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 5521–5568

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5521

Pointe Capital Management LLC

OMNI 360 Wealth, Inc.

Pinnacle Wealth Management Group, Inc.

Clay Northam Wealth Management, LLC

ELCO Management Co., LLC

LifeSteps Financial, Inc.

Hardin Capital Partners, LLC

Rachor Investment Advisory Services, LLC

Merrion Investment Management Co, LLC

Walker Asset Management, LLC

HARBOUR INVESTMENT MANAGEMENT LLC

Emergent Wealth Advisors, LLC

Bay Capital Advisors, LLC

Horrell Capital Management, Inc.

Optimus Capital Advisors, LLC

Canandaigua National Trust Co of Florida

Shum Financial Group, Inc.

THOMPSON DAVIS & CO., INC.

Three Magnolias Financial Advisors, LLC

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Future Financial Wealth Managment LLC

Arlington Capital Management, Inc.

Horizons Wealth Management

Gladwyn Financial Advisors, Inc.

Hummer Financial Advisory Services Inc

Post Resch Tallon Group Inc.

New Covenant Trust Company, N.A.

Eagle Bay Advisors LLC

Arnold Financial Planning LLC

WAYSTONE ADVISORS LLC

Oceanic Investment Management LTD

Fortress Financial Solutions, LLC

Markin Asset Management, LP

Value Investment Professionals, LLC

RIVER'S EDGE WEALTH MANAGEMENT, LLC

Valued Retirements, Inc.

Vanguard Capital Wealth Advisors

Heights Point Management, LP

Plus Group Wealth Advisors LLC

Platt Wealth Management LLC

MASO CAPITAL PARTNERS Ltd

Altium Capital Management LLC

$47M19

Jun 30

Q2 2026

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