| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 25.789.051 $ | -8.779.480 $ | -22,9 % | 48.371.695 $ | -3.334.821 $ | -19,0 % | 43.676.727 $ | +4.778.051 $ | +1.360,1 % | |
| Azimuth Capital Investment Management LLC | 13.251.532 $ | -511.475 $ | -3,7 % | 13.763.007 $ | -4.221.881 $ | -23,5 % | 17.984.888 $ | +4.939.512 $ | +37,9 % |
| FORBES J M & CO LLP | 8.646.065 $ | -6.813.707 $ | -44,1 % | 15.459.772 $ | +3.340.811 $ | +27,6 % | 12.118.961 $ | +5.879.946 $ | +94,2 % |
| Moloney Securities Asset Management, LLC | 7.295.459 $ | +1.261.740 $ | +20,9 % | 6.033.719 $ | +1.091.449 $ | +22,1 % | |||
| EdgeRock Capital LLC | 7.009.784 $ | ||||||||
| SVB WEALTH LLC | 695.880 $ | -1.293.266 $ | -65,0 % | 1.989.146 $ | -2.268.718 $ | -53,3 % | 4.257.864 $ | -7.221.541 $ | -62,9 % |
| Pinnacle Wealth Management Advisory Group, LLC | 1.268.300 $ | +4.950 $ | +0,4 % | 1.263.350 $ | +51.150 $ | +4,2 % | 1.212.200 $ | -40.150 $ | -3,2 % |
| Corient IA LLC | 200.850 $ | -98.575 $ | -32,9 % | 299.425 $ | -874.535 $ | -74,5 % | 1.173.960 $ | +190.795 $ | +19,4 % |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 892.846 $ | ||||||||
| GLOBALT Investments LLC / GA | 414.600 $ | -33.333 $ | -7,4 % | 447.933 $ | -6.426 $ | -1,4 % | 454.359 $ | -62.715 $ | -12,1 % |
| Weitzel Financial Services, Inc. | 418.978 $ | -34.074 $ | -7,5 % | 453.052 $ | +13.038 $ | +3,0 % | 440.014 $ | ||
| Boston Standard Wealth Management, LLC | 221.000 $ | -630.000 $ | -74,0 % | ||||||
| Corundum Trust Company, INC | 169.767 $ | ||||||||
| Bollard Group LLC | 762 $ | +755 $ | +10.785,7 % | ||||||
| 25.789.051 $ | -8.779.480 $ | -22,9 % | 48.371.695 $ | -3.334.821 $ | -19,0 % | 43.676.727 $ | +4.778.051 $ | +1.360,1 % | |