The Whale Ledger13F Filings9,284 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,284 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4753–4800

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4753

BEACON INVESTMENT ADVISORY SERVICES, INC.

Chesley Taft & Associates LLC

ARS Investment Partners, LLC

AdvisorNet Financial, Inc

WealthPlan Investment Management, LLC

Reynders McVeigh Capital Management, LLC

Frank, Rimerman Advisors LLC

Wesleyan Assurance Society

First Heartland Consultants, Inc.

OAK ASSOCIATES LTD /OH/

PETREDIS INVESTMENT ADVISORS LLC

HARBOR INVESTMENT ADVISORY, LLC

WEATHERLY ASSET MANAGEMENT L. P.

Anchor Investment Management, LLC

MOODY NATIONAL BANK TRUST DIVISION

Clarity Financial LLC

Versant Capital Management, Inc

AMICA MUTUAL INSURANCE CO

Rodgers & Associates, LTD

AMERICAN NATIONAL BANK & TRUST

Laurel Wealth Advisors LLC

TOTH FINANCIAL ADVISORY CORP

KINGDON CAPITAL MANAGEMENT, L.L.C.

Carlson Capital, L.P.

O'Keefe Stevens Advisory, Inc.

Compton Wealth Advisory Group, LLC

QUATTRO FINANCIAL ADVISORS LLC

Pacific Center for Financial Services

HARVEY CAPITAL MANAGEMENT INC

Foyston, Gordon & Payne Inc

PROATHLETE WEALTH MANAGEMENT LLC

Level Financial Advisors

RETIREMENT FINANCIAL SOLUTIONS, LLC

First Washington CORP

PATTON FUND MANAGEMENT, INC.

Trinity Financial Advisors LLC

CONSOLIDATED CAPITAL MANAGEMENT, LLC

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Kentucky Farm Bureau Mutual Insurance Co

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Pegasus Asset Management, Inc.

McCollum Christoferson Group LLC

$343M88

Sep 30

Q3 2026

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