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Belpointe PREP

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
26
Lane Brothers & Co
Arizona
$329K – – –
WWM
27
Walser Wealth Management
Florida
$322K – – –
Brown Advisory
28
Brown Advisory
Maryland
$299K – – –
KWA
29
Kingswood Wealth Advisors
California
$284K +$55.2K +1,059 +25%
NW
30
NewEdge Wealth
Pennsylvania
$281K +$275K +5,281 New
OWA
31
Outlook Wealth Advisors
Texas
$266K – – –
SW
32
SMART Wealth
Nebraska
$263K – – –
PCA
33
Prosperity Capital Advisors
Ohio
$259K – – –
AWM
34
Accurate Wealth Management
Florida
$240K +$238K +4,558 New
TYCC
35
Texas Yale Capital Corp
Florida
$223K – – –
FB
36
Fulton Bank
Pennsylvania
$216K – – –
MGIA
37
Moneta Group Investment Advisors
Missouri
$209K – – –
XT
38
XTX Topco
Cayman Islands
$205K +$201K +3,859 New
AWM
39
Abound Wealth Management
Tennessee
$194K – – –
UBS Group
40
UBS Group
Switzerland
$182K -$43.2K -829 -20%
Morgan Stanley
41
Morgan Stanley
New York
$171K -$85.8K -1,646 -34%
HIC
42
Hamrick Investment Counsel
Washington
$67.6K +$66.2K +1,270 New
RFG
43
REAP Financial Group
Texas
$51.6K -$184K -3,534 -78%
EB
44
Eastern Bank
Massachusetts
$31.5K – – –
FA
45
Fountainhead AM
New Jersey
$19.8K – – –
Jones Financial Companies
46
Jones Financial Companies
Missouri
$364 +$365 +7 New
Renaissance Technologies
47
Renaissance Technologies
New York
– -$559K -8,600 Closed
CAS
48
Coppell Advisory Solutions
Texas
– -$401K -6,150 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$280K -4,302 Closed
Raymond James Financial
50
Raymond James Financial
Florida
– -$249K -3,832 Closed