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AGF US Market Neutral Anti-Beta Fund
BTAL

Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$12.7M +$11.8M +495,216 New
APA
2
American Portfolios Advisors
New York
$3.57M +$32.6K +1,369 +1%
LPL Financial
3
LPL Financial
California
$2.76M +$430K +18,095 +20%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.63M +$2.1M +88,426 +633%
SC
5
Scotia Capital
Ontario, Canada
$2.07M +$1.92M +80,620 New
FAAS
6
First Allied Advisory Services
California
$1.89M +$325K +13,650 +23%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.75M +$729K +30,623 +82%
KWM
8
Kingsview Wealth Management
Oregon
$1.36M -$622K -26,138 -33%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.34M +$1.25M +52,341 New
DAS
10
Dynamic Advisor Solutions
Arizona
$1.28M -$3.12M -131,257 -72%
ACM
11
Adalta Capital Management
New York
$1.09M +$1.01M +42,550 New
AWM
12
AE Wealth Management
Kansas
$502K +$465K +19,548 New
FIG
13
FundX Investment Group
California
$385K +$357K +15,000 New
SW
14
SkyOak Wealth
Michigan
$370K +$342K +14,389 New
SS
15
Simplicity Solutions
Minnesota
$352K +$326K +13,719 New
WC
16
Waterloo Capital
Texas
$315K +$292K +12,280 New
IA
17
IFP Advisors
Florida
$247K -$779K -32,747 -77%
MC
18
Moors & Cabot
Massachusetts
$231K +$214K +9,000 New
NA
19
NewEdge Advisors
Louisiana
$217K +$201K +8,444 New
OPA
20
Old Port Advisors
Maine
$215K +$199K +8,354 New
OPS
21
Orion Portfolio Solutions
Nebraska
$129K +$119K +5,015 New
AIL
22
AGF Investments LLC
Ontario, Canada
$71K -$555K -23,314 -89%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31K -$52.3K -2,200 -65%
ASN
24
Advisory Services Network
Georgia
$23K +$21.4K +900 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11K +$9.85K +414 New
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