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Scharf ETF
KAT
KAT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $219K | -$24.5K | -445 | -10% |
|
27
Abound Wealth Management
Franklin,
Tennessee
| $185K | -$10.1K | -184 | -5% |
|
28
Pinnacle Bancorp
Beatrice,
Nebraska
| $124K | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $70.8K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $68.6K | – | – | – |
|
31
Clearstead Advisors
Cleveland,
Ohio
| $31.5K | – | – | – |
|
32
IFP Advisors
Tampa,
Florida
| $13.8K | – | – | – |
|
33
Allworth Financial
Folsom,
California
| $11.4K | – | – | – |
|
34
JP Morgan Chase
New York
| $10.9K | – | – | – |
|
35
AssetMark Inc
Concord,
California
| $8.7K | – | – | – |
|
36
Osaic Holdings
Scottsdale,
Arizona
| $3.63K | -$31K | -563 | -89% |
|
37
UBS Group
Zurich,
Switzerland
| $1.84K | -$6.72K | -122 | -78% |
|
38
Summit Trail Advisors
New York
| – | -$351K | -6,545 | Closed |
|
39
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$215K | -4,008 | Closed |
|
40
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$107K | -2,000 | Closed |
|
41
Fidelity Investments
Boston,
Massachusetts
| – | -$161 | -3 | Closed |
|