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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$4.2M +$305K +24,707 +8%
Morgan Stanley
2
Morgan Stanley
New York
$3.32M -$1.11M -90,220 -25%
EH
3
Equitable Holdings
New York
$2.3M -$448K -36,296 -16%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.05M +$175K +14,163 +9%
BCM
5
Bluefin Capital Management
New York
$1.27M +$1.27M +103,201 New
UBS Group
6
UBS Group
Switzerland
$1.21M -$209K -16,925 -15%
Citadel Advisors
7
Citadel Advisors
Florida
$1.14M -$938K -75,996 -45%
BIM
8
Bullseye Investment Management
Ohio
$1.04M +$309K +25,065 +42%
AFIA
9
America First Investment Advisors
Nebraska
$700K +$506 +41 +0.1%
Stifel Financial
10
Stifel Financial
Missouri
$680K +$51.3K +4,158 +8%
SIC
11
Samalin Investment Counsel
New York
$614K -$148K -12,006 -19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$507K -$81.9K -6,634 -14%
FCH
13
Freestone Capital Holdings
Washington
$505K +$193K +15,630 +62%
Wells Fargo
14
Wells Fargo
California
$478K +$29.6K +2,401 +7%
US Bancorp
15
US Bancorp
Minnesota
$381K +$7.82K +634 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$379K +$5.36K +434 +1%
Bank of America
17
Bank of America
North Carolina
$370K +$23.3K +1,887 +7%
LPL Financial
18
LPL Financial
California
$303K +$16.4K +1,327 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$262K +$6.14K +498 +2%
RCWM
20
Royal Capital Wealth Management
Indiana
$257K
Lido Advisors
21
Lido Advisors
California
$231K +$224K +18,155 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$215K -$18.8K -1,526 -8%
SWA
23
SOA Wealth Advisors
New York
$215K
SI
24
Stephens Inc
Arkansas
$211K
IA
25
Integrity Alliance
Iowa
$204K