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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$438K +$76.2K +1,077 +24%
Brown Advisory
27
Brown Advisory
Maryland
$434K +$397K +5,611 New
OWA
28
Outlook Wealth Advisors
Texas
$387K
UBS Group
29
UBS Group
Switzerland
$383K
PCA
30
Prosperity Capital Advisors
Ohio
$380K
SAM
31
Synergy Asset Management
Washington
$368K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$364K
TYCC
33
Texas Yale Capital Corp
Florida
$325K
FB
34
Fulton Bank
Pennsylvania
$314K
MGIA
35
Moneta Group Investment Advisors
Missouri
$305K
Raymond James Financial
36
Raymond James Financial
Florida
$277K +$253K +3,582 New
LIG
37
Lokken Investment Group
Delaware
$277K
CAS
38
Coppell Advisory Solutions
Texas
$272K -$354 -5 -0.1%
IAN
39
Integrated Advisors Network
Texas
$259K
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$257K +$235K +3,319 New
AWM
41
AE Wealth Management
Kansas
$254K
Morgan Stanley
42
Morgan Stanley
New York
$246K +$3.54K +50 +2%
MFG
43
Merit Financial Group
Georgia
$244K
Bank of America
44
Bank of America
North Carolina
$229K +$209K +2,956 +147,800%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$212K +$194K +2,739 New
RI
46
Ridgewood Investments
New Jersey
$116K
EB
47
Eastern Bank
Massachusetts
$45.9K
AFG
48
Atomi Financial Group
New York
-$2.12M -30,786 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$394K -5,705 Closed