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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$274K -$96.7K -1,962 -24%
WWM
27
Walser Wealth Management
Florida
$274K – – –
Brown Advisory
28
Brown Advisory
Maryland
$254K – – –
KWA
29
Kingswood Wealth Advisors
California
$242K – – –
NW
30
NewEdge Wealth
Pennsylvania
$239K – – –
OWA
31
Outlook Wealth Advisors
Texas
$226K – – –
SW
32
SMART Wealth
Nebraska
$224K – – –
PCA
33
Prosperity Capital Advisors
Ohio
$221K – – –
AWM
34
Accurate Wealth Management
Florida
$206K -$49 -1 -0%
UBS Group
35
UBS Group
Switzerland
$182K +$29.2K +593 +17%
CTC
36
Central Trust Company
Missouri
$177K +$192K +3,899 New
AWM
37
Abound Wealth Management
Tennessee
$165K – – –
Morgan Stanley
38
Morgan Stanley
New York
$145K – – –
RFG
39
REAP Financial Group
Texas
$43.9K – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$27.2K +$29.6K +600 New
EB
41
Eastern Bank
Massachusetts
$26.9K – – –
FA
42
Fountainhead AM
New Jersey
$13.2K -$3.99K -81 -22%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$451 +$148 +3 +43%
KAS
44
Kestra Advisory Services
Texas
– -$561K -10,539 Closed
TYCC
45
Texas Yale Capital Corp
Florida
– -$223K -4,200 Closed
FB
46
Fulton Bank
Pennsylvania
– -$216K -4,060 Closed
MGIA
47
Moneta Group Investment Advisors
Missouri
– -$209K -3,935 Closed
XT
48
XTX Topco
Cayman Islands
– -$205K -3,859 Closed
HIC
49
Hamrick Investment Counsel
Washington
– -$67.6K -1,270 Closed