Belpointe PREP

OZ

Börsenwert 136 Mio. $

#	Name	Position	Handelswert	Veränderung Aktien	Anteils- änderung
1	1 Empirical Wealth Management Seattle, Washington	23,5 Mio. $	-754.851 $	-8.202	-3 %
2	2 Belpointe Asset Management Reno, Nevada	20,9 Mio. $	+1,91 Mio. $	+20.732	+9 %
3	3 Precision Wealth Strategies Saint Louis, Missouri	20,8 Mio. $	–	–	–
4	4 Bank of New York Mellon New York	9,31 Mio. $	–	–	–
5	5 United Asset Strategies Garden City, New York	8,2 Mio. $	–	–	–
6	6 AE Wealth Management Topeka, Kansas	7,76 Mio. $	-1,35 Mio. $	-14.620	-14 %
7	7 Lincoln National Corp Radnor, Pennsylvania	4,73 Mio. $	–	–	–
8	8 Ratio Wealth Group Denver, Colorado	3,17 Mio. $	+3,39 Mio. $	+36.790	Neu
9	9 Wealth Alliance Mellville, New York	2,45 Mio. $	–	–	–
10	10 B.O.S.S. Retirement Advisors Lehi, Utah	2,07 Mio. $	–	–	–
11	11 Fountainhead AM Warren, New Jersey	2,04 Mio. $	-69.024 $	-750	-3 %
12	12 Mariner Overland Park, Kansas	1,8 Mio. $	-72.246 $	-785	-4 %
13	13 Rockefeller Capital Management New York	1,53 Mio. $	+144.951 $	+1.575	+9 %
14	14 LPL Financial San Diego, California	1,33 Mio. $	+1,42 Mio. $	+15.440	Neu
15	15 Mason & Associates (California) Los Angeles, California	1,18 Mio. $	–	–	–
16	16 Keystone Wealth Services Palm Desert, California	1,14 Mio. $	–	–	–
17	17 Kestra Advisory Services Austin, Texas	1 Mio. $	–	–	–
18	18 Atomi Financial Group New York	924.930 $	+751.537 $	+8.166	+316 %
19	19 Carson Wealth (CWM LLC) Omaha, Nebraska	645.000 $	–	–	–
20	20 Authentikos Wealth Advisory Morgan Hill, California	469.864 $	-380.554 $	-4.135	-43 %
21	21 Peak Planning Group Centennial, Colorado	434.158 $	-686.010 $	-7.454	-60 %
22	22 Outlook Wealth Advisors Shenandoah, Texas	429.856 $	–	–	–
23	23 UBS Group Zurich, Switzerland	393.031 $	+47.673 $	+518	+13 %
24	24 Cetera Advisors Denver, Colorado	381.157 $	–	–	–
25	25 Texas Yale Capital Corp St. Petersburg, Florida	361.368 $	–	–	–

Belpointe PREP OZ Börsenwert 136 Mio. $

Belpointe PREP

OZ

Börsenwert 136 Mio. $