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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$99.7K -$14K -2,670 -12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$94K +$94K +17,930 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$90K +$3.51K +672 +4%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$55K
BWP
30
Baldwin Wealth Partners
Massachusetts
$53K
USAA
31
United Services Automobile Association
Texas
$53K +$53K +10,000 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$39K
NPC
33
National Planning Corporation
California
$37.8K +$37.8K +7,100 New
AIG
34
American International Group
New York
$35.8K -$4.05K -771 -10%
BRWA
35
B. Riley Wealth Advisors
Florida
$21K +$21K +4,000 New
ASN
36
Advisory Services Network
Georgia
$20K +$20K +3,500 New
NFG
37
Next Financial Group
Texas
$15K -$30.7K -5,950 -67%
Creative Planning
38
Creative Planning
Kansas
$13K +$13K +2,500 New
Group One Trading
39
Group One Trading
Illinois
$11K +$9.95K +1,900 +950%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$7K
PSI
41
Pinnacle Summer Investments
Virginia
$6K +$6K +1,000 New
LFR
42
Lehman Financial Resources
Pennsylvania
$5K
US Bancorp
43
US Bancorp
Minnesota
$5K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$3K
JMPWA
45
JP Morgan Private Wealth Advisors
California
-$359K -60,000 Closed
NCCM
46
Nine Chapters Capital Management
New Jersey
-$205K -34,300 Closed
PP
47
Palladium Partners
Virginia
-$122K -20,400 Closed
JG
48
Jefferies Group
New York
-$120K -20,000 Closed
LIM
49
Leavell Investment Management
Alabama
-$102K -17,000 Closed
JIC
50
Johnson Investment Counsel
Ohio
-$83K -14,000 Closed