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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$354K +$12.1K +749 +4%
IA
27
IFG Advisory
Georgia
$349K -$16 -1 -0%
Mariner
28
Mariner
Kansas
$341K -$32 -2 -0%
SWA
29
SOA Wealth Advisors
New York
$296K -$81 -5 -0%
Creative Planning
30
Creative Planning
Kansas
$287K -$266K -16,475 -49%
SI
31
Stephens Inc
Arkansas
$285K -$78.3K -4,841 -22%
JP Morgan Chase
32
JP Morgan Chase
New York
$249K +$44.5K +2,750 +23%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$239K -$49 -3 -0%
FT
34
Fiduciary Trust
Massachusetts
$231K
GIA
35
Gladstone Institutional Advisory
Florida
$197K -$16 -1 -0%
PA
36
Pineridge Advisors
Missouri
$144K +$139K +8,595 New
Osaic Holdings
37
Osaic Holdings
Arizona
$118K -$38.5K -2,380 -25%
NFSG
38
Newbridge Financial Services Group
Florida
$94.5K +$1.18K +73 +1%
CIA
39
Cape Investment Advisory
Georgia
$84.8K +$49.1K +3,039 +150%
TAM
40
Tucker Asset Management
Colorado
$79.6K +$77K +4,759 New
N
41
Natixis
France
$73.1K -$16 -1 -0%
BWP
42
Baldwin Wealth Partners
Massachusetts
$72K -$16 -1 -0%
AWM
43
AllSquare Wealth Management
New York
$46.1K -$16 -1 -0%
HNB
44
Huntington National Bank
Ohio
$42K +$40.6K +2,511 New
EWA
45
EverSource Wealth Advisors
Alabama
$41.2K +$906 +56 +2%
HWA
46
Heritage Wealth Advisors
Virginia
$16.2K +$6.49K +401 +71%
RIL
47
Rothschild Investment LLC
Illinois
$15.5K +$15K +926 New
NS
48
NBC Securities
Alabama
$13K -$16 -1 -0.1%
Group One Trading
49
Group One Trading
Illinois
$11.1K -$19.9K -1,229 -65%
GFPC
50
Global Financial Private Client
Florida
$5.88K -$16 -1 -0.3%