We are live on ! Find out more
OZ icon

Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
26
Prosperity Capital Advisors
Ohio
$348K -$384 -6 -0.1%
AA
27
Armis Advisers
Georgia
$329K -$662K -10,327 -67%
RFG
28
REAP Financial Group
Texas
$329K -$662K -10,327 -67%
OWA
29
Outlook Wealth Advisors
Texas
$322K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$303K – – –
TYCC
31
Texas Yale Capital Corp
Florida
$271K – – –
FB
32
Fulton Bank
Pennsylvania
$262K – – –
MGIA
33
Moneta Group Investment Advisors
Missouri
$254K – – –
LAS
34
Lloyd Advisory Services
Georgia
$240K -$861K -13,442 -78%
AWM
35
Abound Wealth Management
Tennessee
$235K +$234K +3,645 New
Raymond James Financial
36
Raymond James Financial
Florida
$231K – – –
LIG
37
Lokken Investment Group
Delaware
$231K – – –
CAS
38
Coppell Advisory Solutions
Texas
$224K – – –
IAN
39
Integrated Advisors Network
Texas
$216K – – –
Morgan Stanley
40
Morgan Stanley
New York
$210K +$4.49K +70 +2%
MFG
41
Merit Financial Group
Georgia
$203K – – –
XT
42
XTX Topco
Cayman Islands
$201K +$200K +3,114 New
Bank of America
43
Bank of America
North Carolina
$193K +$2.63K +41 +1%
RI
44
Ridgewood Investments
New Jersey
$96.8K – – –
EB
45
Eastern Bank
Massachusetts
$38.2K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
– -$4.26M -55,000 Closed
LWM
47
Laidlaw Wealth Management
New York
– -$1.23M -15,890 Closed
SAM
48
Synergy Asset Management
Washington
– -$368K -5,225 Closed
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
– -$257K -3,319 Closed
AWM
50
AE Wealth Management
Kansas
– -$254K -3,280 Closed