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 5905–5952

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5905

Farrow Financial, Inc.

Brookmont Capital Management

Live Oak Investment Partners

American Alpha Advisors, LLC

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Menard Financial Group LLC

Cannon Wealth Management Services, LLC

Elevate Capital Advisors, LLC

Renaissance Capital LLC

Meixler Investment Management, Ltd.

PURSUE WEALTH PARTNERS LLC

Clark Wealth Partners

BOYAR ASSET MANAGEMENT INC.

PRAKASH INVESTMENT ADVISORS LLC

Cedar Point Capital Partners, LLC

GRANITE ISLANDS PRIVATE WEALTH, LLC

Aspetuck Financial Management LLC

Providence Wealth Advisors, LLC

ELLERSON GROUP INC /ADV

Pacific Park Financial, Inc.

Bravias Capital Group, LLC

EIGHT 31 FINANCIAL, LLC

Valpey Financial Services, LLC

ROBINSON SMITH WEALTH ADVISORS LLC

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

WESTCO ADVISORY SERVICES INC /ADV

COTTONWOOD CAPITAL ADVISORS, LLC

Good Steward Wealth Advisors,LLC

CHARTER RESEARCH & INVESTMENT GROUP, INC.

INTERACTIVE FINANCIAL ADVISORS, INC.

Apex Wealth Management, LLC

Generation Capital Management LLC

Cornerstone Financial Group, LLC /NE/

Aureum Wealth Management, LLC

PMG Wealth Management, Inc.

Bosman Wealth Management, LLC

Merkkuri Wealth Advisors LLC

Papamarkou Wellner Asset Management inc.

Sagace Wealth Management LLC

Round Hill Asset Management

Schwallier Wealth Management LLC

Seed Wealth Management, Inc.

ATX Financial Planning, LLC

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