| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.437.656 $ | +674.229 $ | +22,3 % | 3.254.618 $ | -618.876 $ | -0,8 % | 3.942.193 $ | -365.330 $ | -16,4 % | 5.393.094 $ | +236.411 $ | +531,3 % | |
| Financial Gravity Asset Management, Inc. | 2.316.456 $ | +178.791 $ | +8,4 % | 2.137.665 $ | -74.554 $ | -3,4 % | 2.212.219 $ | |||||
| Financial Gravity Companies, Inc. | 2.123.764 $ | +438.324 $ | +26,0 % | |||||||||
| Ethos Financial Group, LLC | 2.076.735 $ | |||||||||||
| Arvest Bank Trust Division | 934.312 $ | +153.339 $ | +19,6 % | 780.973 $ | -832.779 $ | -51,6 % | 1.613.752 $ | -141.642 $ | -8,1 % | 1.755.394 $ | +220.914 $ | +14,4 % |
| Boston Common Asset Management, LLC | 995.473 $ | -189.825 $ | -16,0 % | |||||||||
| TRUST CO OF VERMONT | 59.671 $ | -3.419 $ | -5,4 % | 63.090 $ | -149.015 $ | -70,3 % | 212.105 $ | +204.401 $ | +2.653,2 % | |||
| REIK & CO., LLC | 210.000 $ | +85.000 $ | +68,0 % | 125.000 $ | +34.589 $ | +38,3 % | 90.411 $ | +0 $ | +0,0 % | 90.411 $ | +0 $ | +0,0 % |
| Hurley Capital, LLC | 53.356 $ | |||||||||||
| Oakworth Capital, Inc. | 33.174 $ | +985 $ | +3,1 % | 32.189 $ | +523 $ | +1,7 % | 31.666 $ | -119 $ | -0,4 % | 31.785 $ | ||
| Vermillion Wealth Management, Inc. | 22.869 $ | |||||||||||
| Transce3nd, LLC | 19.482 $ | +921 $ | +5,0 % | |||||||||
| Garton & Associates Financial Advisors LLC | 5.609 $ | |||||||||||
| 5.437.656 $ | +674.229 $ | +22,3 % | 3.254.618 $ | -618.876 $ | -0,8 % | 3.942.193 $ | -365.330 $ | -16,4 % | 5.393.094 $ | +236.411 $ | +531,3 % | |