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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$391K -$130K -5,005 -26%
PAS
52
Park Avenue Securities
New York
$387K +$3.42K +132 +0.9%
C
53
Certuity
Florida
$353K – – –
PWSG
54
Pacific Wealth Strategies Group
California
$330K +$34.6K +1,334 +12%
IWM
55
IHT Wealth Management
Illinois
$304K – – –
Cerity Partners
56
Cerity Partners
New York
$303K -$511K -19,679 -64%
BMA
57
Brooks Moore & Associates
Tennessee
$297K – – –
GRP
58
Global Retirement Partners
California
$295K +$337K +13,009 New
WSFS
59
Wilmington Savings Fund Society
Delaware
$292K -$42.1K -1,623 -13%
HighTower Advisors
60
HighTower Advisors
Illinois
$291K +$60.5K +2,333 +28%
CCP
61
Clough Capital Partners
Massachusetts
$267K +$255K +9,833 New
SWP
62
Stratos Wealth Partners
Ohio
$260K +$249K +9,604 New
AAS
63
Avantax Advisory Services
Texas
$259K +$69.8K +2,691 +39%
LA
64
Lifeworks Advisors
Michigan
$255K +$244K +9,420 New
MOS
65
MGO One Seven
Ohio
$242K +$4.36K +168 +2%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$238K +$4K +154 +2%
QFA
67
Quattro Financial Advisors
Texas
$221K +$3.4K +131 +2%
SPIA
68
Steward Partners Investment Advisory
New York
$196K -$10.2K -394 -5%
SWM
69
Spire Wealth Management
Virginia
$186K +$26 +1 +0%
QCIG
70
Quad-Cities Investment Group
Iowa
$183K +$1.25K +48 +0.7%
LCM
71
Leisure Capital Management
California
$181K – – –
MIC
72
Meridian Investment Counsel
California
$173K – – –
AWM
73
Atticus Wealth Management
Florida
$172K +$28.1K +1,085 +21%
Creative Planning
74
Creative Planning
Kansas
$169K +$63.7K +2,456 +65%
SWM
75
SeaCrest Wealth Management
New York
$166K +$159K +6,139 New