| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 12.295.249 $ | +1.319.386 $ | -5,8 % | 13.873.088 $ | -1.580.221 $ | +10,4 % | 15.469.231 $ | +358.085 $ | +5,4 % | 14.919.544 $ | -2.480.009 $ | -10,1 % | |
| Atlas Wealth LLC | 12.274.817 $ | +1.325.637 $ | +12,1 % | 10.949.180 $ | -930.793 $ | -7,8 % | 11.879.973 $ | +223.269 $ | +1,9 % | 11.656.704 $ | -855.348 $ | -6,8 % |
| TOWER BRIDGE ADVISORS | 2.613.353 $ | -642.805 $ | -19,7 % | 3.256.158 $ | +128.680 $ | +4,1 % | 3.127.478 $ | -1.625.538 $ | -34,2 % | |||
| 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 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 15.922 $ | +1.716 $ | +12,1 % | |||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 9.410 $ | -6.328 $ | -40,2 % | 15.738 $ | +6.412 $ | +68,8 % | 9.326 $ | +174 $ | +1,9 % | 9.152 $ | +877 $ | +10,6 % |
| Transce3nd, LLC | 9.154 $ | -11 $ | -0,1 % | 9.165 $ | +2.870 $ | +45,6 % | 6.295 $ | |||||
| Financial Gravity Companies, Inc. | 3.684 $ | |||||||||||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1.868 $ | +88 $ | +4,9 % | 1.780 $ | -60 $ | -3,3 % | 1.840 $ | +124 $ | +7,2 % | |||
| 12.295.249 $ | +1.319.386 $ | -5,8 % | 13.873.088 $ | -1.580.221 $ | +10,4 % | 15.469.231 $ | +358.085 $ | +5,4 % | 14.919.544 $ | -2.480.009 $ | -10,1 % | |