| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 44.205.302 $ | +5.725.854 $ | +51,7 % | 32.054.085 $ | -4.969.428 $ | -21,7 % | 56.436.743 $ | -3.217.058 $ | +4.020,4 % | 63.242.389 $ | -36.454.251 $ | -13,1 % | |
| CONGRESS ASSET MANAGEMENT CO | 32.278.943 $ | +3.995.305 $ | +14,1 % | 28.283.638 $ | -4.660.552 $ | -14,1 % | 32.944.190 $ | -3.041.215 $ | -8,5 % | 35.985.405 $ | +1.768.864 $ | +5,2 % |
| Financially Speaking Inc | 18.585.490 $ | -376.206 $ | -2,0 % | 18.961.696 $ | -38.096.247 $ | -66,8 % | ||||||
| Wealthspire Advisors, LLC | 5.277.448 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 5.251.630 $ | +870.741 $ | +19,9 % | 4.380.889 $ | ||||||||
| Jackson Wealth Management, LLC | 1.747.000 $ | -165.000 $ | -8,6 % | 1.912.000 $ | -20.000 $ | -1,0 % | 1.932.000 $ | -76.000 $ | -3,8 % | |||
| Westside Investment Management, Inc. | 1.397.132 $ | +859.791 $ | +160,0 % | 537.341 $ | -66.368 $ | -11,0 % | 603.709 $ | -51.000 $ | -7,8 % | 654.709 $ | -50.894 $ | -7,2 % |
| Garton & Associates Financial Advisors LLC | 852.615 $ | +60.314 $ | +7,6 % | 792.301 $ | ||||||||
| Kohmann Bosshard Financial Services, LLC | 827.740 $ | +147.018 $ | +21,6 % | 680.722 $ | ||||||||
| CCM INVESTMENT ADVISERS LLC | 633.359 $ | -28.954 $ | -4,4 % | 662.313 $ | +15.731 $ | +2,4 % | 646.582 $ | |||||
| Main Management LLC | 149 $ | +17 $ | +12,9 % | 132 $ | -108.868 $ | -99,9 % | 109.000 $ | +108.614 $ | +28.138,3 % | 386 $ | +26 $ | +7,2 % |
| Ancora Advisors LLC | 0 $ | +0 $ | 0 $ | |||||||||
| 44.205.302 $ | +5.725.854 $ | +51,7 % | 32.054.085 $ | -4.969.428 $ | -21,7 % | 56.436.743 $ | -3.217.058 $ | +4.020,4 % | 63.242.389 $ | -36.454.251 $ | -13,1 % | |