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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
$4.57M -$7.36K -444 -0.2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.85M -$27.3K -1,645 -0.9%
RJA
3
Raymond James & Associates
Florida
$2.76M -$25.9K -1,561 -0.9%
EH
4
Equitable Holdings
New York
$2.75M +$17.8K +1,071 +0.6%
FCH
5
Freestone Capital Holdings
Washington
$2.67M -$440K -26,522 -14%
AFIA
6
America First Investment Advisors
Nebraska
$1.89M -$100 -6 -0%
BCM
7
Bluefin Capital Management
New York
$1.68M -$17 -1 -0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.47M +$17.6K +1,063 +1%
SIC
9
Samalin Investment Counsel
New York
$1.37M +$110K +6,650 +9%
Stifel Financial
10
Stifel Financial
Missouri
$725K +$3.05K +184 +0.4%
UBS Group
11
UBS Group
Switzerland
$719K +$26.8K +1,614 +4%
Wells Fargo
12
Wells Fargo
California
$711K -$9.14K -551 -1%
LPL Financial
13
LPL Financial
California
$662K -$63.7K -3,841 -9%
IA
14
IFG Advisory
Georgia
$580K +$244K +14,704 +70%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$556K +$2.12K +128 +0.4%
ACP
16
Aveo Capital Partners
Colorado
$530K +$209K +12,579 +59%
OWA
17
Octavia Wealth Advisors
Ohio
$514K -$166K -10,002 -24%
Citadel Advisors
18
Citadel Advisors
Florida
$512K +$50.3K +3,036 +11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$493K +$502K +30,260 New
US Bancorp
20
US Bancorp
Minnesota
$491K -$17 -1 -0%
Bank of America
21
Bank of America
North Carolina
$440K +$9.34K +563 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$387K +$6.92K +417 +2%
RCWM
23
Royal Capital Wealth Management
Indiana
$378K +$1.28K +77 +0.3%
PI
24
PFG Investments
New York
$368K +$12.6K +762 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$341K -$8.52K -514 -2%
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