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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
101
Cordasco Financial Network
Florida
$17K
WAM
102
Wolverine Asset Management
Illinois
$17K +$19.1K +2,130 New
GRP
103
Global Retirement Partners
California
$15K
FHA
104
First Horizon Advisors
Tennessee
$14K +$269 +30 +2%
TFGT
105
TS Financial Group (TSFG)
Illinois
$13K
SWM
106
Selective Wealth Management
Virginia
$12K
GWM
107
Geneos Wealth Management
Colorado
$11K +$198 +22 +2%
BWA
108
BDO Wealth Advisors
Florida
$10K +$10.8K +1,200 New
AF
109
Allworth Financial
California
$7K
PA
110
PSI Advisors
Florida
$5K +$5.39K +600 New
AF
111
Advisornet Financial
Minnesota
$4K
Citigroup
112
Citigroup
New York
$2K -$466K -51,937 -100%
AA
113
Addison Advisors
Vermont
$2K
LWA
114
Lenox Wealth Advisors
New York
$1K
SWA
115
SOA Wealth Advisors
New York
$1K +$36 +4 +2%
WI
116
Wintrust Investments
Illinois
-$307K -34,795 Closed
AIP
117
Ahrens Investment Partners
Louisiana
-$255K -29,000 Closed
QFA
118
Quattro Financial Advisors
Texas
-$212K -23,425 Closed
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
-$164K -18,617 Closed
Millennium Management
120
Millennium Management
New York
-$157K -17,821 Closed
HFP
121
Holistic Financial Partners
Indiana
-$127K -14,440 Closed
Truist Financial
122
Truist Financial
North Carolina
-$124K -14,070 Closed
XT
123
XTX Topco
Cayman Islands
-$98K -11,164 Closed
ASN
124
Advisory Services Network
Georgia
-$14K -1,600 Closed
AssetMark Inc
125
AssetMark Inc
California
-$11K -1,269 Closed