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AGF US Market Neutral Anti-Beta Fund
BTAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.3M -$995K -66,156 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28M – – –
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$18.3M +$19.1M +1,269,641 New
CIBC World Market
4
CIBC World Market
Ontario, Canada
$11.3M +$2.88M +191,817 +32%
OIA
5
OneDigital Investment Advisors
Kansas
$9.92M +$836K +55,609 +9%
CCA
6
Carrera Capital Advisors
Michigan
$7.3M +$7.44M +494,840 New
KF
7
Krilogy Financial
Missouri
$6.43M +$1.37M +91,213 +25%
AWM
8
AE Wealth Management
Kansas
$5.8M +$2.69M +178,774 +80%
KAS
9
Kestra Advisory Services
Texas
$5.44M +$670K +44,538 +13%
ASN
10
Advisory Services Network
Georgia
$4.74M +$4.73M +314,565 +2,092%
HH
11
Hilltop Holdings
Texas
$4.07M +$4.25M +282,916 New
BAM
12
Belpointe Asset Management
Nevada
$3.67M +$3.83M +254,902 New
Jane Street
13
Jane Street
New York
$3.3M +$3.45M +229,064 New
PCA
14
PMV Capital Advisers
Texas
$3.11M +$175K +11,624 +6%
HF
15
HRT Financial
New York
$2.62M +$2.74M +182,251 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.34M -$292K -19,390 -11%
LPL Financial
17
LPL Financial
California
$1.74M -$6.62M -440,299 -79%
CI
18
CacheTech Inc
Utah
$1.55M +$1.62M +108,040 New
AC
19
Avestar Capital
New York
$1.31M -$475K -31,569 -26%
Q
20
QVR
California
$1.24M +$1.1M +73,386 +581%
LA
21
Latitude Advisors
Florida
$1.19M -$30.1K -2,000 -2%
WIM
22
WealthPlan Investment Management
Nebraska
$1.17M +$1.22M +80,982 New
WIA
23
Wealthedge Investment Advisors
New York
$1.1M -$6.63M -440,861 -85%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.05M -$2.02M -134,412 -65%
GSWA
25
Good Steward Wealth Advisors
Tennessee
$997K +$518K +34,472 +99%
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