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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Pinnacle Wealth Advisors
Tennessee
$32K +$30.1K +3,579 New
BCM
102
Blume Capital Management
California
$26K
GAM
103
Gemmer Asset Management
California
$20K
CFN
104
Cordasco Financial Network
Florida
$17K
GRP
105
Global Retirement Partners
California
$15K
FHA
106
First Horizon Advisors
Tennessee
$15K +$252 +30 +2%
ASN
107
Advisory Services Network
Georgia
$14K +$13.4K +1,600 New
TFGT
108
TS Financial Group (TSFG)
Illinois
$13K
SWM
109
Selective Wealth Management
Virginia
$12K
BWA
110
BDO Wealth Advisors
Florida
$11K -$10.1K -1,200 Closed
GWM
111
Geneos Wealth Management
Colorado
$11K +$126 +15 +1%
AssetMark Inc
112
AssetMark Inc
California
$11K +$10.7K +1,269 New
AF
113
Allworth Financial
California
$8K
AF
114
Advisornet Financial
Minnesota
$4K +$3.72K +443 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$2K
AA
116
Addison Advisors
Vermont
$2K +$1.55K +185 New
SWA
117
SOA Wealth Advisors
New York
$1K +$34 +4 +2%
LWA
118
Lenox Wealth Advisors
New York
$1K +$614 +73 New
MC
119
Matisse Capital
Oregon
-$4.54M -581,449 Closed
GC
120
Guggenheim Capital
Illinois
-$399K -51,105 Closed
OFG
121
OTA Financial Group
New York
-$348K -44,641 Closed
CFA
122
Capstone Financial Advisors
Illinois
-$133K -17,000 Closed
FIA
123
FNY Investment Advisers
New York
-$128K -16,441 Closed
MAFM
124
Mid Atlantic Financial Management
Pennsylvania
-$118K -15,150 Closed
Creative Planning
125
Creative Planning
Kansas
-$80K -10,191 Closed