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AGF US Market Neutral Anti-Beta Fund
BTAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$57.4M +$37.7M +1,820,316 +212%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.6M -$437K -21,066 -2%
TWM
3
TMD Wealth Management
Arizona
$16.1M -$1.81M -87,236 -10%
EFG
4
Ethos Financial Group
Pennsylvania
$13M +$12.6M +607,480 New
LPL Financial
5
LPL Financial
California
$12.4M +$5.98M +288,444 +98%
Stifel Financial
6
Stifel Financial
Missouri
$8.31M +$743K +35,845 +10%
AFWM
7
AMJ Financial Wealth Management
Virginia
$6.79M +$150K +7,250 +2%
PFA
8
Peak Financial Advisors
Colorado
$6.35M -$14.7K -708 -0.2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$6.14M -$6.62M -319,548 -53%
QA
10
Quantitative Advantage
Minnesota
$5.59M +$226K +10,900 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.25M -$1.48M -71,253 -22%
TF
12
Trek Financial
Arizona
$5.02M +$4.9M +236,530 New
AWM
13
AE Wealth Management
Kansas
$4.75M +$636K +30,668 +16%
ACM
14
Arlington Capital Management
Illinois
$4.64M +$198K +9,536 +5%
APA
15
Astoria Portfolio Advisors
New York
$4.23M +$1.34M +64,871 +45%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.17M -$1.74M -84,000 -30%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$3.77M +$557K +26,875 +18%
MWM
18
Moran Wealth Management
Florida
$3.75M +$3.66M +176,605 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$3.6M +$1.31M +63,262 +59%
RJA
20
Raymond James & Associates
Florida
$3.41M +$689K +33,232 +26%
WAM
21
Worth Asset Management
Texas
$3.33M +$1.49M +72,045 +85%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.18M +$1.5M +72,261 +93%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.65M +$1.51M +72,812 +139%
CA
24
CoreCap Advisors
Michigan
$2.43M -$41.2K -1,989 -2%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$2.4M -$802K -38,689 -26%
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