| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 9.395.917 $ | +153.652 $ | +0,7 % | 14.380.375 $ | +1.826.991 $ | +9,0 % | 12.711.929 $ | +1.503.529 $ | +53,0 % | |
| FIRST AMERICAN TRUST, FSB | 7.100.554 $ | +195.489 $ | +2,8 % | 6.905.065 $ | +1.242.065 $ | +21,9 % | 5.663.000 $ | +1.409.485 $ | +33,1 % |
| Pinnacle Wealth Management Advisory Group, LLC | 5.138.110 $ | +453.243 $ | +9,7 % | 4.684.867 $ | |||||
| WELLINGTON-ALTUS USA INC. | 1.335.486 $ | -91.715 $ | -6,4 % | 1.427.201 $ | +105.230 $ | +8,0 % | 1.321.971 $ | ||
| Ancora Advisors LLC | 841.304 $ | +49.553 $ | +6,3 % | 791.751 $ | +23.665 $ | +3,1 % | 768.086 $ | +30.650 $ | +4,2 % |
| Signature Equity Partners, LLC | 158.545 $ | ||||||||
| Bay Harbor Wealth Management, LLC | 118.573 $ | +325 $ | +0,3 % | 118.248 $ | +2.788 $ | +2,4 % | 115.460 $ | +63.394 $ | +121,8 % |
| 9.395.917 $ | +153.652 $ | +0,7 % | 14.380.375 $ | +1.826.991 $ | +9,0 % | 12.711.929 $ | +1.503.529 $ | +53,0 % | |