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AGF US Market Neutral Anti-Beta Fund
BTAL

Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
– -$4.41M -216,006 Closed
AFWM
77
AMJ Financial Wealth Management
Virginia
– -$3.42M -167,554 Closed
MWM
78
Moran Wealth Management
Florida
– -$2.77M -135,938 Closed
FANJ
79
Financial Architects (New Jersey)
New Jersey
– -$2.5M -122,373 Closed
FHA
80
Flagship Harbor Advisors
Massachusetts
– -$1.2M -58,904 Closed
Goldman Sachs
81
Goldman Sachs
New York
– -$1.04M -51,103 Closed
MWM
82
MBE Wealth Management
Wisconsin
– -$530K -25,978 Closed
LMKC
83
L.M. Kohn & Company
Ohio
– -$448K -21,975 Closed
WF
84
Wayfinding Financial
Washington
– -$447K -21,949 Closed
CL
85
Choreo LLC
Illinois
– -$442K -21,668 Closed
OC
86
Oppenheimer & Co
New York
– -$398K -19,527 Closed
IWC
87
Integrated Wealth Concepts
Massachusetts
– -$331K -16,217 Closed
CFA
88
Camarda Financial Advisors
Florida
– -$300K -14,703 Closed
DWM
89
Darwin Wealth Management
Florida
– -$298K -14,327 Closed
AWM
90
Axxcess Wealth Management
California
– -$275K -13,462 Closed
AWA
91
Arkadios Wealth Advisors
Georgia
– -$246K -12,075 Closed
Vontobel Holding
92
Vontobel Holding
Switzerland
– -$246K -12,051 Closed
BAM
93
Belpointe Asset Management
Nevada
– -$128K -6,280 Closed
AWM
94
Accel Wealth Management
Iowa
– -$89.1K -4,370 Closed
FWM
95
Focused Wealth Management
New York
– -$65.3K -3,200 Closed
CTC
96
Central Trust Company
Missouri
– -$16.4K -804 Closed
AWM
97
Avior Wealth Management
Nebraska
– -$13.8K -677 Closed
CWC
98
Carolinas Wealth Consulting
North Carolina
– -$9.73K -477 Closed
JIR
99
James Investment Research
Ohio
– -$7K -334 Closed
Bank of America
100
Bank of America
North Carolina
– -$5K -245 Closed
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