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BPRE

Bluerock Private Real Estate Fund
BPRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Concorde Asset Management
Michigan
$379K +$380K +22,796 New
AWM
202
Aviso Wealth Management
Washington
$354K +$28.4K +1,703 +9%
FA
203
Fiduciary Alliance
South Carolina
$351K -$238K -14,313 -40%
SIM
204
Synergy Investment Management
Florida
$338K -$16.6K -997 -5%
BW
205
BIP Wealth
Georgia
$331K +$25.2K +1,513 +8%
JFG
206
JMG Financial Group
Illinois
$330K -$15.7K -941 -5%
ASN
207
Advisory Services Network
Georgia
$327K -$347K -20,832 -51%
HH
208
Hilltop Holdings
Texas
$326K -$129K -7,749 -28%
SAG
209
Sentinel Advisory Group
Wisconsin
$326K +$327K +19,623 New
EWA
210
EverSource Wealth Advisors
Alabama
$322K -$70.4K -4,226 -18%
XT
211
XTX Topco
Cayman Islands
$316K +$317K +19,025 New
FFA
212
Farther Finance Advisors
California
$312K -$657K -39,433 -68%
BWA
213
BlueChip Wealth Advisors
Georgia
$312K -$210K -12,588 -40%
RDFA
214
Ritter Daniher Financial Advisory
Ohio
$304K +$95.8K +5,756 +46%
TC
215
Trilogy Capital
California
$304K +$305K +18,307 New
SWM
216
SeaCrest Wealth Management
New York
$294K -$3.28K -197 -1%
BFG
217
Bleakley Financial Group
New Jersey
$290K -$252K -15,153 -46%
ZIM
218
Zacks Investment Management
Illinois
$290K -$55.4K -3,328 -16%
IF
219
Intrua Financial
Texas
$288K -$9.94K -597 -3%
IA
220
Inspire Advisors
Idaho
$281K +$42.5K +2,555 +18%
BFG
221
Beto Financial Group
Idaho
$279K -$131K -7,873 -31%
CA
222
Continuum Advisory
Idaho
$279K +$2.9K +174 +1%
BF
223
Brucke Financial
Indiana
$254K +$33 +2 +0%
SFS
224
Sowell Financial Services
Arkansas
$250K +$80.1K +4,809 +47%
IAS
225
Insigneo Advisory Services
Florida
$248K – – –
7 8
9
10 11