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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
PAG
26
Private Advisor Group
New Jersey
$126K
JP Morgan Chase
27
JP Morgan Chase
New York
$121K -$80.6K -13,323 -40%
LPL Financial
28
LPL Financial
California
$115K +$115K +19,000 New
WS
29
Wedbush Securities
California
$112K +$112K +18,578 New
OC
30
Oppenheimer & Co
New York
$104K -$1.55K -257 -1%
FT
31
Fiduciary Trust
Massachusetts
$103K +$103K +17,000 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$94K +$39.8K +6,549 +73%
JIC
33
Joel Isaacson & Co
New York
$91K +$91K +15,005 New
SIAS
34
Shine Investment Advisory Services
Colorado
$80K -$80K
TYCC
35
Texas Yale Capital Corp
Florida
$79K
AAMU
36
Amundi Asset Management US
Massachusetts
$79K +$79K +13,000 New
BWP
37
Baldwin Wealth Partners
Massachusetts
$76K
HighTower Advisors
38
HighTower Advisors
Illinois
$75K
RJT
39
Raymond James Trust
Florida
$72K +$72K +11,850 New
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$70K +$70K +11,500 New
Citigroup
41
Citigroup
New York
$67K -$36.5K -6,000 -35%
VF
42
Virtu Financial
New York
$63K -$41.5K -6,903 -40%
BRWA
43
B. Riley Wealth Advisors
Florida
$63K
SWM
44
SeaCrest Wealth Management
New York
$63K +$63K +10,400 New
AAM
45
American Asset Management
Florida
$61K
AG
46
Advisor Group
Arizona
$55K -$3.01K -500 -5%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$49K +8,037 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$45K
IWM
49
IHT Wealth Management
Illinois
$42K
SWP
50
Stratos Wealth Partners
Ohio
$39K +$39K +6,400 New