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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
$3.81M -$361K -23,664 -8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.59M -$1.13K -74 -0%
EH
3
Equitable Holdings
New York
$2.58M +$83.8K +5,499 +3%
FCH
4
Freestone Capital Holdings
Washington
$2.43M +$4.28K +281 +0.2%
RJA
5
Raymond James & Associates
Florida
$2.38M -$132K -8,653 -5%
AFIA
6
America First Investment Advisors
Nebraska
$1.73M +$7.32K +480 +0.4%
BCM
7
Bluefin Capital Management
New York
$1.53M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.5M +$174K +11,413 +13%
SIC
9
Samalin Investment Counsel
New York
$908K -$347K -22,742 -27%
UBS Group
10
UBS Group
Switzerland
$886K +$239K +15,692 +36%
Citadel Advisors
11
Citadel Advisors
Florida
$785K +$329K +21,587 +69%
Stifel Financial
12
Stifel Financial
Missouri
$721K +$63.1K +4,143 +9%
Wells Fargo
13
Wells Fargo
California
$651K +$4.19K +275 +0.6%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$510K +$4.42K +290 +0.8%
ACP
15
Aveo Capital Partners
Colorado
$503K – – –
US Bancorp
16
US Bancorp
Minnesota
$449K +$1.91K +125 +0.4%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$448K +$76 +5 +0%
LPL Financial
18
LPL Financial
California
$426K -$181K -11,908 -29%
Bank of America
19
Bank of America
North Carolina
$398K -$1.75K -115 -0.4%
RCWM
20
Royal Capital Wealth Management
Indiana
$368K +$25.1K +1,644 +7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$358K +$6.2K +407 +2%
PI
22
PFG Investments
New York
$314K -$21.2K -1,393 -6%
IA
23
IFG Advisory
Georgia
$311K -$223K -14,620 -41%
Mariner
24
Mariner
Kansas
$304K +$2.36K +155 +0.8%
TWM
25
Tradition Wealth Management
Minnesota
$300K +$38K +2,494 +14%
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