| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 20.301.739 $ | +2.956.826 $ | +8,6 % | 14.329.923 $ | +2.773.052 $ | +10,3 % | 12.324.198 $ | +509.216 $ | +3,9 % | |
| FIRST AMERICAN TRUST, FSB | 13.524.717 $ | +2.914.631 $ | +27,5 % | 10.610.086 $ | +2.632.226 $ | +33,0 % | 7.977.860 $ | +472.356 $ | +6,3 % |
| Pinnacle Wealth Management Advisory Group, LLC | 4.684.867 $ | ||||||||
| Atlatl Advisers LLC | 2.246.987 $ | +123.389 $ | +5,8 % | 2.123.598 $ | |||||
| Ancora Advisors LLC | 768.086 $ | +30.650 $ | +4,2 % | 737.436 $ | +16.420 $ | +2,3 % | 721.016 $ | +36.634 $ | +5,4 % |
| SIMS INVESTMENT MANAGEMENT, LLC | 628.112 $ | ||||||||
| MOODY LYNN & LIEBERSON, LLC | 453.660 $ | +6.043 $ | +1,4 % | 447.617 $ | +1.017 $ | +0,2 % | 446.600 $ | +226 $ | +0,1 % |
| Wealth Preservation Advisors, LLC | 432.514 $ | +5.502 $ | +1,3 % | 427.012 $ | |||||
| RFP Financial Group LLC | 287.797 $ | ||||||||
| First Financial Bank - Trust Division | 275.000 $ | ||||||||
| Monument Group Wealth Advisors, LLC | 162.895 $ | ||||||||
| 20.301.739 $ | +2.956.826 $ | +8,6 % | 14.329.923 $ | +2.773.052 $ | +10,3 % | 12.324.198 $ | +509.216 $ | +3,9 % | |