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 7441–7488

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7441

Harvest Investment Services, LLC

Advisors Preferred, LLC

Centric Wealth Management

Kesler, Norman & Wride, LLC

Formidable Asset Management, LLC

PKS Advisory Services, LLC

Proactive Wealth Strategies LLC

SAGE RHINO CAPITAL LLC

Platform Technology Partners

Integrated Quantitative Investments LLC

CHILDRESS CAPITAL ADVISORS, LLC

Portfolio Design Labs, LLC

Delta Investment Management, LLC

Morse Asset Management, Inc

Westover Capital Advisors, LLC

PRECEDENT WEALTH PARTNERS, LLC

Kendall Capital Management

Sterling Investment Advisors, Ltd.

ABLE Financial Group, LLC

MAGNOLIA CAPITAL ADVISORS LLC

Great Diamond Partners, LLC

Intellectus Partners, LLC

MSH Capital Advisors LLC

BCS Wealth Management

Garden State Investment Advisory Services LLC

TBH Global Asset Management, LLC

Keystone Wealth Services, LLC

Interchange Capital Partners, LLC

OLD SECOND NATIONAL BANK OF AURORA

SPIRIT OF AMERICA MANAGEMENT CORP/NY

SILVERLAKE WEALTH MANAGEMENT LLC

WEST MICHIGAN ADVISORS, LLC

Beverly Hills Private Wealth, LLC

Legacy Capital Wealth Partners, LLC

Total Clarity Wealth Management, Inc.

Tempus Wealth Planning, LLC

Aries Wealth Management

Beacon Financial Advisory LLC

Herold Advisors, Inc.

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