| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 19.022.996 $ | -830.233 $ | -1,5 % | 21.668.143 $ | -868.005 $ | +7,6 % | 22.084.050 $ | -4.542.179 $ | -4,0 % | |
| Miller Investment Management, LP | 15.778.407 $ | -659.703 $ | -4,0 % | 16.438.110 $ | +470.203 $ | +2,9 % | 15.967.907 $ | -1.313.439 $ | -7,6 % |
| SVB WEALTH LLC | 1.182.052 $ | -26.531 $ | -2,2 % | 1.208.583 $ | -1.692.278 $ | -58,3 % | 2.900.861 $ | -3.300.121 $ | -53,2 % |
| Moloney Securities Asset Management, LLC | 1.386.446 $ | +163.777 $ | +13,4 % | 1.222.669 $ | +230.157 $ | +23,2 % | |||
| Sandhill Capital Partners LLC | 795.008 $ | -22.884 $ | -2,8 % | 817.892 $ | +83.300 $ | +11,3 % | 734.592 $ | -45.312 $ | -5,8 % |
| GLOBALT Investments LLC / GA | 627.836 $ | -29.725 $ | -4,5 % | 657.561 $ | -12.683 $ | -1,9 % | 670.244 $ | -110.920 $ | -14,2 % |
| Summit Creek Advisors LLC | 229.013 $ | -71.594 $ | -23,8 % | 300.607 $ | +19.147 $ | +6,8 % | 281.460 $ | ||
| Pinnacle Wealth Management Advisory Group, LLC | 178.875 $ | -64.193 $ | -26,4 % | 243.068 $ | +82.917 $ | +51,8 % | 160.151 $ | -12.515 $ | -7,2 % |
| Sincerus Advisory, LLC | 228.411 $ | ||||||||
| EdgeRock Capital LLC | 200.057 $ | ||||||||
| Ancora Advisors LLC | 116.326 $ | +26.467 $ | +29,5 % | 89.859 $ | +37.927 $ | +73,0 % | 51.932 $ | +9.500 $ | +22,4 % |
| Capco Asset Management, LLC | 85.142 $ | +22.968 $ | +36,9 % | 62.174 $ | -21.163 $ | -25,4 % | 83.337 $ | ||
| Pinnacle Holdings, LLC | 18.002 $ | -5.628 $ | -23,8 % | 23.630 $ | |||||
| Tieton Capital Management, LLC | 10.133 $ | +623 $ | +6,6 % | 9.510 $ | +855 $ | +9,9 % | 8.655 $ | +459 $ | +5,6 % |
| Brick & Kyle, Associates | 2.202 $ | -33 $ | -1,5 % | 2.235 $ | -7 $ | -0,3 % | 2.242 $ | +12 $ | +0,5 % |
| 19.022.996 $ | -830.233 $ | -1,5 % | 21.668.143 $ | -868.005 $ | +7,6 % | 22.084.050 $ | -4.542.179 $ | -4,0 % | |