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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
William Blair & Company
26
William Blair & Company
Illinois
$376K +$376K +63,090 New
ASFA
27
All Season Financial Advisors
Colorado
$336K +$40.5K +6,790 +14%
TWM
28
Tradition Wealth Management
Minnesota
$327K +$5.12K +859 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$309K +$149K +25,000 +93%
Creative Planning
30
Creative Planning
Kansas
$286K +$23.8K +4,000 +9%
XF
31
XML Financial
Maryland
$279K +$279K +46,750 New
DLG
32
Daniel L. Goodwin
$266K
FWM
33
Frontier Wealth Management
Missouri
$239K
JP Morgan Chase
34
JP Morgan Chase
New York
$238K +$59.5K +10,000 +33%
SMH
35
Sanders Morris Harris
Texas
$235K
VF
36
Virtu Financial
New York
$235K +$154K +25,942 +191%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$233K
Osaic Holdings
38
Osaic Holdings
Arizona
$223K +$68.6K +11,510 +44%
PAG
39
Private Advisor Group
New Jersey
$173K +$9.4K +1,578 +6%
EH
40
Equitable Holdings
New York
$163K -$35.2K -5,908 -18%
Truist Financial
41
Truist Financial
North Carolina
$161K
P
42
&Partners
Tennessee
$154K -$2.09K -350 -1%
Group One Trading
43
Group One Trading
Illinois
$146K
AWM
44
AE Wealth Management
Kansas
$135K +$135K +22,579 New
OBWG
45
Onyx Bridge Wealth Group
New York
$126K
TYCC
46
Texas Yale Capital Corp
Florida
$113K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$103K
NFC
48
Northeast Financial Consultants
Connecticut
$95K
Marshall Wace
49
Marshall Wace
United Kingdom
$91K +$91K +15,299 New
HF
50
HRT Financial
New York
$86K +$86K +14,441 New