| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 9.710.097 $ | +45.597 $ | +2,1 % | 9.434.134 $ | +125.801 $ | +6,6 % | 17.301.363 $ | +210.024 $ | +14,2 % | |
| CAPE COD FIVE CENTS SAVINGS BANK | 8.357.306 $ | +0 $ | +0,0 % | 8.357.306 $ | +0 $ | +0,0 % | 8.357.306 $ | +0 $ | +0,0 % |
| Ethos Financial Group, LLC | 6.432.172 $ | ||||||||
| Kohmann Bosshard Financial Services, LLC | 1.559.150 $ | ||||||||
| Piedmont Capital Management, LLC | 1.122.425 $ | +45.597 $ | +4,2 % | 1.076.828 $ | +125.801 $ | +13,2 % | 951.027 $ | +210.024 $ | +28,3 % |
| Signature Wealth Management Group | 230.366 $ | ||||||||
| Transce3nd, LLC | 1.708 $ | ||||||||
| 9.710.097 $ | +45.597 $ | +2,1 % | 9.434.134 $ | +125.801 $ | +6,6 % | 17.301.363 $ | +210.024 $ | +14,2 % | |