The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 3601–3648

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3601

Forthright Family Wealth Advisory LLC

American Airlines Group Inc.

MontVue Capital Management, Inc.

STAGE HARBOR FINANCIAL, LLC

Archvest Wealth Advisors, Inc.

Hopwood Financial Services, Inc.

Innovative Wealth Building LLC

Jackson Wealth Management, LLC

Palacios Wealth Management, LLC

Foundation Wealth Management, LLC

Runnymede Capital Advisors, Inc.

Genesis Wealth Advisors, LLC

Custos Family Office, LLC

IAT REINSURANCE CO LTD.

Keystone Financial Services, LLC

VERITY Wealth Advisors

KOM Wealth Management Group, LLC

JDH Wealth Management, LLC

Velan Capital Investment Management LP

Paradigm, Strategies in Wealth Management, LLC

Campion Asset Management

Sageworth Trust Co of South Dakota

Randall & Associates Wealth Management

Kagan Cocozza Asset Management

Constant Guidance Financial LLC

SpringVest Wealth Management LLC

Lakeside Advisors, INC.

AG Campbell Advisory, LLC

Joel Adams & Associates, Inc.

Diversified Investment Strategies, LLC

Persium Advisors, LLC

DKM Wealth Management, Inc.

Trace Wealth Advisors, LLC

ALLIUM FINANCIAL ADVISORS, LLC

Mittelman Wealth Management

Hartmann Taylor Wealth Management, LLC

SIGNAL TREE FINANCIAL PARTNERS LLC

BLODGETT WEALTH ADVISORS, LLC

HOERTKORN RICHARD CHARLES

Cravens & Co Advisors, LLC

Corus Family Wealth Advisors

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