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 6193–6240

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Goldstone Financial Group, LLC

Intrua Financial, LLC

NWF Advisory Services Inc.

Oak Harvest Investment Services

Cypress Capital Group

Uniplan Investment Counsel, Inc.

Convergence Investment Partners, LLC

Per Stirling Capital Management, LLC.

New England Private Wealth Advisors LLC

AssuredPartners Investment Advisors, LLC

Rodgers Brothers Inc.

Quadcap Wealth Management, LLC

Keebeck Wealth Management

Genus Capital Management Inc.

Occidental Asset Management, LLC

TRITONPOINT WEALTH, LLC

PATTON ALBERTSON MILLER GROUP, LLC

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Abacus Planning Group, Inc.

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

STEVENS CAPITAL MANAGEMENT LP

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Argos Wealth Advisors, LLC

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

Concord Investment Counsel Inc.

Pillsbury Lake Capital LLC

Ravenswood Partners LP

SOUTHERN MICHIGAN BANK & TRUST

BEACON ADVISORS HOLDINGS, LLC

United Financial Planning Group LLC

Argo Wealth Advisory, LLC

AlpenGlobal Capital LLC

M3 Wealth Management, LLC

Castlefield Investment Partners LLP

Gunpowder Capital Management, LLC dba Oliver Wealth Management

KVP Capital Advisors, LP

Ishara Investments LP

McAlvany Wealth Management LLC

Osbon Capital Management LLC

Walsh & Associates, LLC

Grand Central Investment Group

Teucrium Investment Advisors, LLC

$112M47

Jun 30

Q2 2026

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