| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 56.572.292 $ | +2.146.290 $ | 55.282.840 $ | +52.377.084 $ | 1.877.352 $ | +782.593 $ | 819.672 $ | ||
| FRANKLIN STREET ADVISORS INC /NC | 53.324.882 $ | +1.081.636 $ | 52.243.246 $ | +52.199.679 $ | 43.567 $ | +10.773 $ | 32.794 $ | |
| SVB WEALTH LLC | 2.215.500 $ | +961.456 $ | 1.254.044 $ | +289.936 $ | 964.108 $ | +732.404 $ | 231.704 $ | |
| EdgeRock Capital LLC | 474.827 $ | |||||||
| Miller Investment Management, LP | 439.586 $ | -15.964 $ | 455.550 $ | +42.761 $ | 412.789 $ | +37.060 $ | 375.729 $ | |
| Sageworth Trust Co | 382.011 $ | |||||||
| AUXIER ASSET MANAGEMENT LLC | 233.761 $ | -2.048 $ | 235.809 $ | +7.172 $ | 228.637 $ | |||
| Douglass Winthrop Advisors, LLC | 222.630 $ | -2.175 $ | 224.805 $ | +7.055 $ | 217.750 $ | |||
| Ancora Advisors LLC | 124.034 $ | +123.979 $ | 55 $ | -171.511 $ | 171.566 $ | |||
| WINSLOW ASSET MANAGEMENT INC | 8.642 $ | -534 $ | 9.176 $ | +1.781 $ | 7.395 $ | +1.726 $ | 5.669 $ | |
| S&CO INC | 2.146 $ | -19 $ | 2.165 $ | +66 $ | 2.099 $ | +582 $ | 1.517 $ | |
| SlateStone Wealth, LLC | 415 $ | -26 $ | 441 $ | +80 $ | 361 $ | +55 $ | 306 $ | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 330 $ | -16 $ | 346 $ | +25 $ | 321 $ | -19 $ | 340 $ | |
| AR ASSET MANAGEMENT INC | 283 $ | -10 $ | 293 $ | +27 $ | 266 $ | |||
| HANTZ FINANCIAL SERVICES, INC. | 83 $ | +11 $ | 72 $ | +13 $ | 59 $ | +12 $ | 47 $ | |
| Heritage Wealth Advisors | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | |
| 56.572.292 $ | +2.146.290 $ | 55.282.840 $ | +52.377.084 $ | 1.877.352 $ | +782.593 $ | 819.672 $ | ||
Erweiterte Einstellungen
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