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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 +710 New
GRP
103
Global Retirement Partners
California
$15K – – –
FHA
104
First Horizon Advisors
Tennessee
$14K +$269 +10 +2%
TFGT
105
TS Financial Group (TSFG)
Illinois
$13K – – –
SWM
106
Selective Wealth Management
Virginia
$12K – – –
GWM
107
Geneos Wealth Management
Colorado
$11K +$189 +7 +2%
BWA
108
BDO Wealth Advisors
Florida
$10K +$10.8K +400 New
AF
109
Allworth Financial
California
$7K – – –
PA
110
PSI Advisors
Florida
$5K +$5.39K +200 New
AF
111
Advisornet Financial
Minnesota
$4K – – –
Citigroup
112
Citigroup
New York
$2K -$466K -17,313 -100%
AA
113
Addison Advisors
Vermont
$2K – – –
LWA
114
Lenox Wealth Advisors
New York
$1K – – –
SWA
115
SOA Wealth Advisors
New York
$1K +$27 +1 +1%
WI
116
Wintrust Investments
Illinois
– -$307K -11,598 Closed
AIP
117
Ahrens Investment Partners
Louisiana
– -$255K -9,667 Closed
QFA
118
Quattro Financial Advisors
Texas
– -$212K -7,808 Closed
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
– -$164K -6,206 Closed
Millennium Management
120
Millennium Management
New York
– -$157K -5,940 Closed
HFP
121
Holistic Financial Partners
Indiana
– -$127K -4,813 Closed
Truist Financial
122
Truist Financial
North Carolina
– -$124K -4,690 Closed
XT
123
XTX Topco
Cayman Islands
– -$98K -3,721 Closed
ASN
124
Advisory Services Network
Georgia
– -$14K -533 Closed
AssetMark Inc
125
AssetMark Inc
California
– -$11K -423 Closed