| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 3.117.368 $ | -228.870 $ | -16,3 % | 3.124.067 $ | +659.952 $ | +88,5 % | 2.365.910 $ | +27.232 $ | +1,3 % | 2.460.837 $ | +612.583 $ | +93,3 % | |
| Grey Fox Wealth Advisors, LLC | 1.526.706 $ | +75.954 $ | +5,2 % | 1.450.752 $ | -2.512 $ | -0,2 % | 1.453.264 $ | +895 $ | +0,1 % | 1.452.369 $ | -387 $ | -0,0 % |
| FULTON BANK, N.A. | 1.110.383 $ | -29.108 $ | -2,6 % | 1.139.491 $ | +289.607 $ | +34,1 % | 849.884 $ | +26.156 $ | +3,2 % | 823.728 $ | +603.045 $ | +273,3 % |
| Hemenway Trust Co LLC | 258.108 $ | -275.716 $ | -51,6 % | 533.824 $ | +372.857 $ | +231,6 % | 160.967 $ | +9.925 $ | +6,6 % | |||
| Wealthspire Advisors, LLC | 221.158 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 38.808 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 23.954 $ | +181 $ | +0,8 % | 23.773 $ | ||||||||
| NBT BANK, N.A. | 1.013 $ | |||||||||||
| Motiv8 Investments LLC | 0 $ | |||||||||||
| 3.117.368 $ | -228.870 $ | -16,3 % | 3.124.067 $ | +659.952 $ | +88,5 % | 2.365.910 $ | +27.232 $ | +1,3 % | 2.460.837 $ | +612.583 $ | +93,3 % | |