| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.101.830 $ | +462.131 $ | +108,6 % | 291.080 $ | +47.334 $ | +19,0 % | 1.869.002 $ | -667.068 $ | -4,9 % | 5.304.686 $ | -180.511 $ | +11,5 % | |
| New England Research & Management, Inc. | 2.564.052 $ | -848.948 $ | -24,9 % | |||||||||
| STONERIDGE INVESTMENT PARTNERS LLC | 1.194.000 $ | -583.000 $ | -32,8 % | 1.777.000 $ | +562.000 $ | +46,3 % | ||||||
| U S WEALTH GROUP, LLC. | 635.820 $ | -84.230 $ | -11,7 % | 720.050 $ | +101.165 $ | +16,3 % | ||||||
| Sterling Investment Advisors, Ltd. | 629.349 $ | +389.018 $ | +161,9 % | 240.331 $ | +35.767 $ | +17,5 % | 204.564 $ | |||||
| CCM INVESTMENT ADVISERS LLC | 348.619 $ | |||||||||||
| Your Advocates Ltd., LLP | 86.292 $ | +53.466 $ | +162,9 % | 32.826 $ | +7.650 $ | +30,4 % | 25.176 $ | -3.178 $ | -11,2 % | 28.354 $ | +3.834 $ | +15,6 % |
| Byrne Asset Management LLC | 37.537 $ | +19.647 $ | +109,8 % | 17.890 $ | +3.917 $ | +28,0 % | 13.973 $ | +3.340 $ | +31,4 % | 10.633 $ | +1.438 $ | +15,6 % |
| HUNTINGTON NATIONAL BANK | 33 $ | +0 $ | +0,0 % | 33 $ | +0 $ | +0,0 % | 33 $ | +0 $ | +0,0 % | 33 $ | +0 $ | +0,0 % |
| 1.101.830 $ | +462.131 $ | +108,6 % | 291.080 $ | +47.334 $ | +19,0 % | 1.869.002 $ | -667.068 $ | -4,9 % | 5.304.686 $ | -180.511 $ | +11,5 % | |