The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 9265–9303

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

9265

Parkworth Wealth Management, Inc.

HAZLETT, BURT & WATSON, INC.

Unigestion Holding SA

MONTAG & CALDWELL, LLC

Wolf Group Capital Advisors

Wambolt & Associates, LLC

Grant/GrossMendelsohn, LLC

Coordinated Financial Services, Inc./CO

Atria Wealth Solutions, Inc.

Scientech Research LLC

J. W. Coons Advisors, LLC

Semmax Financial Advisors Inc.

My Legacy Advisors, LLC

Scott Marsh Financial, LLC

Sandia Investment Management LP

HANTZ FINANCIAL SERVICES, INC.

Sapience Investments, LLC

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Teza Capital Management LLC

Keeley-Teton Advisors, LLC

Cyrus J. Lawrence, LLC

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Bryce Point Capital, LLC

SHERBROOKE PARK ADVISERS LLC

West Oak Capital, LLC

Alpha Omega Group, Inc.

$84M21

Mar 31

Q1 2025

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