| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 13.270.869 $ | +4.045.701 $ | +20.720,2 % | 9.462.060 $ | +102.260 $ | -1,9 % | 19.308.478 $ | +134.445 $ | +6,6 % | 20.383.027 $ | +1.837.410 $ | +49,6 % | |
| Boston Common Asset Management, LLC | 9.944.201 $ | -718.339 $ | -6,7 % | 10.662.540 $ | ||||||||
| Redwood Wealth Management Group, LLC | 2.952.474 $ | -436.312 $ | -12,9 % | 3.388.786 $ | -144.873 $ | -4,1 % | 3.533.659 $ | +248.689 $ | +7,6 % | 3.284.970 $ | +556.647 $ | +20,4 % |
| FULTON BANK, N.A. | 3.201.531 $ | +355.198 $ | +12,5 % | 2.846.333 $ | +380.594 $ | +15,4 % | 2.465.739 $ | +510.116 $ | +26,1 % | 1.955.623 $ | +38.863 $ | +2,0 % |
| Generali Investments CEE, investicni spolecnost, a.s. | 2.612.328 $ | +2.480.168 $ | +1.876,6 % | |||||||||
| Williams Jones Wealth Management, LLC. | 2.098.295 $ | -21.696 $ | -1,0 % | 2.119.991 $ | +88.700 $ | +4,4 % | 2.031.291 $ | +77.113 $ | +3,9 % | 1.954.178 $ | +1.366.021 $ | +232,3 % |
| Fortune Financial Group, Inc. | 1.184.634 $ | +1.183.804 $ | +142.627,0 % | |||||||||
| RiverFront Investment Group, LLC | 1.023.641 $ | -200.982 $ | -16,4 % | |||||||||
| Diversified Trust Co | 665.964 $ | +16.133 $ | +2,5 % | 649.831 $ | -222.921 $ | -25,5 % | 872.752 $ | +16.866 $ | +2,0 % | 855.886 $ | +76.861 $ | +9,9 % |
| Financial Gravity Companies, Inc. | 646.189 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 555.643 $ | +468.406 $ | +536,9 % | |||||||||
| Meadowbrook Wealth Management, LLC | 460.836 $ | |||||||||||
| Westside Investment Management, Inc. | 457.119 $ | +760 $ | +0,2 % | |||||||||
| 13.270.869 $ | +4.045.701 $ | +20.720,2 % | 9.462.060 $ | +102.260 $ | -1,9 % | 19.308.478 $ | +134.445 $ | +6,6 % | 20.383.027 $ | +1.837.410 $ | +49,6 % | |