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 8881–8928

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8881

ROWLANDMILLER & PARTNERS.ADV

Community Bank & Trust, Waco, Texas

Gifford Fong Associates

Blueshift Asset Management, LLC

Synergy Investment Management, LLC

MCDONALD PARTNERS LLC

Financial Perspectives, Inc

Elevated Capital Advisors, LLC

Gen-Wealth Partners Inc

MTM Investment Management, LLC

DHJJ Financial Advisors, Ltd.

Persistent Asset Partners Ltd

United Community Bank

Glass Jacobson Investment Advisors llc

SITTNER & NELSON, LLC

Medallion Wealth Advisors, LLC

Fourth Dimension Wealth, LLC

Quantum Portfolio Management LLC

GABLES CAPITAL MANAGEMENT INC.

Westfuller Advisors, LLC

CALDWELL SUTTER CAPITAL, INC.

AMERIFLEX GROUP, INC.

Aberdeen Wealth Management LLC

Millstone Evans Group, LLC

Copia Wealth Management

Murphy & Mullick Capital Management Corp

Darwins River Capital, LP

GILPIN WEALTH MANAGEMENT, LLC

WELLINGTON-ALTUS USA INC.

Quest 10 Wealth Builders, Inc.

Cornerstone Financial Management LLC

Omnitrust Wealth Management, Inc

CANANDAIGUA NATIONAL CORP

SCHNIEDERS CAPITAL MANAGEMENT LLC

Bedell Frazier Investment Counselling, LLC

MARATHON CAPITAL MANAGEMENT

Hudson Value Partners, LLC

GENESIS PRIVATE WEALTH, LLC

BRADY FAMILY WEALTH, LLC

Sharper & Granite LLC

Malaga Cove Capital, LLC

Blackhawk Capital Partners, LLC

USAdvisors Wealth Management, LLC

$301M137

Mar 31

Q1 2026

← PreviousPage 186 of 194 · 9,288 filersNext →