The Whale Ledger13F Filings9,283 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,283 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4945–4992

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

BlueSky Wealth Advisors, LLC

CULBERTSON A N & CO INC

Brio Consultants, LLC

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Blue Edge Capital, LLC

NOESIS CAPITAL MANGEMENT CORP

Rice Partnership, LLC

Intellus Advisors LLC

McGowan Group Asset Management, Inc.

BRANT POINT INVESTMENT MANAGEMENT LLC

White Lighthouse Investment Management Inc.

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

TOBIAS FINANCIAL ADVISORS, INC.

Horizon Wealth Management, LLC

CFM WEALTH PARTNERS LLC

Summit Asset Management, LLC

Northstar Group, Inc.

AFFINITY WEALTH MANAGEMENT LLC

B & T Capital Management DBA Alpha Capital Management

Hendershot Investments Inc.

Rollins Financial Advisors, LLC

McLean Asset Management Corp

HUDSON EDGE INVESTMENT PARTNERS INC.

Elgethun Capital Management

Towercrest Capital Management

DSG Capital Advisors, LLC

FIDUCIENT ADVISORS LLC

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Black Swift Group, LLC

Blue Fin Capital, Inc.

Bellwether Advisors, LLC

Vertex Planning Partners, LLC

Curran Financial Partners, LLC

Asset Allocation Strategies LLC

ARTHUR M. COHEN & ASSOCIATES, LLC

BOCHK Asset Management Ltd

Atlanta Consulting Group Advisors, LLC

Elk River Wealth Management, LLC

Parkwoods Wealth Partners, LLC

Mason & Associates Inc

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