| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.367.122 $ | +1.190.705 $ | +164,5 % | 2.851.778 $ | +575.016 $ | +13,9 % | 2.283.050 $ | +187.629 $ | -0,9 % | |
| JMG Financial Group, Ltd. | 2.881.283 $ | +375.826 $ | +15,0 % | 2.505.457 $ | +549.887 $ | +28,1 % | 1.955.570 $ | +164.831 $ | +9,2 % |
| FORBES J M & CO LLP | 1.324.088 $ | ||||||||
| SVB WEALTH LLC | 1.122.613 $ | +806.302 $ | +254,9 % | 316.311 $ | +22.928 $ | +7,8 % | 293.383 $ | +25.099 $ | +9,4 % |
| Ancora Advisors LLC | 30.688 $ | +2.324 $ | +8,2 % | 28.364 $ | +2.024 $ | +7,7 % | 26.340 $ | ||
| SOL Capital Management CO | 7.899 $ | +6.253 $ | +379,9 % | 1.646 $ | +177 $ | +12,0 % | 1.469 $ | +72 $ | +5,2 % |
| Moloney Securities Asset Management, LLC | 6.288 $ | -2.373 $ | -27,4 % | ||||||
| SlateStone Wealth, LLC | 551 $ | ||||||||
| 5.367.122 $ | +1.190.705 $ | +164,5 % | 2.851.778 $ | +575.016 $ | +13,9 % | 2.283.050 $ | +187.629 $ | -0,9 % | |