We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Selective Wealth Management
Virginia
$8K -$2.23K -305 -18%
BWA
102
BDO Wealth Advisors
Florida
$7K
HBW
103
Hazlett, Burt & Watson
West Virginia
$6K
PTC
104
Private Trust Company
Ohio
$6K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.92K +400 +60%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$6K +$7.31K +1,000 New
AF
107
Allworth Financial
California
$5K
SWM
108
Spire Wealth Management
Virginia
$4K -$130K -17,773 -96%
MA
109
MUFG Americas
New York
$4K +$5.12K +700 New
CWM
110
Castle Wealth Management
Florida
$4K +$5.69K +779 New
AF
111
Advisornet Financial
Minnesota
$3K
PA
112
PSI Advisors
Florida
$3K
EWA
113
EverSource Wealth Advisors
Alabama
$3K +$4K +548 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.69K +231 +175%
AA
115
Addison Advisors
Vermont
$1K
SWA
116
SOA Wealth Advisors
New York
$1K +$44 +6 +3%
BCI
117
Brinker Capital Investments
Pennsylvania
-$1.71M -235,777 Closed
COCM
118
Charter Oak Capital Management
New Hampshire
-$952K -131,177 Closed
CAN
119
Claraphi Advisory Network
United States
-$692K -95,306 Closed
OPS
120
Orion Portfolio Solutions
Nebraska
-$359K -49,485 Closed
CCP
121
Clough Capital Partners
Massachusetts
-$214K -29,500 Closed
LA
122
Lifeworks Advisors
Michigan
-$205K -28,259 Closed
SWP
123
Stratos Wealth Partners
Ohio
-$165K -22,789 Closed
LNWWM
124
Laird Norton Wetherby Wealth Management
California
-$142K -19,676 Closed
AL
125
Aspiriant LLC
California
-$115K -15,775 Closed