The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8257–8304

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8257

AIMZ Investment Advisors, LLC

O'Brien Greene & Co. Inc

BAROMETER CAPITAL MANAGEMENT INC.

Horizon Investment Services, LLC

Providence First Trust Co

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Arrowroot Family Office, LLC

1492 Capital Management LLC

CASTLE WEALTH MANAGEMENT LLC

Slagle Financial, LLC

VISTA INVESTMENT MANAGEMENT

Joseph P. Lucia & Associates, LLC

BCS Private Wealth Management, Inc.

Precision Wealth Strategies, LLC

Camarda Financial Advisors, LLC

Lumbard & Kellner, LLC

TMB Capital Partners, LLC

NCM Capital Management, LLC

Forefront Wealth Partners, LLC

Prosperity Financial Group, Inc.

BEACON INVESTMENT ADVISORS LLC

Ranch Capital Advisors Inc.

Stonebridge Financial Planning Group, LLC

Monte Financial Group, LLC

Disciplined Investments, LLC

BKM Wealth Management, LLC

Garner Asset Management Corp

Allred Capital Management, LLC

Roehl & Yi Investment Advisors, LLC

44 WEALTH MANAGEMENT LLC

Manatuck Hill Partners, LLC

Abbot Financial Management, Inc.

LifePlan Investment Advisors, Inc.

SGL Investment Advisors, Inc.

O'ROURKE & COMPANY, Inc

ICW Investment Advisors LLC

Keeler Thomas Management LLC

Mount Lucas Management LP

MARIPAU WEALTH MANAGEMENT LLC

B.A. Schrock Wealth Management, Inc.

$274M132

Sep 30

Q3 2026

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