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 5617–5664

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Guild Investment Management, Inc.

Seneschal Advisors, LLC

Enhancing Capital LLC

RMR Capital Management, LLC

Cushing Capital Partners, LLC

Boyce & Associates Wealth Consulting, Inc.

Vienna Asset Management LLC

Midwestern Financial, LLC /IA

White Knight Strategic Wealth Advisors, LLC

LifePlan Financial, LLC

PCG ASSET MANAGEMENT, LLC

Karani Asset Management LLC

First Financial Group Corp

Orca Investment Management, LLC

LITTLEJOHN FINANCIAL SERVICES, INC.

Pitti Group Wealth Management, LLC

RED CRANE WEALTH MANAGEMENT, LLC

Lakeshore Capital Group, Inc.

PARAGON CAPITAL MANAGEMENT INC

Andrew Hill Investment Advisors, Inc.

Life Planning Partners, Inc

PERKINS CAPITAL MANAGEMENT INC

Ativo Capital Management LLC

Tandem Investment Partners LLC

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Safe Harbor Fiduciary, LLC

TT Capital Management LLC

CONTINENTAL INVESTORS SERVICES, INC.

Virtus Family Office LLC

SHEPHERD KAPLAN KROCHUK, LLC

Milestones Private Investment Advisors LLC

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Prospect Financial Group LLC

Corps Capital Advisors, LLC

Clarion Wealth Managment Partners, LLC

DB Fitzpatrick & Co, Inc

Bolthouse Investments, LLC

Aldebaran Financial Inc.

WFA of San Diego, LLC

Red Mountain Financial, LLC

$119M82

Jun 30

Q2 2026

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