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 2833–2880

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

HERITAGE OAK WEALTH ADVISORS LLC

ER Collective Holdings, LLC

Biltmore Wealth Management, LLC

Lakeshore Financial Planning, Inc.

Shore Point Advisors, LLC

Foundation Wealth Management, LLC\PA

Weitzel Financial Services, Inc.

Delap Wealth Advisory, LLC

BOURNE LENT ASSET MANAGEMENT INC

Beaumont Asset Management, L.L.C.

Shira Ridge Wealth Management

PENNEY FINANCIAL, LLC

Montz Harcus Wealth Management LLC

Panoramic Hills Capital Ltd

Keystone Global Partners, LLC

Meritas Wealth Management, LLC

FMB WEALTH MANAGEMENT

Family Office Research LLC

Woodward Financial Advisors, Inc.

SARD WEALTH MANAGEMENT GROUP, LLC

Cobblestone Asset Management LLC

BOYUM WEALTH ARCHITECTS LLC

Allodium Investment Consultants, LLC

A&I FINANCIAL SERVICES, LLC

PFG Private Wealth Management, LLC

Prepared Retirement Institute LLC

Painted Porch Advisors LLC

Avondale Wealth Management

Banque de Luxembourg S.A.

Navi International - Administradora e Gestora de Recursos Financeiros Ltda.

Grove Street Fiduciary, LLC

Citadel Investment Advisory, Inc.

Silverberg Bernstein Capital Management LLC

AUA CAPITAL MANAGEMENT, LLC

Shearwater Capital LLC

Taylor & Morgan Wealth Management, LLC

Brown Shipley& Co Ltd

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