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 5425–5472

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5425

Centerline Wealth Advisors, LLC

MARYLAND CAPITAL ADVISORS INC.

GKV Capital Management Co., Inc.

Eley Financial Management, Inc

Freedom Financial Partners LLC

Borer Denton & Associates, Inc.

Brick & Kyle, Associates

OMC Financial Services LTD

Eagle Bluffs Wealth Management LLC

Schear Investment Advisers, LLC

Glass Wealth Management Co LLC

HighMark Wealth Management LLC

ESG Planning DBA Harper Investing

Delap Wealth Advisory, LLC

Decatur Capital Management, Inc.

Bastion Asset Management Inc.

Mainsail Financial Group, LLC

Samjo Management, LLC

Nokomis Capital, L.L.C.

Sphera Management Technology Funds Ltd

Legal Advantage Investments, Inc.

Vivid Wealth Management, LLC

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Game Creek Capital, LP

MENDON CAPITAL ADVISORS CORP

THOMAS STORY & SON LLC

Chicago Wealth Management, Inc.

Reliant Investment Management, LLC

INVENIO WEALTH PARTNERS LLC

Valued Wealth Advisors LLC

Wills Financial Group LLC

Sightline Wealth Advisors, LLC

Lunt Capital Management, Inc.

Long Road Investment Counsel, LLC

NavPoint Financial, Inc.

Financial Guidance Group, Inc.

$267M91

Jun 30

Q2 2026

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