The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6625–6672

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6625

PRIMORIS WEALTH ADVISORS, LLC

Horizon Family Wealth, Inc.

RiverGlades Family Offices LLC

Financial Freedom, LLC

RIDGECREST WEALTH PARTNERS, LLC

PLANNING DIRECTIONS INC

Sharp Financial Services, LLC

Capstone Wealth Management, LLC

Signature Wealth Management Partners, LLC

CAPE ANN SAVINGS BANK

AFT, FORSYTH & COMPANY, INC.

Semus Wealth Partners LLC

SUTTON PLACE INVESTORS LLC

4J Wealth Management LLC

Pettee Investors, Inc.

Prospect Financial Services LLC

Viewpoint Capital Management LLC

LeClair Wealth Partners LLC

Carter Financial Group, INC.

M3 Advisory Group, LLC

FWG Investments, LLC.

Astra Wealth Partners LLC

OPINICUS CAPITAL, INC.

Hidden Cove Wealth Management, LLC

Fingerlakes Wealth Management, Inc.

WealthTrust Asset Management, LLC

Financial Planning Hawaii, Inc.

RETIREMENT PLANNING GROUP, LLC / NY

LeConte Wealth Management, LLC

Crew Capital Management, Ltd

Lakewood Asset Management LLC

First National Bank of Hutchinson

Taylor Financial Group, Inc.

GUERRA PAN ADVISORS, LLC

Braun-Bostich & Associates Inc.

Royal Capital Wealth Management, LLC

Cross Staff Investments Inc

W.H. Cornerstone Investments Inc.

ELEVATE WEALTH ADVISORY, INC

Accelerate Investment Advisors LLC

Concorde Asset Management, LLC

Aspire Growth Partners LLC

TopTier Wealth Management, LLC

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