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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$229K -$1.74K -98 -0.8%
XT
52
XTX Topco
Cayman Islands
$206K +$185K +10,466 New
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$199K +$179K +10,106 New
GLA
54
Good Life Advisors
Pennsylvania
$187K +$84.1K +4,748 +100%
JP Morgan Chase
55
JP Morgan Chase
New York
$181K -$32.5K -1,835 -17%
BC
56
Burney Company
Virginia
$162K – – –
HI
57
Harbour Investments
Wisconsin
$153K +$137K +7,756 New
MOS
58
MGO One Seven
Ohio
$144K -$57.7K -3,256 -31%
GRP
59
Global Retirement Partners
California
$144K -$22K -1,241 -15%
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$143K -$54K -3,046 -30%
AWM
61
Axxcess Wealth Management
California
$131K -$5.07K -286 -4%
LFAS
62
Level Four Advisory Services
Texas
$130K – – –
MFG
63
Merit Financial Group
Georgia
$129K +$1.95K +110 +2%
AWM
64
Atticus Wealth Management
Florida
$129K -$11.1K -629 -9%
AWM
65
Alterna Wealth Management
Texas
$126K – – –
NA
66
NewEdge Advisors
Louisiana
$126K -$4.5K -254 -4%
SPC
67
Sigma Planning Corp
Michigan
$118K +$638 +36 +0.6%
OAM
68
Occidental Asset Management
California
$116K -$7.48K -422 -7%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$109K +$98K +5,527 New
CIA
70
Capital Investment Advisors
Georgia
$107K -$5.23K -295 -5%
FG
71
Fiduciary Group
Georgia
$98.4K – – –
PAG
72
Private Advisor Group
New Jersey
$98.2K -$62.6K -3,534 -41%
NFG
73
Nations Financial Group
Iowa
$96.9K +$53 +3 +0.1%
HFP
74
Holistic Financial Partners
Indiana
$94.9K – – –
BRWA
75
B. Riley Wealth Advisors
Florida
$92.6K -$727 -41 -0.8%