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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Armis Advisers
Georgia
$329K -$662K -10,327 -67%
RFG
27
REAP Financial Group
Texas
$329K -$662K -10,327 -67%
OWA
28
Outlook Wealth Advisors
Texas
$322K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$303K
TYCC
30
Texas Yale Capital Corp
Florida
$271K
FB
31
Fulton Bank
Pennsylvania
$262K
MGIA
32
Moneta Group Investment Advisors
Missouri
$254K
LAS
33
Lloyd Advisory Services
Georgia
$240K -$861K -13,442 -78%
AWM
34
Abound Wealth Management
Tennessee
$235K +$234K +3,645 New
Raymond James Financial
35
Raymond James Financial
Florida
$231K
LIG
36
Lokken Investment Group
Delaware
$231K
CAS
37
Coppell Advisory Solutions
Texas
$224K
IAN
38
Integrated Advisors Network
Texas
$216K
Morgan Stanley
39
Morgan Stanley
New York
$210K +$4.49K +70 +2%
MFG
40
Merit Financial Group
Georgia
$203K
XT
41
XTX Topco
Cayman Islands
$201K +$200K +3,114 New
Bank of America
42
Bank of America
North Carolina
$193K +$2.63K +41 +1%
RI
43
Ridgewood Investments
New Jersey
$96.8K
EB
44
Eastern Bank
Massachusetts
$38.2K
Osaic Holdings
45
Osaic Holdings
Arizona
-$4.26M -55,000 Closed
LWM
46
Laidlaw Wealth Management
New York
-$1.23M -15,890 Closed
SAM
47
Synergy Asset Management
Washington
-$368K -5,225 Closed
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
-$257K -3,319 Closed
AWM
49
AE Wealth Management
Kansas
-$254K -3,280 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$212K -2,739 Closed