BELPOINTE PREP LLC

Ticker: OZ CUSIP: 080694102 Class: UNIT RP LTD LB A

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management248,081$16,133
Precision Wealth Strategies, LLC246,962$16,060
Belpointe Asset Management LLC219,217$14,256
United Asset Strategies, Inc.89,354$5,811
Lido Advisors, LLC64,223$4,176
OSAIC HOLDINGS, INC.56,347$3,664
Brookwood Investment Group LLC29,835$1,940
Wealth Alliance28,474$1,852
Mason & Associates Inc25,440$1,654
Robertson Stephens Wealth Management, LLC21,203$1,379
Rockefeller Capital Management L.P.18,360$1,194
Cetera Investment Advisers18,330$1,192
Mariner, LLC17,489$1,137
LPL Financial LLC16,478$1,072
U.S. Capital Wealth Advisors, LLC15,890$1,033
Keystone Wealth Services, LLC15,558$1,012
B.O.S.S. Retirement Advisors, LLC15,096$982
Cambridge Investment Research Advisors, Inc.13,080$1
Kestra Advisory Services, LLC10,539$685
RENAISSANCE TECHNOLOGIES LLC8,600$559
Mutual Advisors, LLC7,500$488
LANE BROTHERS & CO INC6,187$402
Coppell Advisory Solutions LLC6,150$401
Foundations Investment Advisors, LLC6,052$394
Walser Wealth Management Company, A Ltd Liability Co6,052$394
BROWN ADVISORY INC5,611$365
Outlook Wealth Advisors, LLC4,996$325
SMART Wealth LLC4,937$321
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,869$317
MORGAN STANLEY4,858$316
REAP Financial Group, LLC4,504$293
CITADEL ADVISORS LLC4,302$280
KINGSWOOD WEALTH ADVISORS, LLC4,278$278
UBS Group AG4,248$276
Texas Yale Capital Corp.4,200$273
Fulton Bank, N.A.4,060$264
MONETA GROUP INVESTMENT ADVISORS LLC3,935$256
RAYMOND JAMES FINANCIAL INC3,832$249
Abound Wealth Management3,645$237
SUSQUEHANNA INTERNATIONAL GROUP, LLP3,386$220
Integrated Advisors Network LLC3,350$218
AE Wealth Management LLC3,280$213
BANK OF AMERICA CORP /DE/1,504$98
EASTERN BANK593$39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO400$26
OBSIDIAN CIO, LLC373$24
ROYAL BANK OF CANADA5$0
Total (47 institutions)1,285,663$82,758