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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Scissortail Wealth Management
Oklahoma
$100K +$87.2K +4,933 New
DC
77
Davenport & Co
Virginia
$97K -$4.68K -265 -4%
SWM
78
SeaCrest Wealth Management
New York
$97K – – –
EWA
79
EP Wealth Advisors
California
$94.3K – – –
ADBIC
80
A.D. Beadell Investment Counsel
Wisconsin
$91K +$94.2K +5,333 New
UCFA
81
United Capital Financial Advisors
Texas
$90.8K – – –
JMPWA
82
JP Morgan Private Wealth Advisors
California
$89.6K -$27.7K -1,566 -23%
Northern Trust
83
Northern Trust
Illinois
$87.5K +$90K +5,092 New
FFWM
84
Future Financial Wealth Management
Ohio
$83.4K +$85.7K +4,853 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$83K -$67.9K -3,843 -44%
KAS
86
Kestra Advisory Services
Texas
$82.8K +$85.1K +4,815 New
HFP
87
Holistic Financial Partners
Indiana
$82.7K – – –
GLA
88
Good Life Advisors
Pennsylvania
$81.6K – – –
MML Investors Services
89
MML Investors Services
Massachusetts
$81K +$83.4K +4,719 New
Creative Planning
90
Creative Planning
Kansas
$79.2K +$12.9K +732 +19%
NA
91
NewEdge Advisors
Louisiana
$75.1K +$86.2K +4,877 +75%
SPC
92
Sigma Planning Corp
Michigan
$74.5K +$159 +9 +0.2%
DDC
93
DF Dent & Co
Maryland
$65.4K -$21.7K -1,227 -24%
BRWA
94
B. Riley Wealth Advisors
Florida
$63.1K -$18 -1 -0%
FG
95
Fiduciary Group
Georgia
$58.2K – – –
OAM
96
Occidental Asset Management
California
$57.5K +$59.1K +3,347 New
MA
97
MJP Associates
Connecticut
$57.3K – – –
AWM
98
Atticus Wealth Management
Florida
$53.3K -$58.7K -3,324 -52%
IGWM
99
ICA Group Wealth Management
Colorado
$48.8K -$619K -35,019 -92%
ICM
100
Islay Capital Management
Texas
$38.4K – – –