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Belpointe PREP

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