The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 5425–5472

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5425

E. Ohman J:or Asset Management AB

Close Asset Management Ltd

Global X Japan Co., Ltd.

GM Advisory Group, LLC

Greenwich Wealth Management LLC

Cardinal Point Capital Management ULC

Summit Global Investments

Falcon Wealth Planning

NEVILLE RODIE & SHAW INC

M Holdings Securities, Inc.

Amplius Wealth Advisors, LLC

BRANDYWINE OAK PRIVATE WEALTH LLC

Clark Asset Management, LLC

Concentric Capital Strategies, LP

Mint Tower Capital Management B.V.

Quantum Financial Advisors, LLC

Independent Solutions Wealth Management, LLC

SAWGRASS ASSET MANAGEMENT LLC

Mezzasalma Advisors, LLC

Centennial Wealth Advisory LLC

Strategic Advisors LLC

HARRELL INVESTMENT PARTNERS, LLC

AUGUSTINE ASSET MANAGEMENT INC

CWS Financial Advisors, LLC

Prosperity Planning, Inc.

Roberts Wealth Advisors, LLC

Peak Financial Management, Inc.

PIONEER TRUST BANK N A/OR

BOS Asset Management, LLC

COLTON GROOME FINANCIAL ADVISORS, LLC

KFA Private Wealth Group, LLC

RFG - Bristol Wealth Advisors, LLC

Snider Financial Group

TriaGen Wealth Management LLC

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

Neumann Capital Management, LLC

Windsor Capital Management, LLC

Congress Park Capital LLC

SWEENEY & MICHEL, LLC

$376M166

Sep 30

Q3 2026

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