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 2785–2832

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2785

B&D White Capital Company, LLC

ARKANSAS FINANCIAL GROUP, INC.

DILLON & ASSOCIATES INC

INDEPENDENT INVESTORS INC

Southern Financial Group, LLC

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

RESOLUTE CAPITAL, LLC

Unifi Asset Management LP

Taylor Securities Services, Inc.

Gross & Hartman Investments LLC

SVRN Asset Management, LLC

BITTERROOT CAPITAL ADVISORS LLC

REICON WEALTH ADVISORS, LLC

Safe Harbor Family Capital, LLC

Markin Volterra Fund LP

Timmons Wealth Management, LLC

Stembrook Asset Management, LLC

COATUE MANAGEMENT LLC

Beutel, Goodman & Co Ltd.

Valeo Financial Advisors, LLC

Wedmont Private Capital

Cavalier Investments, LLC

Strategic Financial Services, Inc.

MATRIX ASSET ADVISORS INC/NY

V-Square Quantitative Management LLC

CAPITAL MANAGEMENT CORP /VA

WALLER FINANCIAL PLANNING GROUP, INC

Legal Advantage Investments, Inc.

Whitcomb & Hess, Inc.

DROMS STRAUSS ADVISORS INC /MO/ /ADV

Grandeur Peak Global Advisors, LLC

Strata Wealth Advisors, LLC

St. Clair Advisors, LLC

Meredith Wealth Planning

Independence Financial Advisors, LLC

Prairiewood Capital, LLC

Fiduciary Planning LLC

PCA Investment Advisory Services Inc.

FINANCIAL LIFE ADVISORS

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