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Bluerock Private Real Estate Fund
BPRE

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
276
JP Morgan Chase
New York
$72.8K -$471K -28,277 -86%
PWAM
277
Private Wealth Asset Management
Iowa
$72.7K – – –
ADL
278
Asset Dedication LLC
California
$69.5K – – –
SNB
279
Security National Bank
Nebraska
$69.5K +$69.7K +4,185 New
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$67.5K -$33 -2 -0%
TWC
281
TD Waterhouse Canada
Ontario, Canada
$66.1K – – –
GSWM
282
Golden State Wealth Management
California
$65.9K -$172K -10,338 -72%
FCAS
283
First Command Advisory Services
Texas
$63.4K +$22.8K +1,367 +56%
AGA
284
Arkos Global Advisors
Texas
$54K +$53.6K +3,222 New
VWA
285
Valued Wealth Advisors
Utah
$51.3K +$51.4K +3,088 New
RFA
286
Reyes Financial Architecture
California
$51.2K – – –
MCM
287
MAI Capital Management
Ohio
$46.4K -$699 -42 -1%
CA
288
Clearstead Advisors
Ohio
$35K +$699 +42 +2%
IA
289
IFG Advisory
Georgia
$34.5K -$2.17M -130,086 -98%
WA
290
WPG Advisers
Maryland
$31.5K +$633 +38 +2%
CCWM
291
Cassaday & Co Wealth Management
Virginia
$27.8K +$27.9K +1,675 New
ITIM
292
Indiana Trust & Investment Management
Indiana
$27.4K +$27.4K +1,648 New
SWP
293
Strategic Wealth Partners
Ohio
$26.9K +$533 +32 +2%
TWM
294
TopTier Wealth Management
Wisconsin
$24.2K +$24.2K +1,454 New
CA
295
CoreCap Advisors
Michigan
$23.8K +$23.8K +1,432 New
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$22.9K -$77.2K -4,639 -77%
TCM
297
Triumph Capital Management
Colorado
$21.9K +$433 +26 +2%
AF
298
Advisornet Financial
Minnesota
$20.9K +$416 +25 +2%
KFG
299
Kingdom Financial Group
Arizona
$19.3K -$14.3K -858 -42%
LAS
300
Lloyd Advisory Services
Georgia
$19.3K +$8.89K +534 +85%