| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 8.768.142 $ | -105.640 $ | 8.502.230 $ | -1.585.100 $ | 10.271.029 $ | -4.443.817 $ | 15.261.590 $ | ||
| MOODY LYNN & LIEBERSON, LLC | 5.967.683 $ | -403.509 $ | 6.371.192 $ | -2.130.001 $ | 8.501.193 $ | -4.722.459 $ | 13.223.652 $ | |
| Fairfield Financial Advisors, LTD | 2.249.204 $ | +297.315 $ | 1.951.889 $ | +524.015 $ | 1.427.874 $ | +266.236 $ | 1.161.638 $ | |
| Hemenway Trust Co LLC | 283.852 $ | |||||||
| RFP Financial Group LLC | 222.951 $ | |||||||
| Ethos Financial Group, LLC | 221.566 $ | +12.317 $ | 209.249 $ | |||||
| Coastwise Capital Group, LLC | 202.569 $ | |||||||
| Kohmann Bosshard Financial Services, LLC | 189.899 $ | |||||||
| Westside Investment Management, Inc. | 158.454 $ | +549 $ | 157.905 $ | |||||
| TOWER BRIDGE ADVISORS | 158.002 $ | |||||||
| Brooklyn Investment Group | 120.079 $ | |||||||
| Luminist Capital LLC | 20.916 $ | +20.875 $ | 41 $ | |||||
| ORG Wealth Partners, LLC | 1.977 $ | |||||||
| Coston, McIsaac & Partners | 333 $ | +5 $ | 328 $ | +11 $ | 317 $ | +89 $ | 228 $ | |
| 8.768.142 $ | -105.640 $ | 8.502.230 $ | -1.585.100 $ | 10.271.029 $ | -4.443.817 $ | 15.261.590 $ | ||