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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
-$10.5M -104,909 Closed
UAS
27
United Asset Strategies
New York
-$9.4M -93,969 Closed
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
-$751K -7,500 Closed
Marshall Wace
29
Marshall Wace
United Kingdom
-$327K -3,269 Closed
SSA
30
Schonfeld Strategic Advisors
New York
-$310K -3,100 Closed
Bank of America
31
Bank of America
North Carolina
-$186 -2 -50%