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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Integrity Alliance
Iowa
$187K
Creative Planning
27
Creative Planning
Kansas
$185K +$363 +31 +0.2%
SAI
28
Savvy Advisors Inc
New York
$179K +$186K +15,850 New
SWA
29
SOA Wealth Advisors
New York
$164K -$35.1K -2,999 -17%
PI
30
PFG Investments
New York
$152K -$20.5K -1,750 -12%
NA
31
NewEdge Advisors
Louisiana
$148K
P
32
&Partners
Tennessee
$128K -$8.07K -689 -6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$118K +$122K +10,443 New
EWA
34
EverSource Wealth Advisors
Alabama
$98.8K +$14.6K +1,250 +17%
Osaic Holdings
35
Osaic Holdings
Arizona
$90.6K -$1.98K -169 -2%
M
36
MOTCO
Texas
$45.8K +$48.6K +4,152 New
AAS
37
Ameritas Advisory Services
Nebraska
$36.6K +$37.9K +3,238 New
AWM
38
AllSquare Wealth Management
New York
$31.3K
JP Morgan Chase
39
JP Morgan Chase
New York
$27.4K -$25.8K -2,201 -48%
GWM
40
Geneos Wealth Management
Colorado
$15.9K +$8.21K +701 +100%
Simplex Trading
41
Simplex Trading
Illinois
$15K +$9.73K +831 +159%
HNB
42
Hilltop National Bank
Wyoming
$11.7K +$12.1K +1,036 New
HWA
43
Heritage Wealth Advisors
Virginia
$11K
NS
44
NBC Securities
Alabama
$9K
CA
45
CoreCap Advisors
Michigan
$4.42K
SA
46
Scarborough Advisors
Maryland
$3.89K +$4.03K +344 New
CIA
47
Cape Investment Advisory
Georgia
$1.29K +$35 +3 +3%
Barclays
48
Barclays
United Kingdom
$645 +$562 +48 +533%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$11 -$12 -1 -50%
HNB
50
Huntington National Bank
Ohio
$11