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AGF US Market Neutral Anti-Beta Fund
BTAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$88.7M – – –
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.8M +$375K +19,518 +0.8%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$22.5M -$3.88M -201,677 -14%
OIA
4
OneDigital Investment Advisors
Kansas
$12.7M +$1.07M +55,740 +9%
Morgan Stanley
5
Morgan Stanley
New York
$12.1M -$7.16K -372 -0.1%
LPL Financial
6
LPL Financial
California
$7.56M -$790K -41,085 -9%
LFAS
7
Level Four Advisory Services
Texas
$5.92M +$268K +13,913 +5%
ASN
8
Advisory Services Network
Georgia
$4.43M +$4.61M +239,637 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.2M +$4.37M +227,405 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.9M +$133K +6,931 +3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.84M -$177K -9,208 -4%
AssetMark Inc
12
AssetMark Inc
California
$3.76M -$238K -12,377 -6%
CFD
13
Creative Financial Designs
Indiana
$3.52M +$611K +31,742 +20%
SA
14
Sanctuary Advisors
Indiana
$3.45M -$163K -8,496 -4%
AC
15
Avestar Capital
New York
$3.21M -$58.5K -3,039 -2%
AWM
16
AE Wealth Management
Kansas
$2.76M +$276K +14,374 +11%
BCM
17
Beaumont Capital Management
Massachusetts
$2.46M +$92.2K +4,796 +4%
CWM
18
Cedar Wealth Management
California
$1.69M +$1.76M +91,441 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.42M -$31.1M -1,616,850 -95%
RFA
20
Reyes Financial Architecture
California
$1.41M +$1.47M +76,246 New
MWM
21
Maridea Wealth Management
New York
$1.23M +$1.28M +66,427 New
AA
22
Armis Advisers
Georgia
$1.19M +$1.24M +64,562 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.16M -$2.1M -108,976 -64%
Jane Street
24
Jane Street
New York
$1.1M -$3.47M -180,520 -75%
RL
25
Retireful LLC
Michigan
$778K +$810K +42,125 New
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