| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 20.301.739 $ | +2.956.826 $ | 14.329.923 $ | +2.773.052 $ | 12.324.198 $ | +509.216 $ | 8.742.681 $ | ||
| FIRST AMERICAN TRUST, FSB | 13.524.717 $ | +2.914.631 $ | 10.610.086 $ | +2.632.226 $ | 7.977.860 $ | +472.356 $ | 7.505.504 $ | |
| Pinnacle Wealth Management Advisory Group, LLC | 4.684.867 $ | |||||||
| Atlatl Advisers LLC | 2.246.987 $ | +123.389 $ | 2.123.598 $ | |||||
| Ancora Advisors LLC | 768.086 $ | +30.650 $ | 737.436 $ | +16.420 $ | 721.016 $ | +36.634 $ | 684.382 $ | |
| SIMS INVESTMENT MANAGEMENT, LLC | 628.112 $ | |||||||
| MOODY LYNN & LIEBERSON, LLC | 453.660 $ | +6.043 $ | 447.617 $ | +1.017 $ | 446.600 $ | +226 $ | 446.374 $ | |
| Wealth Preservation Advisors, LLC | 432.514 $ | +5.502 $ | 427.012 $ | |||||
| RFP Financial Group LLC | 287.797 $ | |||||||
| First Financial Bank - Trust Division | 275.000 $ | |||||||
| Monument Group Wealth Advisors, LLC | 162.895 $ | |||||||
| Diversified Trust Co | 106.421 $ | |||||||
| 20.301.739 $ | +2.956.826 $ | 14.329.923 $ | +2.773.052 $ | 12.324.198 $ | +509.216 $ | 8.742.681 $ | ||
Erweiterte Einstellungen
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