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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$90.3K
SWA
27
SOA Wealth Advisors
New York
$83.8K -$18K -2,306 -16%
Osaic Holdings
28
Osaic Holdings
Arizona
$83.7K -$23.1K -2,955 -20%
KAS
29
Kestra Advisory Services
Texas
$79K +$4.89K +627 +6%
IG
30
ING Group
Netherlands
$77.9K +$88.2K +11,300 New
LPL Financial
31
LPL Financial
California
$76.5K +$86.6K +11,099 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$71K +$80.4K +10,301 New
GIA
33
Gladstone Institutional Advisory
Florida
$70.9K +$80.3K +10,293 New
SI
34
Stephens Inc
Arkansas
$69.5K -$55.1K -7,058 -41%
EWA
35
EverSource Wealth Advisors
Alabama
$68.9K +$4.08K +523 +6%
CA
36
CoreCap Advisors
Michigan
$11.1K +$9.47K +1,214 +311%
GWM
37
Geneos Wealth Management
Colorado
$9.66K
HWA
38
Heritage Wealth Advisors
Virginia
$6.7K
EB
39
Eastern Bank
Massachusetts
$3.44K
SA
40
Scarborough Advisors
Maryland
$2.52K +$101 +13 +4%
Barclays
41
Barclays
United Kingdom
$1.92K +$1.17K +150 +117%
TRCT
42
Tower Research Capital (TRC)
New York
$1.4K +$1.58K +203 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$722
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$7
HNB
45
Huntington National Bank
Ohio
$7
FCH
46
Freestone Capital Holdings
Washington
-$422K -40,927 Closed
US Bancorp
47
US Bancorp
Minnesota
-$312K -30,294 Closed
FT
48
Fiduciary Trust
Massachusetts
-$282K -27,395 Closed
RCWM
49
Royal Capital Wealth Management
Indiana
-$185K -17,996 Closed
SAI
50
Savvy Advisors Inc
New York
-$133K -12,900 Closed