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Belpointe PREP
OZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Empirical Wealth Management
1
Empirical Wealth Management
Washington
US$ 10,9 mi -US$ 277 mil -5.614 -2%
PWS
2
Precision Wealth Strategies
Missouri
US$ 10,6 mi -US$ 280 mil -5.687 -2%
Belpointe Asset Management
3
Belpointe Asset Management
Nevada
US$ 9,9 mi -US$ 437 mil -8.858 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
US$ 4,26 mi – – –
United Asset Strategies
5
United Asset Strategies
New York
US$ 4,02 mi -US$ 31,2 mil -632 -0,7%
Brookwood Investment Group
6
Brookwood Investment Group
Arizona
US$ 1,63 mi -US$ 92,5 mil -1.876 -5%
LPL Financial
7
LPL Financial
California
US$ 1,16 mi +US$ 447 mil +9.064 +55%
Mason & Associates (California)
8
Mason & Associates (California)
California
US$ 1,12 mi -US$ 34,5 mil -700 -3%
WA
9
Wealth Alliance
New York
US$ 1,04 mi – – –
Lido Advisors
10
Lido Advisors
California
US$ 1,04 mi -US$ 2,02 mi -40.912 -64%
Sheets Smith Wealth Management
11
Sheets Smith Wealth Management
North Carolina
US$ 987 mil – – –
Robertson Stephens Wealth Management
12
Robertson Stephens Wealth Management
California
US$ 960 mil – – –
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
US$ 832 mil – – –
NWA
14
Navis Wealth Advisors
New York
US$ 735 mil – – –
Arax Advisory Partners
15
Arax Advisory Partners
Colorado
US$ 720 mil +US$ 783 mil +15.890 Nova
KWS
16
Keystone Wealth Services
California
US$ 705 mil – – –
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
US$ 677 mil -US$ 6,75 mil -137 -0,9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
US$ 673 mil -US$ 171 mil -3.474 -19%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
US$ 592 mil – – –
Mariner
20
Mariner
Kansas
US$ 542 mil -US$ 272 mil -5.516 -32%
IAG
21
Innovative Advisory Group
Massachusetts
US$ 407 mil – – –
HNH
22
Hopwood Nicholas Hunter
US$ 348 mil – – –
MA
23
Mutual Advisors
Nebraska
US$ 340 mil – – –
TAP
24
Tounjian Advisory Partners
Florida
US$ 284 mil +US$ 309 mil +6.273 Nova
LBC
25
Lane Brothers & Co
Arizona
US$ 280 mil – – –
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