,51 Mio. $ +1,75 Mio. $ +17.835 Neu
Lloyd Advisory Services
13
Lloyd Advisory Services
Georgia
1,45 Mio. $ – – –
Accurate Wealth Management
14
Accurate Wealth Management
Florida
1,36 Mio. $ +74.428 $ +757 +10 %
Keystone Wealth Services
15
Keystone Wealth Services
California
1,12 Mio. $ – – –
Kestra Advisory Services
16
Kestra Advisory Services
Texas
986.000 $ – – –
Sheets Smith Wealth Management
17
Sheets Smith Wealth Management
North Carolina
944.000 $ – – –
Morgan Stanley
18
Morgan Stanley
New York
845.000 $ +983.202 $ +10.000 Neu
MGO Private Wealth
19
MGO Private Wealth
California
747.000 $ +869.347 $ +8.842 Neu
Mason & Associates (California)
20
Mason & Associates (California)
California
743.000 $ -153.281 $ -1.559 -15 %
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
633.000 $ – – –
CAN
22
Claraphi Advisory Network
United States
558.000 $ – – –
Jane Street
23
Jane Street
New York
473.000 $ +550.790 $ +5.602 Neu
Outlook Wealth Advisors
24
Outlook Wealth Advisors
Texas
422.000 $ – – –
Texas Yale Capital Corp
25
Texas Yale Capital Corp
Florida
355.000 $ – – –
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