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
TWM
1
TMD Wealth Management
Arizona
$18.5M -$2.76M -136,588 -14%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$16.6M +$15.7M +777,440 New
Osaic Holdings
3
Osaic Holdings
Arizona
$12.4M +$10.9M +542,022 +1,846%
APA
4
American Portfolios Advisors
New York
$5.11M -$452K -22,431 -9%
AWM
5
AE Wealth Management
Kansas
$4.03M -$2.07M -102,803 -36%
LPL Financial
6
LPL Financial
California
$3.5M +$2.83M +140,211 +677%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.23M +$1.26M +62,509 +73%
APA
8
Astoria Portfolio Advisors
New York
$3.15M +$272K +13,491 +10%
Stifel Financial
9
Stifel Financial
Missouri
$2.7M +$2.5M +124,106 New
BRWA
10
B. Riley Wealth Advisors
Florida
$2.52M +$923K +45,737 +65%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$2.46M +$1.99M +98,689 +686%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$2.29M -$8.2M -406,324 -79%
WAM
13
Worth Asset Management
Texas
$2.26M +$983K +48,709 +88%
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$1.85M -$312K -15,445 -15%
TI
15
Tidal Investments
Wisconsin
$1.48M +$178K +8,835 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.24M +$1.15M +57,101 New
EAM
17
Empirical Asset Management
Massachusetts
$1.12M +$168K +8,316 +19%
SC
18
Scotia Capital
Ontario, Canada
$933K +$864K +42,823 New
AWS
19
Atria Wealth Solutions
New York
$785K +$727K +36,044 New
PFS
20
Prospera Financial Services
Texas
$453K -$88K -4,364 -17%
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$358K +$332K +16,452 New
IA
22
IFP Advisors
Florida
$338K
LA
23
Latitude Advisors
Florida
$318K -$289K -14,315 -49%
BWM
24
BlackDiamond Wealth Management
New York
$297K +$298K +14,752 New
CAN
25
Cetera Advisor Networks
California
$289K +$267K +13,252 New