| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.927.523 $ | +138.131 $ | +4,4 % | 12.369.262 $ | +1.261.139 $ | +35,2 % | 10.252.618 $ | -194.405 $ | +60,8 % | 5.691.529 $ | +528.869 $ | +13,7 % | |
| Sequent Asset Management, LLC | 5.178.000 $ | +76.950 $ | +1,5 % | 5.101.050 $ | +630.045 $ | +14,1 % | ||||||
| RiverFront Investment Group, LLC | 2.136.633 $ | +216.257 $ | +11,3 % | 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 | 1.154.792 $ | -329.804 $ | -22,2 % | 1.484.596 $ | -26.146 $ | -1,7 % | 1.510.742 $ | -211.696 $ | -12,3 % | 1.722.438 $ | ||
| Arvest Bank Trust Division | 1.207.773 $ | +286.482 $ | +31,1 % | 921.291 $ | +1.256 $ | +0,1 % | 920.035 $ | +566.514 $ | +160,2 % | 353.521 $ | +30.153 $ | +9,3 % |
| FULTON BANK, N.A. | 1.156.621 $ | -49.622 $ | -4,1 % | 1.206.243 $ | +820.525 $ | +212,7 % | 385.718 $ | +31.165 $ | +8,8 % | 354.553 $ | ||
| Kohmann Bosshard Financial Services, LLC | 741.765 $ | +322.975 $ | +77,1 % | |||||||||
| Fifth Third Wealth Advisors LLC | 436.715 $ | |||||||||||
| Grey Fox Wealth Advisors, LLC | 271.704 $ | +14.818 $ | +5,8 % | 256.886 $ | -50.242 $ | -16,4 % | 307.128 $ | +228.994 $ | +293,1 % | |||
| Ethos Financial Group, LLC | 223.390 $ | +4.640 $ | +2,1 % | 218.750 $ | +12.395 $ | +6,0 % | ||||||
| 5.927.523 $ | +138.131 $ | +4,4 % | 12.369.262 $ | +1.261.139 $ | +35,2 % | 10.252.618 $ | -194.405 $ | +60,8 % | 5.691.529 $ | +528.869 $ | +13,7 % | |