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 4801–4848

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4801

NORTHSTAR ASSET MANAGEMENT INC

Henry James International Management Inc.

Centerline Wealth Advisors, LLC

Bell & Brown Wealth Advisors, LLC

MARYLAND CAPITAL ADVISORS INC.

Trinity Wealth Management, LLC

Family Capital Trust Co

Freedom Financial Partners LLC

Union Heritage Capital, LLC

THOMAS STORY & SON LLC

McNaughton Wealth Management, LLC

AMERICAN FINANCIAL GROUP INC

Dupree Financial Group, LLC

Bell Asset Management Ltd

DLK Investment Management, LLC

Clarus Wealth Advisors

Reliant Investment Management, LLC

Financial Futures Ltd Liability Co.

Elevation Capital Advisory, LLC

Werlinich Asset Management, LLC

Melone Private Wealth, LLC

Finer Wealth Management, Inc.

Applied Capital LLC/FL

Norris Financial Group, LLC

Sound Stewardship, LLC

Victrix Investment Advisors

Ravenstone Capital Management Inc.

Deane Retirement Strategies, Inc.

May Barnhard Investments LLC

St. Louis Financial Planners Asset Management, LLC

ONE PLUS ONE WEALTH MANAGEMENT, LLC

Blue Sky Capital Consultants Group, Inc.

Trail Ridge Investment Advisors, LLC

MTM FINANCIAL GROUP, LLC

Kingsman Wealth Management, Inc.

Founders Capital Management

Lake Hills Wealth Management, LLC

Greater Midwest Financial Group, LLC

Harrington Investments, INC

PENINSULA ASSET MANAGEMENT INC

FOCUS Wealth Advisors, LLC

SPRING CAPITAL MANAGEMENT, LLC

Kessler Investment Group, LLC

Baron Financial Group, LLC

Clarity Asset Management, Inc.

$205M66

Sep 30

Q3 2026

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