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 5953–6000

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5953

Madson Wealth Advisors Inc

SACKS & ASSOCIATES, LLC

Vienna Asset Management LLC

Midwestern Financial, LLC /IA

White Knight Strategic Wealth Advisors, LLC

PCG ASSET MANAGEMENT, LLC

Global Trust Wealth Management LLC

Karani Asset Management LLC

Orca Investment Management, LLC

LITTLEJOHN FINANCIAL SERVICES, INC.

Pitti Group Wealth Management, LLC

Roan Capital Partners

Lakeshore Capital Group, Inc.

Life Planning Partners, Inc

PERKINS CAPITAL MANAGEMENT INC

Ativo Capital Management LLC

Hudson Oak Wealth Advisory LLC

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Davis Wealth Advisors, LLC

Safe Harbor Fiduciary, 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

Bolthouse Investments, LLC

Aldebaran Financial Inc.

WFA of San Diego, LLC

FORTERIS WEALTH MANAGEMENT INC.

Red Mountain Financial, LLC

CDM FINANCIAL COUNSELING SERVICES, INC.

FIGURE 8 INVESTMENT STRATEGIES LLC

ORBA Wealth Advisors, L.L.C.

IFC & Insurance Marketing, Inc.

Accuvest Global Advisors

Clear Point Advisors Inc.

FinArc Investments, Inc.

Broyhill Asset Management, LLC

$112M77

Jun 30

Q2 2026

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