| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 12.187.997 $ | +1.271.534 $ | +77,6 % | 10.461.942 $ | -233.484 $ | +33,8 % | 6.123.887 $ | +533.771 $ | +14,5 % | |
| Sequent Asset Management, LLC | 5.178.000 $ | +76.950 $ | +1,5 % | 5.101.050 $ | +630.045 $ | +14,1 % | |||
| RiverFront Investment Group, LLC | 1.920.376 $ | +111.181 $ | +6,1 % | 1.809.195 $ | -1.451.822 $ | -44,5 % | 3.261.017 $ | +498.716 $ | +18,1 % |
| Sippican Capital Advisors | 1.484.596 $ | -26.146 $ | -1,7 % | 1.510.742 $ | -211.696 $ | -12,3 % | 1.722.438 $ | ||
| FULTON BANK, N.A. | 1.206.243 $ | +820.525 $ | +212,7 % | 385.718 $ | +31.165 $ | +8,8 % | 354.553 $ | ||
| Arvest Bank Trust Division | 921.291 $ | +1.256 $ | +0,1 % | 920.035 $ | +566.514 $ | +160,2 % | 353.521 $ | +30.153 $ | +9,3 % |
| Kohmann Bosshard Financial Services, LLC | 741.765 $ | +322.975 $ | +77,1 % | ||||||
| Grey Fox Wealth Advisors, LLC | 256.886 $ | -50.242 $ | -16,4 % | 307.128 $ | +228.994 $ | +293,1 % | 78.134 $ | ||
| Ethos Financial Group, LLC | 223.390 $ | +4.640 $ | +2,1 % | 218.750 $ | +12.395 $ | +6,0 % | 206.355 $ | +3.942 $ | +1,9 % |
| Westside Investment Management, Inc. | 147.329 $ | +852 $ | +0,6 % | 146.477 $ | +2.844 $ | +2,0 % | 143.633 $ | +651 $ | +0,5 % |
| McMillan Office, Inc. | 96.645 $ | ||||||||
| Hurley Capital, LLC | 60.914 $ | -40.032 $ | -39,7 % | ||||||
| Transce3nd, LLC | 11.476 $ | +9.543 $ | +493,7 % | 1.933 $ | -1.891 $ | -49,5 % | 3.824 $ | +167 $ | +4,6 % |
| BIP Wealth, LLC | 412 $ | +142 $ | +52,6 % | ||||||
| 12.187.997 $ | +1.271.534 $ | +77,6 % | 10.461.942 $ | -233.484 $ | +33,8 % | 6.123.887 $ | +533.771 $ | +14,5 % | |