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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$6.76K – – –
PS
102
Principal Securities
Iowa
$5.53K -$2.51K -166 -32%
PTC
103
Private Trust Company
Ohio
$5.14K – – –
HWP
104
Highline Wealth Partners
California
$5.14K +$5.04K +333 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$5K -$12.9K -853 -71%
HBW
106
Hazlett, Burt & Watson
West Virginia
$5K – – –
GSWM
107
Golden State Wealth Management
California
$4.63K – – –
WTC
108
WhitTier Trust Company
Nevada
$2.8K +$2.74K +181 New
SWM
109
Spire Wealth Management
Virginia
$2.69K – – –
JP Morgan Chase
110
JP Morgan Chase
New York
$2.06K +$2.01K +133 New
MCM
111
MAI Capital Management
Ohio
$1.52K -$5K -330 -77%
SWA
112
SOA Wealth Advisors
New York
$926 +$30 +2 +3%
AssetMark Inc
113
AssetMark Inc
California
$740 – – –
TRCT
114
Tower Research Capital (TRC)
New York
$113 -$121 -8 -53%
WT
115
Whittier Trust
California
$26 – – –
Citigroup
116
Citigroup
New York
$10 – – –
PCM
117
Penserra Capital Management
California
– -$19.6M -1,232,193 Closed
PIWA
118
Prevail Innovative Wealth Advisors
Kansas
– -$1.68M -105,558 Closed
SC
119
Stolper & Co
Oklahoma
– -$560K -35,311 Closed
GWM
120
Geneos Wealth Management
Colorado
– -$215K -13,563 Closed
IC
121
IEQ Capital
California
– -$107K -6,714 Closed
CIA
122
Capital Investment Advisors
Georgia
– -$68.7K -4,327 Closed
HFA
123
Highland Financial Advisors
New Jersey
– -$61.4K -3,867 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
– -$41.1K -2,589 Closed
AWM
125
Atticus Wealth Management
Florida
– -$38.8K -2,447 Closed