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 4849–4896

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Ausbil Investment Management Ltd

Upper Left Wealth Management, LLC

Clark Wealth Partners

ROI Financial Advisors, LLC

BayBridge Capital Group, LLC

Farrell Financial LLC

Gallagher Capital Advisors, LLC

RCS Financial Planning, LLC

STERLING INVESTMENT MANAGEMENT, LLC

PRENTISS SMITH & CO INC

Ledgewood Wealth Advisors, LLC

COLUMBIA ADVISORY PARTNERS LLC

Stonepine Capital Management, LLC

Wilkins Miller Wealth Management, LLC

ORSER CAPITAL MANAGEMENT, LLC

Sugar Maple Asset Management, LLC

CATHY PARETO & ASSOCIATES, INC

RiverTree Advisors, LLC

Orca Wealth Management, LLC

FIG FINANCIAL ADVISORY SERVICES INC /ADV

Boyce & Associates Wealth Consulting, Inc.

Exome Asset Management LLC

MidAtlantic Capital Management, Inc.

VERUS WEALTH MANAGEMENT, LLC

Oppenheimer & Close, LLC

Brightwater Advisory LLC

Authentikos Wealth Advisory, LLC

Sincerus Advisory, LLC

Cassilly Financial Group LLC

MOULTON WEALTH MANAGEMENT, INC

Hofer & Associates. Inc

RED CRANE WEALTH MANAGEMENT, LLC

Slocum, Gordon & Co LLP

LifePlan Financial, LLC

Sherman Wealth Management LLC

TT Capital Management LLC

BLVD Private Wealth, LLC

PARAGON CAPITAL MANAGEMENT INC

LEGACY SOLUTIONS, LLC

Tandem Investment Partners LLC

DBK Financial Counsel, LLC

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