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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$373K +$368K +22,915 New
PI
27
PFG Investments
New York
$357K -$9.91K -618 -3%
ACP
28
Aveo Capital Partners
Colorado
$350K -$340K -21,202 -50%
IA
29
IFG Advisory
Georgia
$340K -$1.49K -93 -0.4%
TWM
30
Tradition Wealth Management
Minnesota
$325K +$5.15K +321 +2%
William Blair & Company
31
William Blair & Company
Illinois
$285K -$65.1K -4,060 -19%
BWA
32
BlueSky Wealth Advisors
North Carolina
$275K +$271K +16,886 New
FT
33
Fiduciary Trust
Massachusetts
$224K -$994 -62 -0.4%
PAG
34
Private Advisor Group
New Jersey
$206K +$30.1K +1,875 +17%
JP Morgan Chase
35
JP Morgan Chase
New York
$194K -$866 -54 -0.4%
GIA
36
Gladstone Institutional Advisory
Florida
$192K +$189K +11,781 New
Osaic Holdings
37
Osaic Holdings
Arizona
$185K -$37.2K -2,322 -17%
NFSG
38
Newbridge Financial Services Group
Florida
$89.6K -$4.83K -301 -5%
N
39
Natixis
France
$71.2K -$940K -58,585 -93%
BWP
40
Baldwin Wealth Partners
Massachusetts
$70.1K -$321 -20 -0.5%
AWM
41
AllSquare Wealth Management
New York
$41K +$44.2K +2,756 New
HWA
42
Heritage Wealth Advisors
Virginia
$9.23K -$48 -3 -0.5%
LWP
43
Lumature Wealth Partners
Georgia
$8.4K -$48 -3 -0.6%
GFPC
44
Global Financial Private Client
Florida
$5.76K -$32 -2 -0.6%
RFG
45
RFP Financial Group
Georgia
$4.47K -$32 -2 -0.7%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$16 +$16 +1 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
-$322K -18,952 Closed
SMH
48
Sanders Morris Harris
Texas
-$232K -13,673 Closed
AAS
49
Ameritas Advisory Services
Nebraska
-$47K -2,770 Closed
BAM
50
Belpointe Asset Management
Nevada
-$29.4K -1,730 Closed