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 5329–5376

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5329

Elite Financial, Inc.

RIVERCHASE WEALTH MANAGEMENT, LLC

Broadway Wealth Solutions, Inc.

R. W. Roge & Company, Inc.

Mullaney, Keating & Wright, Inc.

INSTRUMENTAL WEALTH, LLC

WASHINGTON GROWTH STRATEGIES LLC

Forthright Family Wealth Advisory LLC

Columbia River Financial Group, LLC

INTEGRITY WEALTH ADVISORS, INC.

VERITY Wealth Advisors

MAGNOLIA CAPITAL MANAGEMENT LTD

NESTEGG ADVISORS, INC.

William Howard & Co Financial Advisors Inc

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Frankly Finances, LLC

Sulzberger Capital Advisors, Inc.

West Tower Group, LLC

MUFG SECURITIES AMERICAS INC.

LVM CAPITAL MANAGEMENT LTD/MI

First Pacific Financial

VILLERE ST DENIS J & CO LLC

Arkos Global Advisors

Financial Solutions Advisory Group, Inc.

Alpine Bank Wealth Management

Manchester Capital Management LLC

Trust Co of the South

TSG Advice Partners, LLC

ORG Wealth Partners, LLC

SOA Wealth Advisors, LLC.

REAP Financial Group, LLC

Prestige Wealth Management Group LLC

Gitterman Wealth Management, LLC

Alden Global Capital LLC

Atlas Wealth Partners, LLC

Walleye Partners, LLC

Elite Life Management LLC

PMV Capital Advisers, LLC

Firsthand Capital Management, Inc.

$63M54

Jun 30

Q2 2026

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