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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1M +$1.4M +191,735 New
BC
27
Burney Company
Virginia
$967K -$23.1K -3,169 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$930K +$311K +42,640 +32%
SI
29
Stephens Inc
Arkansas
$836K +$230K +31,556 +25%
PVWM
30
Point View Wealth Management
New Jersey
$810K -$36.5K -5,011 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$805K +$134K +18,312 +14%
BSW
32
Buckingham Strategic Wealth
Missouri
$782K +$1.09M +149,200 New
MGWM
33
Marks Group Wealth Management
Minnesota
$771K
OPS
34
Orion Portfolio Solutions
Nebraska
$750K +$1.04M +143,052 New
WSFS
35
Wilmington Savings Fund Society
Delaware
$719K -$74.4K -10,201 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$704K +$233K +31,969 +31%
RBFC
37
Roman Butler Fullerton & Co
Missouri
$686K +$114K +15,703 +14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$640K +$254K +34,879 +40%
CRC
39
Curi RMB Capital
Illinois
$628K +$874K +119,881 New
IWM
40
IHT Wealth Management
Illinois
$582K +$4.63K +635 +0.6%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$530K -$152K -20,792 -17%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$480K +$58.5K +8,020 +10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$479K +$12.1K +1,653 +2%
Invesco
44
Invesco
Georgia
$457K -$462K -63,358 -42%
CAN
45
Claraphi Advisory Network
United States
$431K +$58.3K +7,994 +11%
DA
46
Doliver Advisors
Texas
$405K +$410K +56,226 +327%
MC
47
Matisse Capital
Oregon
$396K +$89.4K +12,259 +19%
SC
48
Stolper & Co
Oklahoma
$354K +$492K +67,499 New
SFS
49
Shaker Financial Services
Virginia
$328K +$456K +62,589 New
MC
50
Moors & Cabot
Massachusetts
$311K +$431K +59,110 New