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ícone de OZ

Belpointe PREP
OZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Precision Wealth Strategies
1
Precision Wealth Strategies
Missouri
US$ 24,7 mi – – –
Empirical Wealth Management
2
Empirical Wealth Management
Washington
US$ 23,1 mi -US$ 80,6 mil -813 -0,3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
US$ 12,7 mi +US$ 1,39 mi +14.000 +12%
AE Wealth Management
4
AE Wealth Management
Kansas
US$ 11,4 mi +US$ 11,5 mi +116.467 Nova
Belpointe Asset Management
5
Belpointe Asset Management
Nevada
US$ 10,4 mi -US$ 2,43 mi -24.568 -19%
United Asset Strategies
6
United Asset Strategies
New York
US$ 9,9 mi +US$ 10,1 mi +101.727 Nova
Lincoln National Corp
7
Lincoln National Corp
Pennsylvania
US$ 5,38 mi – – –
Wealth Alliance
8
Wealth Alliance
New York
US$ 2,78 mi – – –
Ratio Wealth Group
9
Ratio Wealth Group
Colorado
US$ 2,21 mi – – –
Mariner
10
Mariner
Kansas
US$ 1,83 mi +US$ 403 mil +4.067 +28%
Lloyd Advisory Services
11
Lloyd Advisory Services
Georgia
US$ 1,68 mi – – –
Keystone Wealth Services
12
Keystone Wealth Services
California
US$ 1,3 mi – – –
Fountainhead AM
13
Fountainhead AM
New Jersey
US$ 1,24 mi +US$ 88,8 mil +896 +8%
E
14
Ergoteles
New York
US$ 1,17 mi +US$ 1,19 mi +12.004 Nova
Kestra Advisory Services
15
Kestra Advisory Services
Texas
US$ 1,14 mi – – –
Sheets Smith Wealth Management
16
Sheets Smith Wealth Management
North Carolina
US$ 1,09 mi +US$ 1,11 mi +11.183 Nova
Mason & Associates (California)
17
Mason & Associates (California)
California
US$ 1,01 mi +US$ 715 mil +7.213 +230%
Accurate Wealth Management
18
Accurate Wealth Management
Florida
US$ 749 mil -US$ 99 -1 -0%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
US$ 733 mil +US$ 743 mil +7.500 Nova
CAN
20
Claraphi Advisory Network
United States
US$ 646 mil – – –
Outlook Wealth Advisors
21
Outlook Wealth Advisors
Texas
US$ 488 mil – – –
Texas Yale Capital Corp
22
Texas Yale Capital Corp
Florida
US$ 410 mil – – –
Fulton Bank
23
Fulton Bank
Pennsylvania
US$ 397 mil +US$ 402 mil +4.060 Nova
UBS Group
24
UBS Group
Switzerland
US$ 396 mil -US$ 55,5 mil -560 -12%
Renaissance Technologies
25
Renaissance Technologies
New York
US$ 342 mil -US$ 396 mil -4.000 -53%
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