| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.669.668 $ | +2.471.271 $ | +19,6 % | 3.198.397 $ | +493.455 $ | +753,1 % | 2.704.942 $ | +1.515.047 $ | +112,3 % | 906.842 $ | +45.144 $ | +9,6 % | |
| CENTRAL BANK & TRUST CO | 4.790.096 $ | +3.412.041 $ | +247,6 % | 1.378.055 $ | +64.911 $ | +4,9 % | 1.313.144 $ | +1.005.603 $ | +327,0 % | 307.541 $ | +45.097 $ | +17,2 % |
| RICHARDSON FINANCIAL SERVICES INC. | 400.378 $ | -998.624 $ | -71,4 % | 1.399.002 $ | +999.924 $ | +250,6 % | 399.078 $ | +8.843 $ | +2,3 % | 390.235 $ | ||
| Financial Gravity Asset Management, Inc. | 214.973 $ | +59.657 $ | +38,4 % | 155.316 $ | -562.905 $ | -78,4 % | 718.221 $ | +500.549 $ | +230,0 % | |||
| Arvest Bank Trust Division | 261.477 $ | -1.750 $ | -0,7 % | 263.227 $ | -8.454 $ | -3,1 % | 271.681 $ | |||||
| Financial Gravity Companies, Inc. | 206.704 $ | |||||||||||
| Westside Investment Management, Inc. | 2.322 $ | -16 $ | -0,7 % | 2.338 $ | -76 $ | -3,1 % | 2.414 $ | +52 $ | +2,2 % | 2.362 $ | +47 $ | +2,0 % |
| Oakworth Capital, Inc. | 410 $ | +3 $ | +0,7 % | 407 $ | +4 $ | +1,0 % | 403 $ | |||||
| Coston, McIsaac & Partners | 12 $ | -40 $ | -76,9 % | 52 $ | +51 $ | +5.100,0 % | 1 $ | +0 $ | +0,0 % | |||
| 5.669.668 $ | +2.471.271 $ | +19,6 % | 3.198.397 $ | +493.455 $ | +753,1 % | 2.704.942 $ | +1.515.047 $ | +112,3 % | 906.842 $ | +45.144 $ | +9,6 % | |