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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Walser Wealth Management
Florida
$274K
Brown Advisory
27
Brown Advisory
Maryland
$254K
KWA
28
Kingswood Wealth Advisors
California
$242K
NW
29
NewEdge Wealth
Pennsylvania
$239K
OWA
30
Outlook Wealth Advisors
Texas
$226K
SW
31
SMART Wealth
Nebraska
$224K
PCA
32
Prosperity Capital Advisors
Ohio
$221K
AWM
33
Accurate Wealth Management
Florida
$206K -$49 -1 -0%
UBS Group
34
UBS Group
Switzerland
$182K +$29.2K +593 +17%
CTC
35
Central Trust Company
Missouri
$177K +$192K +3,899 New
AWM
36
Abound Wealth Management
Tennessee
$165K
Morgan Stanley
37
Morgan Stanley
New York
$145K
RFG
38
REAP Financial Group
Texas
$43.9K
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$27.2K +$29.6K +600 New
EB
40
Eastern Bank
Massachusetts
$26.9K
FA
41
Fountainhead AM
New Jersey
$13.2K -$3.99K -81 -22%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$451 +$148 +3 +43%
KAS
43
Kestra Advisory Services
Texas
-$561K -10,539 Closed
TYCC
44
Texas Yale Capital Corp
Florida
-$223K -4,200 Closed
FB
45
Fulton Bank
Pennsylvania
-$216K -4,060 Closed
MGIA
46
Moneta Group Investment Advisors
Missouri
-$209K -3,935 Closed
XT
47
XTX Topco
Cayman Islands
-$205K -3,859 Closed
HIC
48
Hamrick Investment Counsel
Washington
-$67.6K -1,270 Closed