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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$802K -$41.6K -8,043 -5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$769K +$126K +24,316 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$685K -$43.3K -8,375 -6%
AFG
29
Atomi Financial Group
New York
$524K +$6.05K +1,171 +1%
IWM
30
IHT Wealth Management
Illinois
$508K +$760 +147 +0.1%
SC
31
Stolper & Co
Oklahoma
$505K +$6.17K +1,193 +1%
SIC
32
Samalin Investment Counsel
New York
$455K +$23.8K +4,608 +6%
CL
33
Choreo LLC
Illinois
$439K +$36.6K +7,084 +9%
Mariner
34
Mariner
Kansas
$425K -$20.6K -3,993 -5%
MC
35
Moors & Cabot
Massachusetts
$368K -$4.29K -831 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$349K +$11.5K +2,219 +3%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$343K +$155K +29,941 +82%
GC
38
Guggenheim Capital
Illinois
$339K +$149K +28,778 +78%
MFG
39
Merit Financial Group
Georgia
$304K +$200K +38,621 +191%
TCA
40
Transcend Capital Advisors
New Jersey
$284K +$32K +6,200 +13%
LOPW
41
Live Oak Private Wealth
North Carolina
$283K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$279K -$109 -21 -0%
AWS
43
Atria Wealth Solutions
New York
$277K +$278K +53,750 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$273K +$10.8K +2,084 +4%
AW
45
Alteri Wealth
California
$255K +$4.91K +950 +2%
PAS
46
Park Avenue Securities
New York
$246K -$25.6K -4,959 -9%
GWM
47
Geneos Wealth Management
Colorado
$241K +$205K +39,665 +558%
EC
48
Elequin Capital
New York
$241K +$174K +33,582 +257%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$240K +$51.7K +10,000 +27%
US Bancorp
50
US Bancorp
Minnesota
$233K +$31.5K +6,096 +16%