The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2065–2112

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2065

PACK Private Wealth, LLC

Horizon Advisory Services, Inc.

BancFirst Trust & Investment Management

Gray Private Wealth, LLC

Next Level Wealth Planning, LLC

Charter Capital Management, LLC\DE

PTM WEALTH MANAGEMENT, LLC

Chokshi & Queen Wealth Advisors, Inc

VAUGHAN & Co SECURITIES, INC.

Panoramic Capital Partners, LLC

GOLDEN ROAD ADVISORS LLC

Guardian Wealth Advisors, LLC

Wernau Asset Management Inc.

Presper Financial Architects, LLC

Alpha Wealth Funds, LLC

Fiduciary Wealth Partners, LLC

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

ACCREDITED INVESTOR SERVICES, LLC

Virtus Fixed Income Advisers, LLC

Ridgeline Wealth Planning, LLC

ATLANTIC FAMILY WEALTH, LLC

HEFFERNAN ADVISORY, INC

Greenhouse Wealth Management, LLC

Campbell Deegan Wealth Management, LLC

Templeton & Phillips Capital Management, LLC

CONQUIS FINANCIAL LLC

Clientfirst Wealth Management, LLC

BRISTOL JOHN W & CO INC /NY/

Mondrian Investment Partners LTD

Aequim Alternative Investments LP

Yaupon Capital Management LP

Ursa Fund Management, LLC

SENTINEL TRUST CO LBA

Bernicke Wealth Management, Ltd.

H/2 CREDIT MANAGER LP

Coalescence Partners Investment Management, LP

Oldfield Partners LLP

Index Venture Life Associates VI Ltd

KEATING INVESTMENT COUNSELORS INC

Cabot-Wellington, LLC

ALTA FOX CAPITAL MANAGEMENT, LLC

M & L Capital Management Ltd

Anchor @ 65 Pte. Ltd.

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