JANICZEK WEALTH MANAGEMENT, LLC - BELPOINTE PREP LLC ownership

BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 42 filers reported holding BELPOINTE PREP LLC in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q3 2023$19,026
-0.4%
2220.0%0.01%0.0%
Q2 2023$19,101
-8.2%
2220.0%0.01%
-16.7%
Q1 2023$20,810
-3.3%
2220.0%0.01%0.0%
Q4 2022$21,530
+7.6%
2220.0%0.01%
-14.3%
Q3 2022$20,000
-9.1%
2220.0%0.01%0.0%
Q2 2022$22,0002220.01%
Other shareholders
BELPOINTE PREP LLC shareholders Q1 2023
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 241,741$24,174,10025.20%
Belpointe Asset Management LLC 238,095$23,809,5001.44%
United Asset Strategies, Inc. 96,251$9,625,1001.34%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 257,739$25,773,9001.21%
Lloyd Advisory Services, LLC. 17,158$1,7161.19%
Fountainhead AM, LLC 24,436$2,444,0001.10%
Ratio Wealth Group 36,790$3,679,0001.04%
B.O.S.S. Retirement Advisors, LLC 24,115$2,411,5000.62%
Keystone Wealth Services, LLC 13,272$1,327,2000.58%
Claraphi Advisory Network, LLC 13,218$1,321,7400.53%
View complete list of BELPOINTE PREP LLC shareholders