We are live on ! Find out more
BTAL icon

AGF US Market Neutral Anti-Beta Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
51
Newbridge Financial Services Group
Florida
$300K -$94.8K -4,700 -23%
T
52
TRUADVICE
Florida
$292K +$21.8K +1,081 +8%
SWP
53
Stratos Wealth Partners
Ohio
$285K +$93.7K +4,644 +44%
AM
54
AGF Management
Ontario, Canada
$281K -$227K -11,257 -43%
NCM
55
NCM Capital Management
New Jersey
$244K
HighTower Advisors
56
HighTower Advisors
Illinois
$232K +$249K +12,357 New
PFA
57
Petra Financial Advisors
Colorado
$228K
KPWS
58
Kestra Private Wealth Services
Texas
$225K +$35.1K +1,741 +17%
LA
59
Latitude Advisors
Florida
$216K +$233K +11,539 New
AR
60
Apeiron RIA
Texas
$189K +$203K +10,072 New
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$168K
WAM
62
Worth Asset Management
Texas
$101K -$2.13M -105,860 -95%
VAG
63
VisionPoint Advisory Group
Texas
$92.8K +$99.7K +4,945 New
JP Morgan Chase
64
JP Morgan Chase
New York
$91.7K +$33.7K +1,672 +52%
UBS Group
65
UBS Group
Switzerland
$31.7K +$31K +1,539 +1,006%
BWA
66
BDO Wealth Advisors
Florida
$15.1K
SPIA
67
Steward Partners Investment Advisory
New York
$14K +$15K +745 New
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
SWM
69
Spire Wealth Management
Virginia
$9.38K
IPW
70
Impact Partnership Wealth
Georgia
$7.17K +$7.7K +382 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.91K +$1.45K +72 +240%
TWC
72
TD Waterhouse Canada
Ontario, Canada
$1.28K +$1.05K +52 New
Wells Fargo
73
Wells Fargo
California
$3 -$70.8K -3,512 Closed
BCM
74
Brookstone Capital Management
Illinois
-$54M -2,596,823 Closed
CWG
75
Cornerstone Wealth Group
North Carolina
-$9.17M -449,268 Closed