| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.775.673 $ | -137.439 $ | -6,8 % | 5.439.006 $ | +107.786 $ | +1,9 % | 7.695.706 $ | +44.586 $ | +0,1 % | 7.829.561 $ | +40.607 $ | +0,6 % | |
| Ancora Advisors LLC | 3.270.785 $ | -73.818 $ | -2,2 % | 3.344.603 $ | +71.832 $ | +2,2 % | 3.272.771 $ | +34.566 $ | +1,1 % | 3.238.205 $ | +28.474 $ | +0,9 % |
| Atlatl Advisers LLC | 2.077.710 $ | +123.747 $ | +6,3 % | 1.953.963 $ | ||||||||
| FIRST AMERICAN TRUST, FSB | 1.513.292 $ | +35.444 $ | +2,4 % | 1.477.848 $ | +29.911 $ | +2,1 % | 1.447.937 $ | -114.744 $ | -7,3 % | 1.562.681 $ | +11.907 $ | +0,8 % |
| SIMS INVESTMENT MANAGEMENT, LLC | 628.112 $ | |||||||||||
| MOODY LYNN LIEBERSON & WALKER, LLC | 460.834 $ | +7.174 $ | +1,6 % | 453.660 $ | +6.043 $ | +1,4 % | 447.617 $ | +1.017 $ | +0,2 % | 446.600 $ | +226 $ | +0,1 % |
| RFP Financial Group LLC | 177.050 $ | -110.747 $ | -38,5 % | 287.797 $ | ||||||||
| Monument Group Wealth Advisors, LLC | 167.403 $ | +4.508 $ | +2,8 % | 162.895 $ | ||||||||
| Ascentis Independent Advisors | 159.235 $ | |||||||||||
| BURKETT FINANCIAL SERVICES, LLC | 110.495 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 51.379 $ | |||||||||||
| RETIREMITTEN FINANCIAL LLC | 27.074 $ | |||||||||||
| 5.775.673 $ | -137.439 $ | -6,8 % | 5.439.006 $ | +107.786 $ | +1,9 % | 7.695.706 $ | +44.586 $ | +0,1 % | 7.829.561 $ | +40.607 $ | +0,6 % | |