| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 23.566.899 $ | +457.844 $ | -11,5 % | 9.556.670 $ | -212.940 $ | +56,2 % | 9.854.232 $ | +1.082.173 $ | +40,5 % | 8.687.437 $ | |||
| Oakworth Capital, Inc. | 9.926.385 $ | +555.563 $ | +5,9 % | 9.370.822 $ | -312.607 $ | -3,2 % | 9.683.429 $ | +1.047.049 $ | +12,1 % | 8.636.380 $ | ||
| CHICKASAW CAPITAL MANAGEMENT LLC | 8.552.000 $ | |||||||||||
| Wealthspire Advisors, LLC | 4.099.626 $ | |||||||||||
| Ethos Financial Group, LLC | 710.250 $ | |||||||||||
| Financial Gravity Companies, Inc. | 239.770 $ | -97.719 $ | -29,0 % | |||||||||
| Financial Gravity Asset Management, Inc. | 185.848 $ | +99.667 $ | +115,6 % | 86.181 $ | +35.124 $ | +68,8 % | 51.057 $ | |||||
| Garton & Associates Financial Advisors LLC | 84.622 $ | |||||||||||
| Alpine Bank Wealth Management | 38.868 $ | |||||||||||
| 23.566.899 $ | +457.844 $ | -11,5 % | 9.556.670 $ | -212.940 $ | +56,2 % | 9.854.232 $ | +1.082.173 $ | +40,5 % | 8.687.437 $ | |||