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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 +1,193 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 +10 +2%
ASN
107
Advisory Services Network
Georgia
$14K +$13.4K +533 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 -400 Closed
GWM
111
Geneos Wealth Management
Colorado
$11K +$126 +5 +1%
AssetMark Inc
112
AssetMark Inc
California
$11K +$10.7K +423 New
AF
113
Allworth Financial
California
$8K – – –
AF
114
Advisornet Financial
Minnesota
$4K +$3.73K +148 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AA
116
Addison Advisors
Vermont
$2K +$1.56K +62 New
SWA
117
SOA Wealth Advisors
New York
$1K +$25 +1 +1%
LWA
118
Lenox Wealth Advisors
New York
$1K +$605 +24 New
MC
119
Matisse Capital
Oregon
– -$4.54M -193,816 Closed
GC
120
Guggenheim Capital
Illinois
– -$399K -17,035 Closed
OFG
121
OTA Financial Group
New York
– -$348K -14,880 Closed
CFA
122
Capstone Financial Advisors
Illinois
– -$133K -5,667 Closed
FIA
123
FNY Investment Advisers
New York
– -$128K -5,480 Closed
MAFM
124
Mid Atlantic Financial Management
Pennsylvania
– -$118K -5,050 Closed
Creative Planning
125
Creative Planning
Kansas
– -$80K -3,397 Closed