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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
SIC
26
Samalin Investment Counsel
New York
$281K +$281K +66,000 New
Belvedere Trading
27
Belvedere Trading
Illinois
$267K +$267K +62,888 New
TWM
28
Tradition Wealth Management
Minnesota
$224K +$224K +52,643 New
Creative Planning
29
Creative Planning
Kansas
$196K
C
30
Certuity
Florida
$191K +$84.9K +20,000 +80%
DLG
31
Daniel L. Goodwin
$190K
IA
32
IFG Advisory
Georgia
$178K +$178K +42,000 New
FWM
33
Frontier Wealth Management
Missouri
$170K
SMH
34
Sanders Morris Harris
Texas
$168K +$53.2K +12,500 +46%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$166K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$117K +$10.3K +2,449 +10%
Osaic Holdings
37
Osaic Holdings
Arizona
$112K -$14.2K -3,374 -11%
PAG
38
Private Advisor Group
New Jersey
$109K +$10.5K +2,473 +11%
SEI Investments
39
SEI Investments
Pennsylvania
$105K +$105K +24,800 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$93K +$26.4K +6,196 +40%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$90K
Citadel Advisors
42
Citadel Advisors
Florida
$89K +$89K +20,844 New
HighTower Advisors
43
HighTower Advisors
Illinois
$88K +$169 +40 +0.2%
EH
44
Equitable Holdings
New York
$84K -$207K -49,060 -71%
TYCC
45
Texas Yale Capital Corp
Florida
$81K
NFSG
46
Newbridge Financial Services Group
Florida
$75K -$4.51K -1,062 -6%
BRWA
47
B. Riley Wealth Advisors
Florida
$72K -$47 -11 -0.1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$71K
Group One Trading
49
Group One Trading
Illinois
$66K +$66K +15,588 New
NFC
50
Northeast Financial Consultants
Connecticut
$60K +$60K +14,000 New