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Belpointe PREP
OZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Empirical Wealth Management
1
Empirical Wealth Management
Washington
USD 10.9 M -USD 277 k -5,614 -2%
PWS
2
Precision Wealth Strategies
Missouri
USD 10.6 M -USD 280 k -5,687 -2%
Belpointe Asset Management
3
Belpointe Asset Management
Nevada
USD 9.9 M -USD 437 k -8,858 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 4.26 M – – –
United Asset Strategies
5
United Asset Strategies
New York
USD 4.02 M -USD 31.2 k -632 -0.7%
Brookwood Investment Group
6
Brookwood Investment Group
Arizona
USD 1.63 M -USD 92.5 k -1,876 -5%
LPL Financial
7
LPL Financial
California
USD 1.16 M +USD 447 k +9,064 +55%
Mason & Associates (California)
8
Mason & Associates (California)
California
USD 1.12 M -USD 34.5 k -700 -3%
WA
9
Wealth Alliance
New York
USD 1.04 M – – –
Lido Advisors
10
Lido Advisors
California
USD 1.04 M -USD 2.02 M -40,912 -64%
Sheets Smith Wealth Management
11
Sheets Smith Wealth Management
North Carolina
USD 987 k – – –
Robertson Stephens Wealth Management
12
Robertson Stephens Wealth Management
California
USD 960 k – – –
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
USD 832 k – – –
NWA
14
Navis Wealth Advisors
New York
USD 735 k – – –
Arax Advisory Partners
15
Arax Advisory Partners
Colorado
USD 720 k +USD 783 k +15,890 Nuevas
KWS
16
Keystone Wealth Services
California
USD 705 k – – –
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
USD 677 k -USD 6.75 k -137 -0.9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
USD 673 k -USD 171 k -3,474 -19%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 592 k – – –
Mariner
20
Mariner
Kansas
USD 542 k -USD 272 k -5,516 -32%
IAG
21
Innovative Advisory Group
Massachusetts
USD 407 k – – –
HNH
22
Hopwood Nicholas Hunter
USD 348 k – – –
MA
23
Mutual Advisors
Nebraska
USD 340 k – – –
TAP
24
Tounjian Advisory Partners
Florida
USD 284 k +USD 309 k +6,273 Nuevas
LBC
25
Lane Brothers & Co
Arizona
USD 280 k – – –
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