| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.635.984 $ | -151.728 $ | +3,4 % | 5.899.204 $ | -137.439 $ | -6,8 % | 5.560.614 $ | +109.406 $ | +1,7 % | |
| Ancora Advisors LLC | 3.242.385 $ | -28.400 $ | -0,9 % | 3.270.785 $ | -73.818 $ | -2,2 % | 3.344.603 $ | +71.832 $ | +2,2 % |
| FIRST AMERICAN TRUST, FSB | 1.337.421 $ | -175.871 $ | -11,6 % | 1.513.292 $ | +35.444 $ | +2,4 % | 1.477.848 $ | +29.911 $ | +2,1 % |
| MOODY LYNN LIEBERSON & WALKER, LLC | 466.948 $ | +6.114 $ | +1,3 % | 460.834 $ | +7.174 $ | +1,6 % | 453.660 $ | +6.043 $ | +1,4 % |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 251.867 $ | ||||||||
| Monument Group Wealth Advisors, LLC | 212.193 $ | +44.790 $ | +26,8 % | 167.403 $ | +4.508 $ | +2,8 % | 162.895 $ | ||
| RFP Financial Group LLC | 177.050 $ | -110.747 $ | -38,5 % | ||||||
| Ascentis Independent Advisors | 159.235 $ | ||||||||
| Ascentis Wealth Management, LLC | 125.170 $ | +1.639 $ | +1,3 % | 123.531 $ | |||||
| ORG Partners LLC | 121.608 $ | +1.620 $ | +1,4 % | ||||||
| RETIREMITTEN FINANCIAL LLC | 27.074 $ | ||||||||
| 5.635.984 $ | -151.728 $ | +3,4 % | 5.899.204 $ | -137.439 $ | -6,8 % | 5.560.614 $ | +109.406 $ | +1,7 % | |