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 6193–6240

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6193

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Sterling Financial Planning, Inc.

Eaton Financial Holdings Company, LLC

Westbourne Investment Advisors, Inc.

Spectrum Asset Management, Inc. (NB/CA)

MADDEN SECURITIES Corp

TigerOak Management, L.L.C.

WATERSHED PRIVATE WEALTH LLC

TSA Wealth Managment LLC

Beacon Bridge Wealth Partners, LLC

Yukon Wealth Management, Inc.

Highview Capital Management LLC/DE/

INVESTMENT ADVISORY SERVICES INC /TX /ADV

Sender Co & Partners, Inc.

Western Financial Corp/CA

AVAII WEALTH MANAGEMENT, LLC

New Insight Wealth Advisors

Etesian Wealth Advisors, Inc.

Consilium Wealth Advisory, LLC

Silver Coast Investments LLC

Tandem Financial, LLC

Mayfair Advisory Group, LLC

MONTGOMERY INVESTMENT MANAGEMENT INC

Davis Investment Partners, LLC

Kercheville Advisors, LLC

Vantage Point Financial LLC

JCIC Asset Management Inc.

Thomas J. Herzfeld Advisors, Inc.

LAZARI CAPITAL MANAGEMENT, INC.

Wealth Quarterback LLC

Northstar Advisory Group, LLC

HALL CAPITAL MANAGEMENT CO INC

Leisure Capital Management

Burns Matteson Capital Management, LLC

BARNES PETTEY FINANCIAL ADVISORS, LLC

Powers Advisory Group, LLC

Skyline Advisors, Inc.

ShoreHaven Wealth Partners, LLC

Genesee Capital Advisors, LLC

WEALTHSPAN PARTNERS, LLC

$317M129

Jun 30

Q2 2026

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