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Belpointe PREP

名前 保有額 取引額 株数
増減
保有比率の
変化
Empirical Wealth Management
1
Empirical Wealth Management
Washington
$1092万 -$27.7万 -5,614 -2%
PWS
2
Precision Wealth Strategies
Missouri
$1064万 -$28万 -5,687 -2%
Belpointe Asset Management
3
Belpointe Asset Management
Nevada
$986万 -$43.7万 -8,858 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$426万 – – –
United Asset Strategies
5
United Asset Strategies
New York
$402万 -$3.12万 -632 -0.7%
Brookwood Investment Group
6
Brookwood Investment Group
Arizona
$163万 -$9.25万 -1,876 -5%
LPL Financial
7
LPL Financial
California
$116万 +$44.7万 +9,064 +55%
Mason & Associates (California)
8
Mason & Associates (California)
California
$112万 -$3.45万 -700 -3%
WA
9
Wealth Alliance
New York
$104万 – – –
Lido Advisors
10
Lido Advisors
California
$104万 -$202万 -40,912 -64%
Sheets Smith Wealth Management
11
Sheets Smith Wealth Management
North Carolina
$98.7万 – – –
Robertson Stephens Wealth Management
12
Robertson Stephens Wealth Management
California
$96万 – – –
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$83.2万 – – –
NWA
14
Navis Wealth Advisors
New York
$73.5万 – – –
Arax Advisory Partners
15
Arax Advisory Partners
Colorado
$72万 +$78.3万 +15,890 新規
KWS
16
Keystone Wealth Services
California
$70.5万 – – –
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$67.7万 -$6,754 -137 -0.9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$67.3万 -$17.1万 -3,474 -19%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$59.2万 – – –
Mariner
20
Mariner
Kansas
$54.2万 -$27.2万 -5,516 -32%
IAG
21
Innovative Advisory Group
Massachusetts
$40.7万 – – –
HNH
22
Hopwood Nicholas Hunter
$34.8万 – – –
MA
23
Mutual Advisors
Nebraska
$34万 – – –
TAP
24
Tounjian Advisory Partners
Florida
$28.4万 +$30.9万 +6,273 新規
LBC
25
Lane Brothers & Co
Arizona
$28万 – – –