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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
Bank of America
26
Bank of America
North Carolina
$101K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$70K +$70K +13,239 New
BWP
28
Baldwin Wealth Partners
Massachusetts
$66K +$13.2K +2,500 +25%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$63K -$47.3K -9,000 -43%
PAG
30
Private Advisor Group
New Jersey
$61K
SB
31
Simmons Bank
Arkansas
$53K +$53K +10,000 New
NFG
32
Next Financial Group
Texas
$50K +$521 +100 +1%
AIG
33
American International Group
New York
$43K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$40K +$42 +8 +0.1%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$39K
Creative Planning
36
Creative Planning
Kansas
$23K +$9.63K +1,800 +72%
Group One Trading
37
Group One Trading
Illinois
$18K +$10.3K +2,000 +133%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$11K
AIM
39
Acrospire Investment Management
Illinois
$6K +$6K +1,067 New
US Bancorp
40
US Bancorp
Minnesota
$5K -$54K -10,800 -92%
KA
41
Klingman & Associates
New York
$5K
TRCT
42
Tower Research Capital (TRC)
New York
$4K +$4K +771 New
HIM
43
Hillsdale Investment Management
Ontario, Canada
$3K -$2.63K -490 -47%
JMPWA
44
JP Morgan Private Wealth Advisors
California
-$114K -22,500 Closed
CA
45
Cetera Advisors
Colorado
-$103K -20,500 Closed
SBIA
46
Sheaff Brock Investment Advisors
Indiana
-$61K -12,000 Closed
ASN
47
Advisory Services Network
Georgia
-$19K -3,825 Closed
Simplex Trading
48
Simplex Trading
Illinois
-$1K -385 Closed