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Belpointe PREP
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FB
26
Fulton Bank
Lancaster,
Pennsylvania
| $235K | – | – | – |
|
|
CAS
27
Coppell Advisory Solutions
Coppell,
Texas
| $208K | +$214K | +3,599 | New |
|
|
RJFSA
28
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $207K | – | – | – |
|
|
LIG
29
Lokken Investment Group
Lewes,
Delaware
| $207K | – | – | – |
|
30
Morgan Stanley
New York
| $180K | +$5.95K | +100 | +3% |
|
|
RI
31
Ridgewood Investments
Springfield,
New Jersey
| $86.8K | +$89.3K | +1,500 | New |
|
32
Bank of America
Charlotte,
North Carolina
| $4.05K | -$41.6K | -699 | -91% |
|
|
CAM
33
Creekmur Asset Management
Morton,
Illinois
| $3.47K | -$5.06K | -85 | -59% |
|
|
LNC
34
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$3.35M | -55,000 | Closed |
|
|
RWB
35
RMR Wealth Builders
Montclair,
New Jersey
| – | -$233K | -3,823 | Closed |
|
|
IAN
36
Integrated Advisors Network
Dallas,
Texas
| – | -$204K | -3,350 | Closed |
|
37
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$153K | -2,520 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$55K | -900 | Closed |
|