| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 20.429.438 $ | +6.936.273 $ | +20,8 % | 12.929.413 $ | -655.669 $ | -2,3 % | 29.300.453 $ | +2.228.668 $ | +6,4 % | 12.698.325 $ | -827.887 $ | +3,0 % | |
| Vermillion Wealth Management, Inc. | 15.562.762 $ | +1.075.145 $ | +7,4 % | |||||||||
| Generali Investments CEE, investicni spolecnost, a.s. | 13.869.503 $ | +7.108.067 $ | +105,1 % | 6.761.436 $ | +18.385 $ | +0,3 % | 6.743.051 $ | +784.140 $ | +13,2 % | 5.958.911 $ | -1.359.985 $ | -18,6 % |
| FULTON BANK, N.A. | 3.082.494 $ | -71.708 $ | -2,3 % | 3.154.202 $ | -744.816 $ | -19,1 % | 3.899.018 $ | +255.434 $ | +7,0 % | 3.643.584 $ | +140.574 $ | +4,0 % |
| Redwood Wealth Management Group, LLC | 1.783.311 $ | -121.938 $ | -6,4 % | 1.905.249 $ | +64.410 $ | +3,5 % | 1.840.839 $ | +90.378 $ | +5,2 % | 1.750.461 $ | +389.536 $ | +28,6 % |
| Keystone Financial Group | 1.037.443 $ | |||||||||||
| Brooklyn Investment Group | 520.345 $ | |||||||||||
| Private Capital Advisors, Inc. | 473.691 $ | +3.496 $ | +0,7 % | 470.195 $ | +11.361 $ | +2,5 % | 458.834 $ | -7.428 $ | -1,6 % | |||
| Saranac Partners Ltd | 406.188 $ | |||||||||||
| CARRET ASSET MANAGEMENT, LLC | 388.845 $ | +7.802 $ | +2,0 % | 381.043 $ | +2.643 $ | +0,7 % | 378.400 $ | +12.210 $ | +3,3 % | 366.190 $ | +9.416 $ | +2,6 % |
| First Financial Bank - Trust Division | 267.842 $ | +14.050 $ | +5,5 % | 253.792 $ | +213 $ | +0,1 % | ||||||
| 20.429.438 $ | +6.936.273 $ | +20,8 % | 12.929.413 $ | -655.669 $ | -2,3 % | 29.300.453 $ | +2.228.668 $ | +6,4 % | 12.698.325 $ | -827.887 $ | +3,0 % | |