| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 13.874.588 $ | -1.580.214 $ | +9,5 % | 15.453.536 $ | +133.111 $ | +4,7 % | 3.261.088 $ | -1.793.467 $ | -8,0 % | |
| Atlas Wealth LLC | 10.949.180 $ | -930.793 $ | -7,8 % | 11.879.973 $ | |||||
| TOWER BRIDGE ADVISORS | 2.613.353 $ | -642.805 $ | -19,7 % | 3.256.158 $ | +128.680 $ | +4,1 % | 3.127.478 $ | -1.794.173 $ | -36,5 % |
| Sequent Asset Management, LLC | 203.000 $ | -11.431 $ | -5,3 % | 214.431 $ | |||||
| Financially Speaking Inc | 80.872 $ | -4.414 $ | -5,2 % | 85.286 $ | +4.122 $ | +5,1 % | 81.164 $ | ||
| Brooklyn Investment Group | 41.362 $ | ||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 15.738 $ | +6.412 $ | +68,8 % | 9.326 $ | +174 $ | +1,9 % | 9.152 $ | +877 $ | +10,6 % |
| Transce3nd, LLC | 9.165 $ | +2.870 $ | +45,6 % | 6.295 $ | |||||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1.780 $ | -60 $ | -3,3 % | 1.840 $ | +124 $ | +7,2 % | 1.716 $ | -178 $ | -9,4 % |
| ORG Partners LLC | 1.265 $ | ||||||||
| Coston, McIsaac & Partners | 234 $ | +7 $ | +3,1 % | 227 $ | +11 $ | +5,1 % | 216 $ | +7 $ | +3,3 % |
| Motiv8 Investments LLC | 1 $ | ||||||||
| PLIMOTH TRUST CO LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | |||
| 13.874.588 $ | -1.580.214 $ | +9,5 % | 15.453.536 $ | +133.111 $ | +4,7 % | 3.261.088 $ | -1.793.467 $ | -8,0 % | |