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Greystone Housing Impact Investors LP
GHI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1
Freestone Capital Holdings
Washington
$4.17M -$4.99K -311 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$3.59M -$126K -7,874 -3%
RJA
3
Raymond James & Associates
Florida
$2.88M -$232K -14,456 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.8M -$17.1K -1,065 -0.6%
AFIA
5
America First Investment Advisors
Nebraska
$2.05M -$9.05K -564 -0.4%
EH
6
Equitable Holdings
New York
$1.99M +$561K +34,985 +40%
BCM
7
Bluefin Capital Management
New York
$1.64M +$1.61M +100,691 New
DLG
8
Daniel L. Goodwin
$1.45M +$66.1K +4,123 +5%
SIC
9
Samalin Investment Counsel
New York
$1.3M +$82.1K +5,121 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.23M -$11.5K -716 -0.9%
UBS Group
11
UBS Group
Switzerland
$942K -$101K -6,281 -10%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$832K -$1.6K -100 -0.2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$752K -$246K -15,313 -25%
LPL Financial
14
LPL Financial
California
$740K +$115K +7,168 +19%
US Bancorp
15
US Bancorp
Minnesota
$736K -$3.24K -202 -0.4%
Stifel Financial
16
Stifel Financial
Missouri
$686K -$2.34K -146 -0.3%
Wells Fargo
17
Wells Fargo
California
$674K -$2.18K -136 -0.3%
Citadel Advisors
18
Citadel Advisors
Florida
$604K +$372K +23,182 +166%
Bank of America
19
Bank of America
North Carolina
$570K -$20.1K -1,251 -3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$567K -$8.04K -501 -1%
Creative Planning
21
Creative Planning
Kansas
$547K -$2.41K -150 -0.4%
XF
22
XML Financial
Maryland
$412K -$1.81K -113 -0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$410K +$23.4K +1,460 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$382K +$3.72K +232 +1%
RCWM
25
Royal Capital Wealth Management
Indiana
$373K -$449 -28 -0.1%
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