The Whale Ledger13F Filings9,294 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,294 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 1441–1488

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1441

GoalFusion Wealth Management, LLC

DIXON FNANCIAL SERVICES, INC.

TTP Investments, Inc.

THREADGILL FINANCIAL, LLC

Unconventional Investor, LLC

ALETHEA CAPITAL MANAGEMENT, LLC

Avos Capital Management, LLC

Ardent Capital Management, Inc.

GRAND WEALTH MANAGEMENT, LLC

Brown Financial Advisory

Client First Investment Management LLC

IRONWOOD WEALTH MANAGEMENT, INC.

Trevian Wealth Management LLC

Carroll Investors, Inc

BRIGHTON SECURITIES CORP.

Sassicaia Capital Advisers LLC

Disciplined Equity Management, Inc.

Ciovacco Capital Management LLC

Ryan Investment Management, Inc.

Main Line Retirement Advisors, LLC

Galilei Investment Office LLP

DEFINE FINANCIAL, LLC

Chou Associates Management Inc.

Kearns & Associates LLC

Tassel Capital Management, Inc.

Stephenson & Company, Inc.

FPC INVESTMENT ADVISORY, INC.

Investments & Financial Planning, LLC

McCarthy Asset Management, Inc.

Stegner Investment Associates Inc.

Three Cord True Wealth Management, LLC

Humankind Investments LLC

Financial Architects, LLC

Monument Group Wealth Advisors, LLC

Arena Capital Advisors, LLC- CA

Sheridan Capital Management, LLC

Salus Financial Advisors, LLC

Mill Road Capital Management LLC

DELPHI FINANCIAL GROUP, INC.

Nierenberg Investment Management Company, Inc.

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