Belpointe Prep LLC (OZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

DECREASED

Shares240,467 from 241,017

Change-550 (0%)

Value$9.9M (-$1.1M)

Filed 2026-10-27

United Asset Strategies, Inc.

INCREASED

Shares91,182 from 88,722

Change+2,460 (+3%)

Value$3.7M (-$277.9K)

Filed 2026-10-28

Lido Advisors, LLC

INCREASED

Shares63,707 from 22,911

Change+40,796 (+178%)

Value$2.6M (+$1.6M)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares25,417 from 25,517

Change-100 (0%)

Value$1.0M (-$113.1K)

Filed 2026-11-06

Sheets Smith Wealth Management

INCREASED

Shares21,863 from 21,783

Change+80 (+0%)

Value$896.8K (-$89.7K)

Filed 2026-10-16

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares21,203 from 21,203

Change0 (0%)

Value$869.7K (-$90.5K)

Filed 2026-10-16

Keystone Wealth Services, LLC

UNCHANGED

Shares15,558 from 15,558

Change0 (0%)

Value$646.0K (-$58.7K)

Filed 2026-11-03

B.O.S.S. Retirement Advisors, LLC

DECREASED

Shares14,917 from 14,959

Change-42 (0%)

Value$611.9K (-$65.6K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares13,080 from 13,080

Change0 (0%)

Value$537.0K (-$55.0K)

Filed 2026-11-02

Innovative Advisory Group, LLC

UNCHANGED

Shares8,997 from 8,997

Change0 (0%)

Value$369.1K (-$38.4K)

Filed 2026-10-13

Tounjian Advisory Partners, LLC

UNCHANGED

Shares6,273 from 6,273

Change0 (0%)

Value$257.3K (-$26.8K)

Filed 2026-11-04

Lane Brothers & Co Inc

UNCHANGED

Shares6,187 from 6,187

Change0 (0%)

Value$253.8K (-$26.4K)

Filed 2026-11-02

Walser Wealth Management Company, A Ltd Liability Co

UNCHANGED

Shares6,052 from 6,052

Change0 (0%)

Value$248.3K (-$25.8K)

Filed 2026-10-15

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares5,337 from 5,337

Change0 (0%)

Value$218.9K (-$22.8K)

Filed 2026-10-23

Outlook Wealth Advisors, LLC

UNCHANGED

Shares4,996 from 4,996

Change0 (0%)

Value$204.9K (-$21.3K)

Filed 2026-10-28

Smart Wealth LLC

UNCHANGED

Shares4,937 from 4,937

Change0 (0%)

Value$202.5K (-$21.1K)

Filed 2026-11-04

Central Trust Co

UNCHANGED

Shares3,899 from 3,899

Change0 (0%)

Value$159.9K (-$16.6K)

Filed 2026-11-05

Abound Wealth Management

UNCHANGED

Shares3,645 from 3,645

Change0 (0%)

Value$149.5K (-$15.6K)

Filed 2026-10-26

Reap Financial Group, LLC

UNCHANGED

Shares970 from 970

Change0 (0%)

Value$39.8K (-$4.1K)

Filed 2026-11-02

Eastern Bank

UNCHANGED

Shares593 from 593

Change0 (0%)

Value$24.3K (-$2.5K)

Filed 2026-10-05

Parallel Advisors, LLC

NEW

Shares315

Change+315

Value$12.9K

Filed 2026-11-03

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CLOSED

Shares0 from 4,869

Change-4,869 (-100%)

Value$0 (-$220.5K)

Filed 2026-10-14

Accurate Wealth Management, LLC

CLOSED

Shares0 from 4,557

Change-4,557 (-100%)

Value$0 (-$206.0K)

Filed 2026-10-20

Obsidian CIO, LLC

CLOSED

Shares0 from 292

Change-292 (-100%)

Value$0 (-$13.2K)

Filed 2026-11-05

Precision Wealth Strategies, LLC

N/A

Shares— from 235,002

Change-235,002 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 217,600

Change-217,600 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 94,077

Change-94,077 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 35,995

Change-35,995 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 24,640

Change-24,640 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 22,979

Change-22,979 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,360

Change-18,360 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 16,226

Change-16,226 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 15,890

Change-15,890 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,856

Change-14,856 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,973

Change-11,973 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 7,678

Change-7,678 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,500

Change-7,500 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 6,052

Change-6,052 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 5,611

Change-5,611 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 5,281

Change-5,281 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,012

Change-4,012 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,212

Change-3,212 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 600

Change-600 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 10

Change-10 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	DECREASED	240,467	241,017	-550	0%	$10.9M	$9.9M	-$1.1M	2026-10-27
United Asset Strategies, Inc.	INCREASED	91,182	88,722	+2,460	+3%	$4.0M	$3.7M	-$277.9K	2026-10-28
Lido Advisors, LLC	INCREASED	63,707	22,911	+40,796	+178%	$1.0M	$2.6M	+$1.6M	2026-11-04
LPL Financial LLC	DECREASED	25,417	25,517	-100	0%	$1.2M	$1.0M	-$113.1K	2026-11-06
Sheets Smith Wealth Management	INCREASED	21,863	21,783	+80	+0%	$986.6K	$896.8K	-$89.7K	2026-10-16
Robertson Stephens Wealth Management, LLC	UNCHANGED	21,203	21,203	0	0%	$960.3K	$869.7K	-$90.5K	2026-10-16
Keystone Wealth Services, LLC	UNCHANGED	15,558	15,558	0	0%	$704.6K	$646.0K	-$58.7K	2026-11-03
B.O.S.S. Retirement Advisors, LLC	DECREASED	14,917	14,959	-42	0%	$677.5K	$611.9K	-$65.6K	2026-10-26
Cambridge Investment Research Advisors, Inc.	UNCHANGED	13,080	13,080	0	0%	$592.0K	$537.0K	-$55.0K	2026-11-02
Innovative Advisory Group, LLC	UNCHANGED	8,997	8,997	0	0%	$407.5K	$369.1K	-$38.4K	2026-10-13
Tounjian Advisory Partners, LLC	UNCHANGED	6,273	6,273	0	0%	$284.1K	$257.3K	-$26.8K	2026-11-04
Lane Brothers & Co Inc	UNCHANGED	6,187	6,187	0	0%	$280.2K	$253.8K	-$26.4K	2026-11-02
Walser Wealth Management Company, A Ltd Liability Co	UNCHANGED	6,052	6,052	0	0%	$274.1K	$248.3K	-$25.8K	2026-10-15
Kingswood Wealth Advisors, LLC	UNCHANGED	5,337	5,337	0	0%	$241.7K	$218.9K	-$22.8K	2026-10-23
Outlook Wealth Advisors, LLC	UNCHANGED	4,996	4,996	0	0%	$226.3K	$204.9K	-$21.3K	2026-10-28
Smart Wealth LLC	UNCHANGED	4,937	4,937	0	0%	$223.6K	$202.5K	-$21.1K	2026-11-04
Central Trust Co	UNCHANGED	3,899	3,899	0	0%	$176.6K	$159.9K	-$16.6K	2026-11-05
Abound Wealth Management	UNCHANGED	3,645	3,645	0	0%	$165.1K	$149.5K	-$15.6K	2026-10-26
Reap Financial Group, LLC	UNCHANGED	970	970	0	0%	$43.9K	$39.8K	-$4.1K	2026-11-02
Eastern Bank	UNCHANGED	593	593	0	0%	$26.9K	$24.3K	-$2.5K	2026-10-05
Parallel Advisors, LLC	NEW	315	—	+315	—	—	$12.9K	—	2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	CLOSED	0	4,869	-4,869	-100%	$220.5K	$0	-$220.5K	2026-10-14
Accurate Wealth Management, LLC	CLOSED	0	4,557	-4,557	-100%	$206.0K	$0	-$206.0K	2026-10-20
Obsidian CIO, LLC	CLOSED	0	292	-292	-100%	$13.2K	$0	-$13.2K	2026-11-05
Precision Wealth Strategies, LLC	N/A	—	235,002	-235,002	-100%	$10.6M	—	—	—
Belpointe Asset Management LLC	N/A	—	217,600	-217,600	-100%	$9.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	94,077	-94,077	-100%	$4.3M	—	—	—
Brookwood Investment Group LLC	N/A	—	35,995	-35,995	-100%	$1.6M	—	—	—
Mason & Associates Inc	N/A	—	24,640	-24,640	-100%	$1.1M	—	—	—
Wealth Alliance, LLC	N/A	—	22,979	-22,979	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,360	-18,360	-100%	$831.5K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	16,226	-16,226	-100%	$734.9K	—	—	—
Arax Advisory Partners	N/A	—	15,890	-15,890	-100%	$719.7K	—	—	—
Cetera Investment Advisers	N/A	—	14,856	-14,856	-100%	$672.8K	—	—	—
Mariner, LLC	N/A	—	11,973	-11,973	-100%	$542.3K	—	—	—
Hopwood Nicholas Hunter	N/A	—	7,678	-7,678	-100%	$347.7K	—	—	—
Mutual Advisors, LLC	N/A	—	7,500	-7,500	-100%	$339.7K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	6,052	-6,052	-100%	$274.1K	—	—	—
Brown Advisory Inc	N/A	—	5,611	-5,611	-100%	$254.1K	—	—	—
NewEdge Wealth, LLC	N/A	—	5,281	-5,281	-100%	$239.2K	—	—	—
UBS Group AG	N/A	—	4,012	-4,012	-100%	$181.7K	—	—	—
Morgan Stanley	N/A	—	3,212	-3,212	-100%	$145.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	600	-600	-100%	$27.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	10	-10	-100%	$451	—	—	—
Royal Bank of Canada	N/A	—	5	-5	-100%	$0	—	—	—

Showing 45 of 45 institutions