| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.392.251 $ | +74.460 $ | +9,0 % | 2.802.591 $ | -336.877 $ | -7,1 % | 3.398.283 $ | +259.942 $ | +1,1 % | |
| Fairfield Financial Advisors, LTD | 1.960.282 $ | -288.922 $ | -12,8 % | 2.249.204 $ | +297.315 $ | +15,2 % | |||
| MOODY LYNN LIEBERSON & WALKER, LLC | 340.859 $ | +51.141 $ | +17,7 % | 289.718 $ | -35.600 $ | -10,9 % | 325.318 $ | -33.174 $ | -9,3 % |
| Westside Investment Management, Inc. | 302.063 $ | -1.193 $ | -0,4 % | 303.256 $ | -2.087 $ | -0,7 % | 305.343 $ | -2.684 $ | -0,9 % |
| NORTH STAR ASSET MANAGEMENT INC | 273.847 $ | +24.512 $ | +9,8 % | 249.335 $ | -10.268 $ | -4,0 % | 259.603 $ | -1.515 $ | -0,6 % |
| Wealthspire Advisors, LLC | 245.432 $ | ||||||||
| NBT BANK, N.A. | 230.050 $ | ||||||||
| Kohmann Bosshard Financial Services, LLC | 141.938 $ | ||||||||
| Garton & Associates Financial Advisors LLC | 116.877 $ | ||||||||
| 1.392.251 $ | +74.460 $ | +9,0 % | 2.802.591 $ | -336.877 $ | -7,1 % | 3.398.283 $ | +259.942 $ | +1,1 % | |