| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 8.836.087 $ | -631.851 $ | +0,3 % | 2.011.107 $ | +485.748 $ | -3,4 % | 2.523.926 $ | +882.975 $ | +582,2 % | |
| Wealthspire Advisors, LLC | 7.351.447 $ | ||||||||
| PRIVATE TRUST CO NA | 897.883 $ | -683.971 $ | -43,2 % | 1.581.854 $ | +674.056 $ | +74,3 % | 907.798 $ | +858.396 $ | +1.737,6 % |
| Cohen Klingenstein LLC | 983.987 $ | ||||||||
| FULTON BANK, N.A. | 405.947 $ | +44.800 $ | +12,4 % | 361.147 $ | +12.593 $ | +3,6 % | 348.554 $ | +14.237 $ | +4,3 % |
| TOWER BRIDGE ADVISORS | 231.554 $ | +10.342 $ | +4,7 % | ||||||
| NBT BANK, N.A. | 105.688 $ | ||||||||
| McMillan Office, Inc. | 31.196 $ | +3.344 $ | +12,0 % | 27.852 $ | +456 $ | +1,7 % | 27.396 $ | ||
| Coston, McIsaac & Partners | 25.000 $ | ||||||||
| Vermillion Wealth Management, Inc. | 23.948 $ | +3.976 $ | +19,9 % | ||||||
| Financial Gravity Companies, Inc. | 15.701 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 15.254 $ | -201.357 $ | -93,0 % | ||||||
| Garton & Associates Financial Advisors LLC | 9.184 $ | ||||||||
| Clearstead Trust, LLC | 6.103 $ | ||||||||
| Motiv8 Investments LLC | 5.000 $ | ||||||||
| Oakworth Capital, Inc. | 4.277 $ | ||||||||
| ORG Partners LLC | 4.150 $ | ||||||||
| RMG Wealth Management LLC | 200 $ | ||||||||
| 8.836.087 $ | -631.851 $ | +0,3 % | 2.011.107 $ | +485.748 $ | -3,4 % | 2.523.926 $ | +882.975 $ | +582,2 % | |