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Greystone Housing Impact Investors LP
GHI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.29M +$5.17M +299,890 New
FCH
2
Freestone Capital Holdings
Washington
$4.53M +$4.43M +256,818 New
RJA
3
Raymond James & Associates
Florida
$2.88M +$2.82M +163,718 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.64M +$2.58M +149,635 New
AFIA
5
America First Investment Advisors
Nebraska
$2.23M +$2.18M +126,624 New
N
6
Natixis
France
$1.62M +$1.58M +91,907 New
SIC
7
Samalin Investment Counsel
New York
$1.34M +$1.31M +75,900 New
BCM
8
Bluefin Capital Management
New York
$1.16M +$1.13M +65,678 New
UBS Group
9
UBS Group
Switzerland
$1.08M +$1.06M +61,477 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$972K +$951K +55,185 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$965K +$944K +54,780 New
ACP
12
Aveo Capital Partners
Colorado
$907K +$887K +51,446 New
LPL Financial
13
LPL Financial
California
$881K +$861K +49,981 New
US Bancorp
14
US Bancorp
Minnesota
$811K +$793K +46,014 New
Stifel Financial
15
Stifel Financial
Missouri
$696K +$681K +39,520 New
Wells Fargo
16
Wells Fargo
California
$640K +$626K +36,303 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$622K +$609K +35,343 New
Bank of America
18
Bank of America
North Carolina
$610K +$597K +34,608 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$603K +$590K +34,249 New
IA
20
IFG Advisory
Georgia
$562K +$550K +31,900 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$419K +$410K +23,762 New
RCWM
22
Royal Capital Wealth Management
Indiana
$401K +$393K +22,778 New
William Blair & Company
23
William Blair & Company
Illinois
$380K +$372K +21,562 New
TWM
24
Tradition Wealth Management
Minnesota
$328K +$320K +18,591 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$318K +$311K +18,069 New
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