The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7201–7248

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Towerpoint Wealth, LLC

STABLEFORD CAPITAL II LLC

Pavaki Capital Management LLC

AAFMAA Wealth Management & Trust LLC

YARGER WEALTH STRATEGIES, LLC

Equity Wealth Partners, LLC

JBR Co Financial Management Inc

Lakeridge Wealth Management LLC

FORONJY FINANCIAL LLC

Agate Pass Investment Management, LLC

Eurizon SLJ Capital Ltd

IVC Wealth Advisors LLC

Sprinkle Financial Consultants LLC

Flatrock Wealth Partners LLC

Cane Capital Partners, LLC

Christensen, King & Associates Investment Services, Inc.

MOR Wealth Management, LLC

WILLIAM JOHN SEMPOLINSKI

STEINBERGANNA WEALTH MANAGEMENT

Wealthcare Capital Partners, LLC

Westhampton Capital, LLC

WealthCare Asset Management, LLC

CITY NATIONAL BANK OF FLORIDA /MSD

Grant Private Wealth Management Inc

Aletheian Wealth Advisors LLC

Arta Finance Wealth Management LLC

Legacy Wealth Advisors, LLC

Spectrum Planning & Advisory Services Inc.

Lionhunter Capital Management, LLC

R2 Capital Strategies, LLC

Sunbeam Capital Management, LLC

LifeGoal Investments, LLC

Carolina Wealth Management Inc

OMNI 360 Wealth, Inc.

Merrion Investment Management Co, LLC

Meriwether Wealth & Planning, LLC

Rose Capital Advisors LLC

Walker Asset Management, LLC

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