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.

Sort by

Ranked by Whale ScoreShowing rows 8785–8832

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8785

Lowe Wealth Advisors, LLC

Exit Wealth Advisors, LLC.

Ballast Rock Private Wealth LLC

MARSHALL & SULLIVAN INC /WA/

Cassady Wealth & Retirement Planning, LLC

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Point Nemo Capital, LLC

CARLSON FINANCIAL, INC.

BETO FINANCIAL GROUP, LLC

Meadowbrook Advisors Group, LLC

Ponta Wealth Partners, LLC

Collaborative Fund Advisors, LLC

BLALOCK WILLIAMS, LLC

Stonebridge Financial Group, LLC / MO

WIREGRASS INVESTMENT MANAGEMENT LLC

L1 Global Manager Pty Ltd

Alessandra Capital Management, LLC

Odyssey Capital Advisors, Inc.

Sandro Wealth Management LLC

WealthPoint Financial, LLC

WJ Financial Advisors LLC

Severin Investments, LLC

NANO CAP NEW MILLENNIUM GROWTH FUND L P

Bridge Creek Capital Management LLC

Bannerstone Capital Management, LLC

Peck Wealth Management, LLC

Advisory Advocates, LLC

Watershed Asset Management, L.L.C.

Van Diest Capital, LLC

Fund Advisors of America Inc/FL

Expressive Wealth LLC

LANGLEY WEALTH MANAGEMENT, LLC

Closed-End Fund Advisors, Inc.

Kentucky Retirement Systems

Intesa Sanpaolo Wealth Management

BUTENSKY & COHEN FINANCIAL SECURITY, INC

Networth Advisors, LLC

Strategic Wealth Advisors LLC

$125M267

Mar 31

Q1 2026

← PreviousPage 184 of 194 · 9,288 filersNext →