| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 8.060.431 $ | +245.367 $ | +3,1 % | 12.953.174 $ | +1.721.761 $ | +9,3 % | 11.389.958 $ | +1.503.529 $ | +53,0 % | 5.043.017 $ | +2.372.130 $ | +74,4 % | |
| 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 % | 4.253.515 $ | +2.329.696 $ | +121,1 % |
| Pinnacle Wealth Management Advisory Group, LLC | 5.138.110 $ | +453.243 $ | +9,7 % | 4.684.867 $ | ||||||||
| Ancora Advisors LLC | 841.304 $ | +49.553 $ | +6,3 % | 791.751 $ | +23.665 $ | +3,1 % | 768.086 $ | +30.650 $ | +4,2 % | 737.436 $ | +16.420 $ | +2,3 % |
| 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 % | 52.066 $ | +26.014 $ | +99,9 % |
| 8.060.431 $ | +245.367 $ | +3,1 % | 12.953.174 $ | +1.721.761 $ | +9,3 % | 11.389.958 $ | +1.503.529 $ | +53,0 % | 5.043.017 $ | +2.372.130 $ | +74,4 % | |