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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Selective Wealth Management
Virginia
$8K -$2.24K -102 -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 +133 +60%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$6K +$7.3K +333 New
AF
107
Allworth Financial
California
$5K – – –
SWM
108
Spire Wealth Management
Virginia
$4K -$130K -5,924 -96%
MA
109
MUFG Americas
New York
$4K +$5.11K +233 New
CWM
110
Castle Wealth Management
Florida
$4K +$5.7K +260 New
AF
111
Advisornet Financial
Minnesota
$3K – – –
PA
112
PSI Advisors
Florida
$3K – – –
EWA
113
EverSource Wealth Advisors
Alabama
$3K +$4.01K +183 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.69K +77 +175%
AA
115
Addison Advisors
Vermont
$1K – – –
SWA
116
SOA Wealth Advisors
New York
$1K +$44 +2 +3%
BCI
117
Brinker Capital Investments
Pennsylvania
– -$1.71M -78,592 Closed
COCM
118
Charter Oak Capital Management
New Hampshire
– -$952K -43,726 Closed
CAN
119
Claraphi Advisory Network
United States
– -$692K -31,769 Closed
OPS
120
Orion Portfolio Solutions
Nebraska
– -$359K -16,495 Closed
CCP
121
Clough Capital Partners
Massachusetts
– -$214K -9,833 Closed
LA
122
Lifeworks Advisors
Michigan
– -$205K -9,420 Closed
SWP
123
Stratos Wealth Partners
Ohio
– -$165K -7,596 Closed
LNWWM
124
Laird Norton Wetherby Wealth Management
California
– -$142K -6,559 Closed
AL
125
Aspiriant LLC
California
– -$115K -5,258 Closed