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 2401–2448

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2401

SALEM INVESTMENT COUNSELORS INC

North Reef Capital Management LP

Acropolis Investment Management, LLC

Goelzer Investment Management, Inc.

Ocean Park Asset Management, LLC

COMMUNITY TRUST & INVESTMENT CO

Legacy Private Trust Co.

AlphaStar Capital Management, LLC

Nishkama Capital, LLC

BALDWIN WEALTH PARTNERS LLC/MA

First Financial Bank - Trust Division

Arlington Trust Co LLC

Sendero Wealth Management, LLC

Premier Financial Group

ENDEAVOUR CAPITAL ADVISORS INC

CGC Financial Services, LLC

WEYBOSSET RESEARCH & MANAGEMENT LLC

Greenbush Financial Group, LLC

Northern Right Capital Management, L.P.

GLYNN CAPITAL MANAGEMENT LLC

BURKETT FINANCIAL SERVICES, LLC

S Squared Technology, LLC

Fluent Financial, LLC

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

IRIDIAN ASSET MANAGEMENT LLC/CT

Choice Wealth Advisors, LLC

SEARCY FINANCIAL SERVICES INC /ADV

Rosalind Advisors, Inc.

CAMBRIDGE CAPITAL MANAGEMENT, LLC

Physician Wealth Solutions Inc.

BONTEMPO OHLY CAPITAL MGMT LLC

Cresta Advisors, Ltd.

RAFFLES ASSOCIATES LP

Envision Financial LLC

Vestment Financial LLC

Two Point Capital Management, Inc.

KENNICOTT CAPITAL MANAGEMENT LLC

Northland Capital Management LLC

Knoll Capital Management, LLC

Crown Oak Advisors, LLC

Echo Wealth Management, LLC

$204M49

Sep 30

Q3 2026

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