| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 4.035.347 $ | +85.185 $ | +14,4 % | 906.827 $ | -80.852 $ | +1.042,0 % | 2.626.206 $ | -50.644 $ | -2,0 % | |
| Wealthspire Advisors, LLC | 3.455.286 $ | ||||||||
| Kohmann Bosshard Financial Services, LLC | 1.228.574 $ | ||||||||
| Fairfield Financial Advisors, LTD | 411.967 $ | -78.455 $ | -16,0 % | 490.422 $ | -55.190 $ | -10,1 % | |||
| Redwood Wealth Management Group, LLC | 399.953 $ | ||||||||
| FULTON BANK, N.A. | 277.984 $ | +64.399 $ | +30,2 % | 213.585 $ | -2.304 $ | -1,1 % | 215.889 $ | +0 $ | +0,0 % |
| Oakworth Capital, Inc. | 239.516 $ | +17.786 $ | +8,0 % | 221.730 $ | -1.609 $ | -0,7 % | 223.339 $ | +4.546 $ | +2,1 % |
| Coston, McIsaac & Partners | 61.000 $ | +3.000 $ | +5,2 % | 58.000 $ | +0 $ | +0,0 % | 58.000 $ | ||
| Motiv8 Investments LLC | 10.000 $ | ||||||||
| Financial Gravity Companies, Inc. | 1.561 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 1.545 $ | +1.516 $ | +5.227,6 % | 29 $ | +0 $ | +0,0 % | |||
| Ascentis Independent Advisors | 0 $ | ||||||||
| Garton & Associates Financial Advisors LLC | 0 $ | ||||||||
| 4.035.347 $ | +85.185 $ | +14,4 % | 906.827 $ | -80.852 $ | +1.042,0 % | 2.626.206 $ | -50.644 $ | -2,0 % | |