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Belpointe PREP
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Empirical Wealth Management
Washington
$22.6M +$22.6M +225,931 New
BAM
2
Belpointe Asset Management
Nevada
$11.2M +$11.2M +112,072 New
AWM
3
AE Wealth Management
Kansas
$10.5M +$10.5M +104,909 New
UAS
4
United Asset Strategies
New York
$9.4M +$9.41M +93,969 New
PWS
5
Precision Wealth Strategies
Missouri
$7.82M +$7.82M +78,097 New
LNC
6
Lincoln National Corp
Pennsylvania
$5.5M +$5.51M +55,000 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.89M +$2.89M +28,900 New
WA
8
Wealth Alliance
New York
$2.85M +$2.85M +28,474 New
Renaissance Technologies
9
Renaissance Technologies
New York
$2.84M +$2.84M +28,343 New
RWG
10
Ratio Wealth Group
Colorado
$2.04M +$2.04M +20,420 New
LAS
11
Lloyd Advisory Services
Georgia
$1.72M +$1.72M +17,158 New
Mariner
12
Mariner
Kansas
$1.49M +$1.49M +14,909 New
KWS
13
Keystone Wealth Services
California
$1.33M +$1.33M +13,272 New
KAS
14
Kestra Advisory Services
Texas
$1.17M +$1.17M +11,674 New
FA
15
Fountainhead AM
New Jersey
$1.09M +$1.09M +10,930 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$751K +$751K +7,500 New
CAN
17
Claraphi Advisory Network
United States
$661K +$662K +6,609 New
OWA
18
Outlook Wealth Advisors
Texas
$500K +$500K +4,996 New
TYCC
19
Texas Yale Capital Corp
Florida
$420K +$420K +4,200 New
LIG
20
Lokken Investment Group
Delaware
$340K +$340K +3,399 New
IAN
21
Integrated Advisors Network
Texas
$335K +$335K +3,350 New
Marshall Wace
22
Marshall Wace
United Kingdom
$327K +$327K +3,269 New
SSA
23
Schonfeld Strategic Advisors
New York
$310K +$310K +3,100 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$259K +$259K +2,591 New
GAM
25
Gemmer Asset Management
California
$6K +$5.51K +55 New
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