| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 26.903.964 $ | -1.145.287 $ | 21.353.545 $ | -1.420.282 $ | 30.390.266 $ | +2.297.625 $ | 21.599.915 $ | ||
| eCIO, Inc. | 12.471.840 $ | -120.600 $ | 12.592.440 $ | +1.669.065 $ | 10.923.375 $ | |||
| Broderick Brian C | 9.114.958 $ | +272.965 $ | 8.841.993 $ | +464.239 $ | 8.377.754 $ | |||
| Hemenway Trust Co LLC | 3.885.416 $ | -182.081 $ | 4.067.497 $ | -1.248.976 $ | 5.316.473 $ | +634.139 $ | 4.682.334 $ | |
| MITCHELL CAPITAL MANAGEMENT CO | 4.589.117 $ | |||||||
| TWIN CAPITAL MANAGEMENT INC | 3.425.086 $ | |||||||
| Fairfield Financial Advisors, LTD | 621.561 $ | -200.636 $ | 822.197 $ | -767.265 $ | 1.589.462 $ | -177.600 $ | 1.767.062 $ | |
| Ethos Financial Group, LLC | 1.434.753 $ | +75.330 $ | 1.359.423 $ | |||||
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 738 $ | -726.776 $ | 727.514 $ | +47.400 $ | 680.114 $ | +63.134 $ | 616.980 $ | |
| Vestwell Advisors, LLC | 491.218 $ | |||||||
| Hurley Capital, LLC | 364.307 $ | |||||||
| Dempze Nancy E | 221.326 $ | -11.451 $ | 232.777 $ | |||||
| Ancora Advisors LLC | 50.288 $ | -177.181 $ | 227.469 $ | +8.383 $ | 219.086 $ | +108.511 $ | 110.575 $ | |
| RiverFront Investment Group, LLC | 210.200 $ | |||||||
| Estabrook Capital Management | 31.871 $ | +319 $ | 31.552 $ | +319 $ | 31.233 $ | +203 $ | 31.030 $ | |
| SVB WEALTH LLC | 29.565 $ | |||||||
| C M BIDWELL & ASSOCIATES LTD | 14.485 $ | +133 $ | 14.352 $ | +287 $ | 14.065 $ | +173 $ | 13.892 $ | |
| Motiv8 Investments LLC | 225 $ | |||||||
| Coston, McIsaac & Partners | 38 $ | +21 $ | 17 $ | +1 $ | 16 $ | +0 $ | 16 $ | |
| 26.903.964 $ | -1.145.287 $ | 21.353.545 $ | -1.420.282 $ | 30.390.266 $ | +2.297.625 $ | 21.599.915 $ | ||
Erweiterte Einstellungen
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