| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 30.147.272 $ | +4.552.586 $ | +12.976,5 % | 25.533.954 $ | -2.841.822 $ | +57,4 % | 29.277.511 $ | +9.977.874 $ | +68,7 % | |
| MOODY LYNN & LIEBERSON, LLC | 16.788.346 $ | +2.862.470 $ | +20,6 % | 13.925.876 $ | -1.020.583 $ | -6,8 % | 14.946.459 $ | +5.427.494 $ | +57,0 % |
| Ramirez Asset Management, Inc. | 6.942.552 $ | +1.161.111 $ | +20,1 % | 5.781.441 $ | -911.490 $ | -13,6 % | 6.692.931 $ | +2.889.927 $ | +76,0 % |
| RHUMBLINE ADVISERS | 1.538.876 $ | +185.744 $ | +13,7 % | 1.353.132 $ | -395.695 $ | -22,6 % | 1.748.827 $ | +331.139 $ | +23,4 % |
| PARADIGM ASSET MANAGEMENT CO LLC | 1.370.922 $ | -113.468 $ | -7,6 % | 1.484.390 $ | -141.182 $ | -8,7 % | 1.625.572 $ | +332.178 $ | +25,7 % |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1.239.119 $ | +145.419 $ | +13,3 % | 1.093.700 $ | -319.950 $ | -22,6 % | 1.413.650 $ | +325.101 $ | +29,9 % |
| HANCOCK WHITNEY CORP | 912.882 $ | +8.451 $ | +0,9 % | 904.431 $ | -71.869 $ | -7,4 % | 976.300 $ | +195.461 $ | +25,0 % |
| Corient IA LLC | 871.800 $ | +178.080 $ | +25,7 % | ||||||
| GAMMA Investing LLC | 768.924 $ | +226.802 $ | +41,8 % | 542.122 $ | -19.143 $ | -3,4 % | 561.265 $ | +178.280 $ | +46,6 % |
| Canopy Partners, LLC | 305.105 $ | +44.498 $ | +17,1 % | 260.607 $ | -31.359 $ | -10,7 % | 291.966 $ | +56.622 $ | +24,1 % |
| Westside Investment Management, Inc. | 82.364 $ | +5.026 $ | +6,5 % | 77.338 $ | +29.704 $ | +62,4 % | 47.634 $ | +39.808 $ | +508,7 % |
| Salomon & Ludwin, LLC | 60.714 $ | +9.719 $ | +19,1 % | 50.995 $ | +46.153 $ | +953,2 % | 4.842 $ | +2.262 $ | +87,7 % |
| ORG Wealth Partners, LLC | 59.592 $ | +9.359 $ | +18,6 % | 50.233 $ | -5.176 $ | -9,3 % | 55.409 $ | +11.441 $ | +26,0 % |
| McMillan Office, Inc. | 31.274 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 18.345 $ | +1.258 $ | +7,4 % | 17.087 $ | +3.299 $ | +23,9 % | |||
| Brooklyn Investment Group | 12.828 $ | +6.769 $ | +111,7 % | ||||||
| Front Row Advisors LLC | 9.360 $ | +1.470 $ | +18,6 % | 7.890 $ | -828 $ | -9,5 % | 8.718 $ | ||
| Ancora Advisors LLC | 6.958 $ | ||||||||
| IMA Advisory Services, Inc. | 4.586 $ | ||||||||
| NBC SECURITIES, INC. | 4.409 $ | +4.407 $ | +220.350,0 % | 2 $ | |||||
| Wealth Preservation Advisors, LLC | 2.064 $ | +308 $ | +17,5 % | 1.756 $ | -398 $ | -18,5 % | 2.154 $ | ||
| RICHARDSON FINANCIAL SERVICES INC. | 575 $ | ||||||||
| Murphy & Mullick Capital Management Corp | 250 $ | ||||||||
| HANTZ FINANCIAL SERVICES, INC. | 43 $ | +11 $ | +34,4 % | 32 $ | -5 $ | -13,5 % | 37 $ | +7 $ | +23,3 % |
| Hanson & Doremus Investment Management | 18 $ | +3 $ | +20,0 % | ||||||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 $ | +1 $ | +9,1 % | 11 $ | -1 $ | -8,3 % | 12 $ | +3 $ | +33,3 % |
| 30.147.272 $ | +4.552.586 $ | +12.976,5 % | 25.533.954 $ | -2.841.822 $ | +57,4 % | 29.277.511 $ | +9.977.874 $ | +68,7 % | |