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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$394K -$53.2K -845 -12%
WWM
27
Walser Wealth Management
Florida
$394K +$381K +6,052 New
Brown Advisory
28
Brown Advisory
Maryland
$365K – – –
OWA
29
Outlook Wealth Advisors
Texas
$325K – – –
SW
30
SMART Wealth
Nebraska
$321K -$64.1K -1,019 -17%
PCA
31
Prosperity Capital Advisors
Ohio
$317K – – –
Morgan Stanley
32
Morgan Stanley
New York
$316K +$105K +1,663 +52%
RFG
33
REAP Financial Group
Texas
$293K -$1.89K -30 -0.7%
Citadel Advisors
34
Citadel Advisors
Florida
$280K -$94.8K -1,506 -26%
KWA
35
Kingswood Wealth Advisors
California
$278K -$66.6K -1,059 -20%
UBS Group
36
UBS Group
Switzerland
$276K -$44.2K -702 -14%
TYCC
37
Texas Yale Capital Corp
Florida
$273K – – –
FB
38
Fulton Bank
Pennsylvania
$264K – – –
MGIA
39
Moneta Group Investment Advisors
Missouri
$256K – – –
Raymond James Financial
40
Raymond James Financial
Florida
$249K +$15.7K +250 +7%
AWM
41
Abound Wealth Management
Tennessee
$237K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$220K +$213K +3,386 New
IAN
43
Integrated Advisors Network
Texas
$218K – – –
AWM
44
AE Wealth Management
Kansas
$213K – – –
Bank of America
45
Bank of America
North Carolina
$97.8K -$62.9K -1,000 -40%
EB
46
Eastern Bank
Massachusetts
$38.6K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$26K +$25.2K +400 New
FA
48
Fountainhead AM
New Jersey
$24.3K -$3.9M -61,993 -99%
HH
49
Hilltop Holdings
Texas
– -$1.96M -30,700 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$250K -3,900 Closed