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 6241–6288

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6241

Richmond Investment Services, LLC

TAGStone Capital, Inc.

Plum Street Advisors, LLC

Prosperitas Financial LLC

Peachtree Investment Partners, LLC

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Weinberger Asset Management, Inc

Armor Investment Advisors, LLC

Carlton Hofferkamp & Jenks Wealth Management, LLC

Wealth Watch Advisors, INC

Kaizen Financial Strategies

Carmel Capital Partners, LLC

First Dallas Securities Inc.

Phoenix Wealth Advisors

MorganRosel Wealth Management, LLC

KENNEDY INVESTMENT GROUP

Intrepid Financial Planning Group LLC

AVISO WEALTH MANAGEMENT

Meridian Financial Partners LLC

Zullo Investment Group, Inc.

FIDELITY D & D BANCORP INC

Shared Vision Wealth Group LLC

VIEWPOINT INVESTMENT PARTNERS CORP

WETZEL INVESTMENT ADVISORS, INC.

Luken Investment Analytics, LLC

ALEXANDER LABRUNERIE & CO., INC.

Strait & Sound Wealth Management LLC

Midwest Financial Group LLC

MBE Wealth Management, LLC

Flagship Private Wealth, LLC

Seneca House Advisors

Houlihan Financial Resource Group, Ltd.

Madden Advisory Services, Inc.

Ruggaard & Associates LLC

YARGER WEALTH STRATEGIES, LLC

Values Added Financial LLC

Altus Wealth Group LLC

Lakeridge Wealth Management LLC

M1 Capital Management LLC

Cascades Capital Asset Management, LLC

PACES FERRY WEALTH ADVISORS, LLC

$270M144

Jun 30

Q2 2026

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