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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$1.43M -$25.3K -924 -2%
SC
27
Stolper & Co
Oklahoma
$1.41M +$55K +2,013 +4%
COCM
28
Charter Oak Capital Management
New Hampshire
$1.29M +$848 +31 +0.1%
CFG
29
Cooper Financial Group
California
$1.24M +$39K +1,428 +4%
GEM
30
Global Endowment Management
North Carolina
$1.18M – – –
FAIM
31
Financial Advocates Investment Management
Washington
$1.1M +$57.1K +2,087 +6%
1WA
32
180 Wealth Advisors
Washington
$1.09M -$13.4K -491 -1%
OPS
33
Orion Portfolio Solutions
Nebraska
$984K -$6.29K -230 -0.7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$980K +$74.8K +2,734 +9%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$952K +$157K +5,726 +21%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$909K -$52.5K -1,919 -6%
Cerity Partners
37
Cerity Partners
New York
$906K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$854K +$78.8K +2,882 +11%
CAN
39
Claraphi Advisory Network
United States
$824K +$27.5K +1,006 +4%
EDRIA
40
Edmonds Duncan Registered Investment Advisors
Kansas
$795K +$50K +1,829 +7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$757K -$13.5K -495 -2%
SFS
42
Shaker Financial Services
Virginia
$692K -$348K -12,727 -35%
DAS
43
Dynamic Advisor Solutions
Arizona
$676K -$15.2K -557 -2%
TCA
44
Transcend Capital Advisors
New Jersey
$666K +$629 +23 +0.1%
MC
45
Moors & Cabot
Massachusetts
$631K -$3.44K -126 -0.6%
GC
46
Guggenheim Capital
Illinois
$620K +$322K +11,763 +126%
AWM
47
Axxcess Wealth Management
California
$570K +$531K +19,412 New
LOPW
48
Live Oak Private Wealth
North Carolina
$537K – – –
BC
49
Burney Company
Virginia
$518K +$17.7K +648 +4%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$517K -$73.9K -2,702 -13%