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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$24K
SBL
102
Sargent Bickham Lagudis
Colorado
$24K +$22.5K +3,219 New
RIA
103
Realta Investment Advisors
Delaware
$23K +$21.7K +3,100 New
CFB
104
Cullen/Frost Bankers
Texas
$22K +$21K +3,000 New
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$21K
GWM
106
Geneos Wealth Management
Colorado
$20K +$210 +30 +1%
CFGS
107
Concourse Financial Group Securities
Alabama
$18K -$3.85K -550 -18%
IWP
108
Icon Wealth Partners
Texas
$18K +$16.5K +2,351 New
CFN
109
Cordasco Financial Network
Florida
$15K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$15K +$1.75K +250 +14%
GRP
111
Global Retirement Partners
California
$13K
TFS
112
TrustCore Financial Services
Tennessee
$12K
CIAS
113
Capital Investment Advisory Services
North Carolina
$9K +$2.17K +310 +35%
AF
114
Allworth Financial
California
$7K
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$7K
US Bancorp
116
US Bancorp
Minnesota
$7K
DWM
117
Destination Wealth Management
California
$6K +$5.17K +738 New
ASN
118
Advisory Services Network
Georgia
$5K
CAC
119
Certified Advisory Corp
Florida
$5K +$98 +14 +2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2K
First Manhattan
121
First Manhattan
New York
$2K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.55K +221 New
KPW
123
Kore Private Wealth
New York
$1K
FGAM
124
Financial Gravity Asset Management
Texas
$1K +$672 +96 New
UBS AM
125
UBS AM
Illinois
$30 +$28 +4 New