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 4513–4560

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4513

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Smith Partners Wealth Management, LLC

Dougherty & Associates, LLC

Palatine Hill Wealth Management, LLC

Powerhouse Assets LLC

Benchmark Financial, LLC

Stoic Point Capital Management LLC

Blom & Howell Financial Planning, Inc.

January Capital Advisors LLC

Boyer Financial Services, Inc.

TrustWell Financial Advisors, LLC

Envision Financial Transparency, LLC

Artesa Financial Group, LLC

OakTrust Wealth Advisors, LLC

Vistica Wealth Advisors, LLC

Cedrus Wealth Group LLC

truNorth Financial Services, Inc.

Layline Advisors, LLC

American National Bank of Texas

Briggs Wealth Management, Inc

GAINLINE FINANCIAL PARTNERS, LLC

Fullerton Advisors, LLC

Intentional Wealth Strategies, LLC

CFG Wealth Management Services, Inc.

COGENT STRATEGIC WEALTH LLC

Englebert Financial Advisers, LLC

Provident Living Financial Services, Inc.

Northwest & Ethical Investments L.P.

SMITH CHAS P & ASSOCIATES PA CPAS

1607 Capital Partners, LLC

LVM CAPITAL MANAGEMENT LTD/MI

KINGDON CAPITAL MANAGEMENT, L.L.C.

Financial Solutions Advisory Group, Inc.

Trust Co of the South

Carlson Capital, L.P.

AMI INVESTMENT MANAGEMENT INC

HARVEY CAPITAL MANAGEMENT INC

Foyston, Gordon & Payne Inc

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