The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8593–8640

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8593

Anfield Capital Management, LLC

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

Meadowbrook Wealth Management, LLC

Breachway Investments LLC

Northeast Financial Consultants Inc

Community Bank & Trust, Waco, Texas

Kaye Capital Management

Cahill Wealth Management, LLC

Shorepath Capital Management LLC

Michael A. Dubis Financial Planning, LLC

Cobler Capital Management, LLC

Omnitrust Wealth Management, Inc

ClearAlpha Technologies LP

Portland Financial Advisors Inc

Geo Capital Gestora de Recursos Ltd

CANANDAIGUA NATIONAL CORP

MidWestOne Financial Group, Inc.

Watts Gwilliam & Co., LLC

BRASS TAX WEALTH MANAGEMENT, INC

COLLECTIVE FAMILY OFFICE LLC

VAQUERO PRIVATE WEALTH, LTD

Sage Capital Advisors,llc

Z3 Capital Partners, LLC

Cornerstone Planning, LLC

Gradient Capital Advisors, LLC

Elmwood Wealth Management, Inc.

Hudson Value Partners, LLC

VISTA INVESTMENT PARTNERS LLC

GENESIS PRIVATE WEALTH, LLC

BRADY FAMILY WEALTH, LLC

Greenfield Seitz Capital Management, LLC

HF Advisory Group, LLC

TMB Capital Partners, LLC

ADVISORTRUST PARTNERS, LLC

MITCHELL & PAHL PRIVATE WEALTH, LLC

Greenfield Savings Bank

New England Research & Management, Inc.

SHELTON WEALTH MANAGEMENT, LLC

Rockingstone Advisors LLC

First Citizens Financial Corp

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