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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SMART Wealth
Nebraska
$461K – – –
FIA
27
Foundations Investment Advisors
Arizona
$438K +$76.2K +1,077 +24%
Brown Advisory
28
Brown Advisory
Maryland
$434K +$397K +5,611 New
OWA
29
Outlook Wealth Advisors
Texas
$387K – – –
UBS Group
30
UBS Group
Switzerland
$383K – – –
PCA
31
Prosperity Capital Advisors
Ohio
$380K – – –
SAM
32
Synergy Asset Management
Washington
$368K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$364K – – –
TYCC
34
Texas Yale Capital Corp
Florida
$325K – – –
FB
35
Fulton Bank
Pennsylvania
$314K – – –
MGIA
36
Moneta Group Investment Advisors
Missouri
$305K – – –
Raymond James Financial
37
Raymond James Financial
Florida
$277K +$253K +3,582 New
LIG
38
Lokken Investment Group
Delaware
$277K – – –
CAS
39
Coppell Advisory Solutions
Texas
$272K -$354 -5 -0.1%
IAN
40
Integrated Advisors Network
Texas
$259K – – –
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$257K +$235K +3,319 New
AWM
42
AE Wealth Management
Kansas
$254K – – –
Morgan Stanley
43
Morgan Stanley
New York
$246K +$3.54K +50 +2%
MFG
44
Merit Financial Group
Georgia
$244K – – –
Bank of America
45
Bank of America
North Carolina
$229K +$209K +2,956 +147,800%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$212K +$194K +2,739 New
RI
47
Ridgewood Investments
New Jersey
$116K – – –
EB
48
Eastern Bank
Massachusetts
$45.9K – – –
AFG
49
Atomi Financial Group
New York
– -$2.12M -30,786 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$394K -5,705 Closed