Belpointe PREP, LLC
OZ · AMEX
Filings46
Total reported value$91.0M
| Manager | Shares | Value | Change |
|---|---|---|---|
| Belpointe Asset Management LLC | 306.4K | $20.6M | -0.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 248.8K | $16.7M | -1.0% |
| Precision Wealth Strategies, LLC | 247K | $16.6M | +1.2% |
| United Asset Strategies, Inc. | 85.4K | $5.7M | -0.5% |
| Fountainhead AM, LLC | 62.4K | $4.2M | -0.3% |
| ADVISOR GROUP HOLDINGS, INC. | 56.3K | $3.8M | 0.0% |
| Hilltop Holdings Inc. | 30.7K | $2.1M | +50.0% |
| Brookwood Investment Group LLC | 29.9K | $2.0M | +12.1% |
| Wealth Alliance | 28.5K | $1.9M | 0.0% |
| Mariner, LLC | 21.9K | $1.5M | -11.5% |
| Robertson Stephens Wealth Management, LLC | 21.4K | $1.4M | 0.0% |
| Rockefeller Capital Management L.P. | 18.4K | $1.2M | +7.9% |
| LPL Financial LLC | 16.5K | $1.1M | 0.0% |
| U.S. Capital Wealth Advisors, LLC | 15.9K | $1.1M | 0.0% |
| Keystone Wealth Services, LLC | 15.6K | $1.0M | 0.0% |
| B.O.S.S. Retirement Advisors, LLC | 15.1K | $1.0M | -0.2% |
| Cambridge Investment Research Advisors, Inc. | 13.1K | $877.5K | 0.0% |
| Kestra Advisory Services, LLC | 10.5K | $707.1K | +6.5% |
| Mason & Associates Inc | 7.6K | $509.9K | 0.0% |
| Mutual Advisors, LLC | 7.5K | $503.2K | 0.0% |
| Foundations Investment Advisors, LLC | 6.9K | $462.7K | -21.0% |
| SMART Wealth LLC | 6K | $399.6K | -0.0% |
| CITADEL ADVISORS LLC | 5.8K | $389.7K | +50.0% |
| BROWN ADVISORY INC | 5.6K | $376.4K | 0.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.3K | $358.1K | 0.0% |
| Outlook Wealth Advisors, LLC | 5K | $335.2K | 0.0% |
| UBS Group AG | 5K | $332.1K | +163.1% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9K | $326.7K | -0.8% |
| Cetera Investment Advisers | 4.7K | $315.3K | 0.0% |
| REAP Financial Group, LLC | 4.5K | $304.2K | 0.0% |
| Texas Yale Capital Corp. | 4.2K | $281.8K | 0.0% |
| FULTON BANK, N.A. | 4.1K | $272.4K | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.9K | $264.0K | +1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.9K | $261.7K | +50.0% |
| Abound Wealth Management | 3.6K | $244.5K | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 3.6K | $240.3K | 0.0% |
| Lokken Investment Group LLC | 3.6K | $239.8K | 0.0% |
| Coppell Advisory Solutions LLC | 3.6K | $238.8K | 0.0% |
| Integrated Advisors Network LLC | 3.4K | $224.8K | 0.0% |
| AE Wealth Management LLC | 3.3K | $220.1K | +50.0% |
| MORGAN STANLEY | 3.2K | $214.4K | -0.9% |
| BANK OF AMERICA CORP /DE/ | 2.5K | $168.0K | -22.1% |
| EASTERN BANK | 593 | $39.8K | 0.0% |
| Bison Wealth, LLC | 0 | $0.0 | +100.0% |
| Ridgewood Investments LLC | 0 | $0.0 | +100.0% |
| XTX Topco Ltd | 0 | $0.0 | +100.0% |