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 8353–8400

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8353

AFFINITY INVESTMENT ADVISORS, LLC

Dickmeyer Boyce Financial Management, Inc.

International Private Wealth Advisors LLC

QUANTUM FINANCIAL PARTNERS LLC

Richmond Brothers, Inc.

CHESAPEAKE CAPITAL CORP /IL/

Widmann Financial Services, Inc.

Invera Wealth Advisors, LLC

Tranquilli Financial Advisor LLC

LEIGH BALDWIN & CO., LLC

Godshalk Welsh Capital Management, Inc.

MELFA WEALTH MANAGEMENT, INC.

Tevis Investment Management

Magnolia Private Wealth, LLC

Redwood Financial Network Corp

PATRICK M SWEENEY & ASSOCIATES, INC

ASAHI LIFE ASSET MANAGEMENT CO., LTD.

WEALTHGARDEN F.S. LLC

Valley Brook Capital Group, Inc.

Kuhn & Co Investment Counsel

BRIAN LOW FINANCIAL GROUP, LLC

Capstone Wealth Management Group, Inc.

Nicholson Wealth Management Group, LLC

Vann Equity Management LLC

Michael J. Porro & Co. Financial Advisors, Inc.

Laraway Financial Advisors Inc

Mascagni Wealth Management, Inc.

Centerpoint Advisory Group

Mork Capital Management, LLC

Michels Family Financial, LLC

Ipsen Advisor Group LLC

Morey & Quinn Wealth Partners, LLC

Hedges Asset Management LLC

Oder Investment Management, LLC

Northstar Financial Companies, Inc.

Oakmont Investment Advisors, Inc.

South Shore Capital Advisors

BINGHAM PRIVATE WEALTH, LLC

TWIN CITY PRIVATE WEALTH, LLC

RHODES INVESTMENT ADVISORS INC /ADV

Hershey Financial Advisers, LLC

KRAEMATON INVESTMENT ADVISORS, INC

Hudson Portfolio Management LLC

Asempa Wealth Advisors

$131M120

Sep 30

Q3 2026

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