| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 23.500.700 $ | -51.390 $ | -0,9 % | 33.908.877 $ | +730.881 $ | +25,9 % | 33.600.694 $ | +1.474.192 $ | +55,3 % | |
| Boston Common Asset Management, LLC | 9.944.201 $ | -718.339 $ | -6,7 % | 10.662.540 $ | |||||
| Broderick Brian C | 7.949.603 $ | +35.694 $ | +0,5 % | 7.913.909 $ | +201.704 $ | +2,6 % | 7.712.205 $ | +308.488 $ | +4,2 % |
| Redwood Wealth Management Group, LLC | 6.391.428 $ | -148.337 $ | -2,3 % | 6.539.765 $ | +297.180 $ | +4,8 % | 6.242.585 $ | +820.092 $ | +15,1 % |
| Siena Capital Partners GP, LLC | 4.072.144 $ | +296.622 $ | +7,9 % | 3.775.522 $ | +161.128 $ | +4,5 % | 3.614.394 $ | +83.561 $ | +2,4 % |
| FULTON BANK, N.A. | 2.846.333 $ | +380.594 $ | +15,4 % | 2.465.739 $ | +510.116 $ | +26,1 % | 1.955.623 $ | +38.863 $ | +2,0 % |
| RiverFront Investment Group, LLC | 1.232.628 $ | +8.005 $ | +0,7 % | ||||||
| Ancora Advisors LLC | 491.173 $ | -429.510 $ | -46,7 % | 920.683 $ | +20.773 $ | +2,3 % | 899.910 $ | -9.209 $ | -1,0 % |
| Diversified Trust Co | 649.831 $ | -222.921 $ | -25,5 % | 872.752 $ | +16.866 $ | +2,0 % | 855.886 $ | +76.861 $ | +9,9 % |
| Kohmann Bosshard Financial Services, LLC | 494.589 $ | ||||||||
| Meadowbrook Wealth Management, LLC | 460.836 $ | ||||||||
| Westside Investment Management, Inc. | 457.119 $ | +760 $ | +0,2 % | 456.359 $ | +340.092 $ | +292,5 % | 116.267 $ | +11.725 $ | +11,2 % |
| Grey Fox Wealth Advisors, LLC | 269.131 $ | ||||||||
| Ethos Financial Group, LLC | 160.976 $ | ||||||||
| Luminist Capital LLC | 27.054 $ | -105.185 $ | -79,5 % | 132.239 $ | +114.540 $ | +647,2 % | |||
| Generali Investments CEE, investicni spolecnost, a.s. | 132.160 $ | +35.680 $ | +37,0 % | 96.480 $ | +6.400 $ | +7,1 % | 90.080 $ | +21.120 $ | +30,6 % |
| Brooklyn Investment Group | 85.308 $ | ||||||||
| McMillan Office, Inc. | 14.274 $ | ||||||||
| Game Plan Financial Advisors, LLC | 4.295 $ | ||||||||
| Fortune Financial Group, Inc. | 830 $ | ||||||||
| Coston, McIsaac & Partners | 766 $ | +26 $ | +3,5 % | 740 $ | +43 $ | +6,2 % | 697 $ | +83 $ | +13,5 % |
| NVWM, LLC | 334 $ | +2 $ | +0,6 % | 332 $ | +64 $ | +23,9 % | 268 $ | +58 $ | +27,6 % |
| Motiv8 Investments LLC | 103 $ | ||||||||
| CROWLEY WEALTH MANAGEMENT, INC. | 90 $ | +39 $ | +76,5 % | 51 $ | +5 $ | +10,9 % | |||
| MassMutual Private Wealth & Trust, FSB | 13 $ | +0 $ | +0,0 % | 13 $ | +0 $ | +0,0 % | 13 $ | +0 $ | +0,0 % |
| Hurley Capital, LLC | 0 $ | +0 $ | 0 $ | +0 $ | |||||
| Trivant Custom Portfolio Group, LLC | 0 $ | ||||||||
| 23.500.700 $ | -51.390 $ | -0,9 % | 33.908.877 $ | +730.881 $ | +25,9 % | 33.600.694 $ | +1.474.192 $ | +55,3 % | |