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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
51
Pacific Wealth Strategies Group
California
$276K +$12K +500 +4%
IWM
52
IHT Wealth Management
Illinois
$244K – – –
BMA
53
Brooks Moore & Associates
Tennessee
$238K – – –
HighTower Advisors
54
HighTower Advisors
Illinois
$236K +$4.02K +167 +2%
CCP
55
Clough Capital Partners
Massachusetts
$214K – – –
WSFS
56
Wilmington Savings Fund Society
Delaware
$213K -$24.1K -1,000 -9%
AAS
57
Avantax Advisory Services
Texas
$210K +$1.49K +62 +0.6%
LA
58
Lifeworks Advisors
Michigan
$205K – – –
BPA
59
Beacon Pointe Advisors
California
$189K +$63.9K +2,658 +44%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$188K -$645K -26,815 -76%
SPIA
61
Steward Partners Investment Advisory
New York
$186K +$31.2K +1,295 +18%
MOS
62
MGO One Seven
Ohio
$185K -$9.86K -410 -5%
QFA
63
Quattro Financial Advisors
Texas
$181K +$3.78K +157 +2%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$175K -$17.8K -740 -8%
SWP
65
Stratos Wealth Partners
Ohio
$165K -$48.3K -2,008 -21%
QCIG
66
Quad-Cities Investment Group
Iowa
$157K +$10.5K +438 +6%
IA
67
IFP Advisors
Florida
$152K – – –
PAG
68
Private Advisor Group
New Jersey
$152K +$23.2K +966 +16%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$142K +$158K +6,559 New
AWM
70
Atticus Wealth Management
Florida
$140K +$1.59K +66 +1%
MIC
71
Meridian Investment Counsel
California
$139K – – –
CIA
72
Capital Investment Advisors
Georgia
$139K +$37.3K +1,550 +32%
SWM
73
Spire Wealth Management
Virginia
$135K -$16K -665 -10%
SWM
74
SeaCrest Wealth Management
New York
$129K -$4.79K -199 -3%
DC
75
Davenport & Co
Virginia
$129K – – –