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BPRE

Bluerock Private Real Estate Fund
BPRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
201
Cathy Pareto & Associates
Florida
$312K -$3.09M -198,971 -89%
MWP
202
Madison Wealth Partners
Wisconsin
$312K – – –
PI
203
PFG Investments
New York
$304K -$92.4K -5,953 -20%
MFG
204
Merit Financial Group
Georgia
$293K -$318K -20,476 -48%
FA
205
Fiduciary Alliance
South Carolina
$281K +$140 +9 +0%
OCA
206
Optimus Capital Advisors
Texas
$279K -$372K -23,948 -53%
IA
207
Inspire Advisors
Idaho
$279K +$70.1K +4,519 +27%
AWM
208
Aviso Wealth Management
Washington
$278K +$838 +54 +0.3%
SF
209
Summit Financial
New Jersey
$276K -$132K -8,522 -29%
PA
210
PFG Advisors
Arizona
$264K -$59.7K -3,850 -16%
ASN
211
Advisory Services Network
Georgia
$261K +$5.9K +380 +2%
JFG
212
JMG Financial Group
Illinois
$258K +$62 +4 +0%
RDFA
213
Ritter Daniher Financial Advisory
Ohio
$252K +$16.1K +1,036 +6%
BW
214
BIP Wealth
Georgia
$247K -$14.3K -920 -5%
SAG
215
Sentinel Advisory Group
Wisconsin
$243K -$14.7K -949 -5%
SIM
216
Synergy Investment Management
Florida
$234K -$36.5K -2,355 -12%
FFA
217
Farther Finance Advisors
California
$232K -$14.4K -926 -5%
AWM
218
Apollon Wealth Management
South Carolina
$229K +$68K +4,381 +33%
PTC
219
Private Trust Company
Ohio
$216K +$257K +16,566 New
BFWM
220
Bright Futures Wealth Management
New York
$212K +$252K +16,271 New
IAS
221
Insigneo Advisory Services
Florida
$211K +$19.7K +1,271 +9%
EWA
222
EverSource Wealth Advisors
Alabama
$210K -$50.8K -3,272 -17%
AGM
223
Alpine Global Management
New York
$208K +$248K +15,992 New
SWM
224
SeaCrest Wealth Management
New York
$206K -$29K -1,867 -11%
CA
225
Continuum Advisory
Idaho
$204K -$17.5K -1,128 -7%
7 8
9
10 11