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OZ

Belpointe PREP, LLC

Company with tickers: OZ

CIK
1807046
CUSIP
080694102
Shares Outstanding
3,896,184
Price Holdings Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trading Congress Trades
Report Date:
Holders: 45
Total Value: $83,064,751
Total Shares: 1,277,330
Holder Value (USD) Shares Action
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $16,132,707 248,081 View
Precision Wealth Strategies, LLC $16,059,938 246,962 View
Belpointe Asset Management LLC $14,255,681 219,217 View
United Asset Strategies, Inc. $5,810,690 89,354 View
Lido Advisors, LLC $4,176,421 64,223 View
Advisor Group Holdings, Inc. $3,664,245 56,347 View
Brookwood Investment Group LLC $1,940,170 29,835 View
Wealth Alliance $1,851,664 28,474 View
Mason & Associates Inc $1,654,363 25,440 View
Robertson Stephens Wealth Management, LLC $1,378,831 21,203 View
Rockefeller Capital Management L.P. $1,193,950 18,360 View
Cetera Investment Advisers $1,191,999 18,330 View
Mariner, LLC $1,137,309 17,489 View
LPL Financial LLC $1,071,564 16,478 View
U.S. Capital Wealth Advisors, LLC $1,033,326 15,890 View
Keystone Wealth Services, LLC $1,011,736 15,558 View
B.O.S.S. Retirement Advisors, LLC $981,692 15,096 View
Cambridge Investment Research Advisors, Inc. $850,592 13,080 View
Kestra Advisory Services, LLC $685,351 10,539 View
RENAISSANCE TECHNOLOGIES LLC $559,258 8,600 View
Mutual Advisors, LLC $487,725 7,500 View
Coppell Advisory Solutions LLC $399,934 6,150 View
Walser Wealth Management Company, A Ltd Liability Co $393,561 6,052 View
Foundations Investment Advisors, LLC $393,561 6,052 View
BROWN ADVISORY INC $364,883 5,611 View
Outlook Wealth Advisors, LLC $324,889 4,996 View
SMART Wealth LLC $321,053 4,937 View
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $316,631 4,869 View
REAP Financial Group, LLC $292,895 4,504 View
CITADEL ADVISORS LLC $279,759 4,302 View
KINGSWOOD WEALTH ADVISORS, LLC $278,198 4,278 View
UBS Group AG $276,247 4,248 View
Texas Yale Capital Corp. $273,126 4,200 View
Fulton Bank, N.A. $264,021 4,060 View
MONETA GROUP INVESTMENT ADVISORS LLC $255,893 3,935 View
RAYMOND JAMES FINANCIAL INC $249,194 3,832 View
Abound Wealth Management $237,034 3,645 View
SUSQUEHANNA INTERNATIONAL GROUP, LLP $220,191 3,386 View
Integrated Advisors Network LLC $217,850 3,350 View
AE Wealth Management LLC $213,298 3,280 View
MORGAN STANLEY $202,373 3,112 View
BANK OF AMERICA CORP /DE/ $97,805 1,504 View
EASTERN BANK $38,562 593 View
Fountainhead AM, LLC $24,256 373 View
ROYAL BANK OF CANADA $325 5 View

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