| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 23.415.625 $ | +6.303.192 $ | 16.140.228 $ | +787.000 $ | 15.358.836 $ | -35.053 $ | 3.191.019 $ | ||
| PRIVATE TRUST CO NA | 18.571.826 $ | +5.987.200 $ | 12.584.626 $ | +457.645 $ | 12.126.981 $ | |||
| Cutler Capital Management, LLC | 3.618.000 $ | +301.500 $ | 3.316.500 $ | +315.000 $ | 3.001.500 $ | -34.500 $ | 3.036.000 $ | |
| Cohen Klingenstein LLC | 983.987 $ | |||||||
| TOWER BRIDGE ADVISORS | 231.554 $ | +10.342 $ | 221.212 $ | +14.355 $ | 206.857 $ | |||
| PSI Advisors, LLC | 130.968 $ | |||||||
| Grey Fox Wealth Advisors, LLC | 23.498 $ | -553 $ | 24.051 $ | |||||
| AMERIFLEX GROUP, INC. | 17.890 $ | |||||||
| Clearstead Trust, LLC | 6.103 $ | |||||||
| ORG Partners LLC | 4.150 $ | +4.150 $ | 0 $ | |||||
| Motiv8 Investments LLC | 5 $ | |||||||
| GAMMA Investing LLC | 0 $ | +0 $ | 0 $ | |||||
| FLAGSHIP WEALTH ADVISORS, LLC | 0 $ | |||||||
| CROWLEY WEALTH MANAGEMENT, INC. | 0 $ | |||||||
| 23.415.625 $ | +6.303.192 $ | 16.140.228 $ | +787.000 $ | 15.358.836 $ | -35.053 $ | 3.191.019 $ | ||