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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$320K
UBS Group
27
UBS Group
Switzerland
$317K -$817K -12,793 -72%
PCA
28
Prosperity Capital Advisors
Ohio
$312K -$2.43K -38 -0.8%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$301K
RFG
30
REAP Financial Group
Texas
$290K
TYCC
31
Texas Yale Capital Corp
Florida
$269K
FB
32
Fulton Bank
Pennsylvania
$260K
MGIA
33
Moneta Group Investment Advisors
Missouri
$252K +$4.09K +64 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$250K +$249K +3,900 New
AWM
35
Abound Wealth Management
Tennessee
$233K
Raymond James Financial
36
Raymond James Financial
Florida
$229K
LIG
37
Lokken Investment Group
Delaware
$229K
CAS
38
Coppell Advisory Solutions
Texas
$228K
IAN
39
Integrated Advisors Network
Texas
$214K
AWM
40
AE Wealth Management
Kansas
$210K +$209K +3,280 New
Morgan Stanley
41
Morgan Stanley
New York
$204K -$1.79K -28 -0.9%
Bank of America
42
Bank of America
North Carolina
$160K -$29K -454 -15%
EB
43
Eastern Bank
Massachusetts
$38K
XT
44
XTX Topco
Cayman Islands
-$301K -4,574 Closed
AA
45
Armis Advisers
Georgia
-$290K -4,534 Closed
RI
46
Ridgewood Investments
New Jersey
-$96K -1,500 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
+$319 +5 New