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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$157K -$11.8K -1,082 -7%
SWA
27
SOA Wealth Advisors
New York
$149K
NA
28
NewEdge Advisors
Louisiana
$135K
SAI
29
Savvy Advisors Inc
New York
$133K -$32.2K -2,950 -19%
PI
30
PFG Investments
New York
$126K -$12.6K -1,157 -9%
P
31
&Partners
Tennessee
$123K +$6.71K +615 +5%
KAS
32
Kestra Advisory Services
Texas
$112K +$118K +10,834 New
EWA
33
EverSource Wealth Advisors
Alabama
$97.6K +$8.18K +750 +9%
ASN
34
Advisory Services Network
Georgia
$68.7K +$72.7K +6,666 New
AAS
35
Ameritas Advisory Services
Nebraska
$33.3K
AWM
36
AllSquare Wealth Management
New York
$28.5K
JP Morgan Chase
37
JP Morgan Chase
New York
$25K
GWM
38
Geneos Wealth Management
Colorado
$14.4K
Group One Trading
39
Group One Trading
Illinois
$11.8K +$12.5K +1,144 New
HNB
40
Hilltop National Bank
Wyoming
$10.7K
HWA
41
Heritage Wealth Advisors
Virginia
$10K
NS
42
NBC Securities
Alabama
$8.53K
Russell Investments Group
43
Russell Investments Group
United Kingdom
$6.44K +$6.82K +625 New
EB
44
Eastern Bank
Massachusetts
$5.15K +$5.45K +500 New
CA
45
CoreCap Advisors
Michigan
$4.02K
SA
46
Scarborough Advisors
Maryland
$3.63K +$98 +9 +3%
Barclays
47
Barclays
United Kingdom
$1.32K +$774 +71 +125%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.08K +$1.13K +104 New
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$10
HNB
50
Huntington National Bank
Ohio
$10