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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 +1,073 New
RIA
103
Realta Investment Advisors
Delaware
$23K +$21.7K +1,033 New
CFB
104
Cullen/Frost Bankers
Texas
$22K +$21K +1,000 New
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$21K – – –
GWM
106
Geneos Wealth Management
Colorado
$20K +$210 +10 +1%
CFGS
107
Concourse Financial Group Securities
Alabama
$18K -$3.84K -183 -18%
IWP
108
Icon Wealth Partners
Texas
$18K +$16.5K +784 New
CFN
109
Cordasco Financial Network
Florida
$15K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$15K +$1.76K +84 +14%
GRP
111
Global Retirement Partners
California
$13K – – –
TFS
112
TrustCore Financial Services
Tennessee
$12K – – –
CIAS
113
Capital Investment Advisory Services
North Carolina
$9K +$2.16K +103 +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 +246 New
ASN
118
Advisory Services Network
Georgia
$5K – – –
CAC
119
Certified Advisory Corp
Florida
$5K +$105 +5 +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 +74 New
KPW
123
Kore Private Wealth
New York
$1K – – –
FGAM
124
Financial Gravity Asset Management
Texas
$1K +$672 +32 New
UBS AM
125
UBS AM
Illinois
$30 +$21 +1 New