We are live on ! Find out more
OZ icon

Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Walser Wealth Management
Florida
$322K
Brown Advisory
27
Brown Advisory
Maryland
$299K
KWA
28
Kingswood Wealth Advisors
California
$284K +$55.2K +1,059 +25%
NW
29
NewEdge Wealth
Pennsylvania
$281K +$275K +5,281 New
OWA
30
Outlook Wealth Advisors
Texas
$266K
SW
31
SMART Wealth
Nebraska
$263K
PCA
32
Prosperity Capital Advisors
Ohio
$259K
AWM
33
Accurate Wealth Management
Florida
$240K +$238K +4,558 New
TYCC
34
Texas Yale Capital Corp
Florida
$223K
FB
35
Fulton Bank
Pennsylvania
$216K
MGIA
36
Moneta Group Investment Advisors
Missouri
$209K
XT
37
XTX Topco
Cayman Islands
$205K +$201K +3,859 New
AWM
38
Abound Wealth Management
Tennessee
$194K
UBS Group
39
UBS Group
Switzerland
$182K -$43.2K -829 -20%
Morgan Stanley
40
Morgan Stanley
New York
$171K -$85.8K -1,646 -34%
HIC
41
Hamrick Investment Counsel
Washington
$67.6K +$66.2K +1,270 New
RFG
42
REAP Financial Group
Texas
$51.6K -$184K -3,534 -78%
EB
43
Eastern Bank
Massachusetts
$31.5K
FA
44
Fountainhead AM
New Jersey
$19.8K
Jones Financial Companies
45
Jones Financial Companies
Missouri
$364 +$365 +7 New
Renaissance Technologies
46
Renaissance Technologies
New York
-$559K -8,600 Closed
CAS
47
Coppell Advisory Solutions
Texas
-$401K -6,150 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$280K -4,302 Closed
Raymond James Financial
49
Raymond James Financial
Florida
-$249K -3,832 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$220K -3,386 Closed