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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
C
26
Certuity
Florida
-$285K -47,114 Closed
DLG
27
Daniel L. Goodwin
-$271K -44,700 Closed
Creative Planning
28
Creative Planning
Kansas
-$266K -44,000 Closed
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
-$269K -42,300 Closed
SMH
30
Sanders Morris Harris
Texas
-$239K -39,500 Closed
JP Morgan Chase
31
JP Morgan Chase
New York
-$609K -37,679 Closed
Osaic Holdings
32
Osaic Holdings
Arizona
-$225K -37,169 Closed
GIA
33
Gladstone Institutional Advisory
Florida
-$207K -34,200 Closed
EH
34
Equitable Holdings
New York
-$198K -32,645 Closed
PAG
35
Private Advisor Group
New Jersey
-$168K -27,687 Closed
P
36
&Partners
Tennessee
-$155K -25,620 Closed
APA
37
American Portfolios Advisors
New York
-$155K -25,600 Closed
AWM
38
AE Wealth Management
Kansas
-$143K -23,571 Closed
JF
39
Jump Financial
Illinois
-$128K -21,094 Closed
TYCC
40
Texas Yale Capital Corp
Florida
-$115K -19,007 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
-$95K -15,739 Closed
BFA
42
Beacon Financial Advisory
Ohio
-$93K -15,322 Closed
SF
43
Synovus Financial
Georgia
-$91K -15,000 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
-$81K -13,424 Closed
NFSG
45
Newbridge Financial Services Group
Florida
-$79K -13,032 Closed
BWP
46
Baldwin Wealth Partners
Massachusetts
-$76K -12,500 Closed
Truist Financial
47
Truist Financial
North Carolina
-$75K -12,400 Closed
WE
48
Wealth Effects
Massachusetts
-$70K -11,500 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
-$65K -10,691 Closed
FWM
50
Frontier Wealth Management
Missouri
-$183K -10,626 Closed