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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$2.46K – – –
SWM
127
Spire Wealth Management
Virginia
$2.29K – – –
MCM
128
MAI Capital Management
Ohio
$1.35K +$56 +4 +4%
SWA
129
SOA Wealth Advisors
New York
$820 +$28 +2 +3%
TRCT
130
Tower Research Capital (TRC)
New York
$96 – – –
CFB
131
Cullen/Frost Bankers
Texas
$53 +$56 +4 New
Citigroup
132
Citigroup
New York
$9 – – –
PWSG
133
Pacific Wealth Strategies Group
California
– -$3.05M -197,739 Closed
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
– -$311K -20,245 Closed
AWM
135
Alterna Wealth Management
Texas
– -$76.3K -4,947 Closed
LWL
136
Leo Wealth LLC
Texas
– -$74.5K -4,830 Closed
LFAS
137
Level Four Advisory Services
Texas
– -$65.2K -4,227 Closed
BWP
138
Balboa Wealth Partners
Arizona
– -$64.9K -4,206 Closed
Baird Financial Group
139
Baird Financial Group
Wisconsin
– -$61.5K -3,989 Closed
CWM
140
Centurion Wealth Management
Virginia
– -$52.9K -3,432 Closed
BRWA
141
B. Riley Wealth Advisors
Florida
– -$52.3K -3,390 Closed
RFP
142
Root Financial Partners
California
– -$33.6K -2,181 Closed
AAS
143
Ameritas Advisory Services
Nebraska
– -$30.6K -1,987 Closed
JSAM
144
J. Safra Asset Management
New York
– -$10.3K -667 Closed
PS
145
Principal Securities
Iowa
– -$5.53K -359 Closed
AssetMark Inc
146
AssetMark Inc
California
– -$740 -48 Closed
WT
147
Whittier Trust
California
– -$26 -2 Closed