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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$320K
PCA
27
Prosperity Capital Advisors
Ohio
$314K
XT
28
XTX Topco
Cayman Islands
$301K +$93.4K +1,460 +47%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$301K
AA
30
Armis Advisers
Georgia
$290K -$36.1K -564 -11%
RFG
31
REAP Financial Group
Texas
$290K -$36.1K -564 -11%
TYCC
32
Texas Yale Capital Corp
Florida
$269K
FB
33
Fulton Bank
Pennsylvania
$262K
MGIA
34
Moneta Group Investment Advisors
Missouri
$252K -$4.09K -64 -2%
AWM
35
Abound Wealth Management
Tennessee
$233K
CAS
36
Coppell Advisory Solutions
Texas
$232K -$1.6K -25 -0.7%
Raymond James Financial
37
Raymond James Financial
Florida
$229K
LIG
38
Lokken Investment Group
Delaware
$229K
IAN
39
Integrated Advisors Network
Texas
$214K
Morgan Stanley
40
Morgan Stanley
New York
$206K -$1.92K -30 -0.9%
Bank of America
41
Bank of America
North Carolina
$189K -$2.62K -41 -1%
RI
42
Ridgewood Investments
New Jersey
$96K
EB
43
Eastern Bank
Massachusetts
$38.6K
HH
44
Hilltop Holdings
Texas
-$1,000K -15,500 Closed
SG
45
StoneX Group
New York
-$667K -10,341 Closed
LAS
46
Lloyd Advisory Services
Georgia
-$240K -3,716 Closed
MFG
47
Merit Financial Group
Georgia
-$203K -3,150 Closed