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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Atticus Wealth Management
Florida
$106K +$2.7K +172 +3%
SWM
77
Spire Wealth Management
Virginia
$98.3K +$47 +3 +0%
AWM
78
Alterna Wealth Management
Texas
$97.6K +$15.4K +983 +19%
MFG
79
Merit Financial Group
Georgia
$93.6K -$165K -10,513 -63%
OAM
80
Occidental Asset Management
California
$91.1K +$9.14K +583 +12%
BRWA
81
B. Riley Wealth Advisors
Florida
$90.8K +$23.7K +1,514 +29%
CIA
82
Capital Investment Advisors
Georgia
$89.9K – – –
DDC
83
DF Dent & Co
Maryland
$87.5K +$85K +5,423 New
ARC
84
Advisor Resource Council
Texas
$87.5K +$84.3K +5,372 New
NFG
85
Nations Financial Group
Iowa
$86.8K +$47 +3 +0.1%
SCM
86
Sage Capital Management
New Jersey
$83.4K +$5.24K +334 +7%
HWMC
87
Heritage Wealth Management (California)
California
$80.1K +$12.6K +801 +19%
MIC
88
Meridian Investment Counsel
California
$78.9K -$6.96K -444 -8%
HFP
89
Holistic Financial Partners
Indiana
$77.7K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$77.6K -$12.4K -789 -14%
SPC
91
Sigma Planning Corp
Michigan
$77.2K +$75K +4,781 New
GLA
92
Good Life Advisors
Pennsylvania
$76.6K – – –
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$67K -$44.7K -2,851 -41%
UCFA
94
United Capital Financial Advisors
Texas
$67K – – –
FG
95
Fiduciary Group
Georgia
$65.5K – – –
LWL
96
Leo Wealth LLC
Texas
$63.5K +$2.09K +133 +3%
DADC
97
D.A. Davidson & Co
Montana
$63.2K – – –
CL
98
CSS LLC
Illinois
$61.9K -$81.6K -5,201 -58%
Creative Planning
99
Creative Planning
Kansas
$60.1K +$58.4K +3,721 New
SPC
100
Spirepoint Private Client
Florida
$58.1K +$56.4K +3,598 New