Ranch Capital Advisors’s Belpointe PREP OZ Stock Holding History

Ranch Capital Advisors’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,470	Closed	-$213K	–	146
2023 Q2	$213K	Hold	2,470	–	–	0.15%	134
2023 Q1	$232K	Hold	2,470	–	–	0.17%	132
2022 Q4	$247K	Buy	+2,470	New	+$235K	0.19%	127

Other funds holding OZ

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return