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 9169–9216

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

REDMONT WEALTH ADVISORS LLC

Goodwin Investment Advisory

AEGON ASSET MANAGEMENT UK PLC

U.S. Capital Wealth Advisors, LLC

Passumpsic Savings Bank

Yorktown Management & Research Co Inc

Principia Wealth Advisory, LLC

Creegan & Nassoura Financial Group, LLC

LGT Financial Advisors LLC

Copperwynd Financial, LLC

Enterprise Bank & Trust Co

Elios Financial Group Inc.

Moser Wealth Advisors, LLC

Capital Market Strategies LLC

Northwest Capital Management Inc

CADEN CAPITAL PARTNERS, LP

Dynamic Technology Lab Private Ltd

AIGEN INVESTMENT MANAGEMENT, LP

Fieldview Capital Management, LLC

RICHARDSON FINANCIAL SERVICES INC.

Bayforest Capital Ltd

Bard Financial Services, Inc.

Exchange Capital Management, Inc.

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Good Life Advisors, LLC

Fruth Investment Management

Prosperity Wealth Management, Inc.

FULLCIRCLE WEALTH LLC

TCFG WEALTH MANAGEMENT, LLC

Stark Wealth Management LLC

QSV Equity Investors LLC

PERRITT CAPITAL MANAGEMENT INC

Lingohr Asset Management GmbH

Park Square Financial Group, LLC

Cander Asset Management LP

CAPITAL INSIGHT PARTNERS, LLC

Lineage Point Capital LP

Sanchez Gaunt Capital Management, LLC

Pathfinder Wealth Consulting, Inc.

$154M163

Mar 31

Q1 2026

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