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 6289–6336

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6289

JIM SAULNIER & ASSOCIATES, LLC

Pavion Blue Capital, LLC

American State Bank (Iowa)

NorthStar Asset Management LLC /NJ/

Fire Capital Management LLC

Trademark Financial Management, LLC

VISIONARY HORIZONS, LLC

Kapstone Financial Advisors LLC

Carl P. Sherr & Co., LLC

CITY NATIONAL BANK OF FLORIDA /MSD

Collaborative Wealth Managment Inc.

Pinnacle Family Advisors, LLC

CEERA INVESTMENTS, LLC

Frederick Financial Consultants, LLC

MN Wealth Advisors, LLC

Sterneck Capital Management, LLC

Turning Point Benefit Group, Inc.

ELCO Management Co., LLC

MATRIX PRIVATE CAPITAL GROUP LLC

Adalta Capital Management LLC

Wingate Wealth Advisors, Inc.

Brucke Financial, Inc.

Guinness Atkinson Asset Management Inc

Symphony Financial Services, Inc.

BankPlus Wealth Management LLC

Mendel Capital Management LLC

WIMMER ASSOCIATES 1, LLC

PRIMORIS WEALTH ADVISORS, LLC

Horizon Family Wealth, Inc.

Horrell Capital Management, Inc.

RiverGlades Family Offices LLC

Financial Freedom, LLC

Guardian Asset Advisors, LLC

PLANNING DIRECTIONS INC

Sharp Financial Services, LLC

Capstone Wealth Management, LLC

KRS Capital Management, LLC

Signature Wealth Management Partners, LLC

CAPE ANN SAVINGS BANK

RCS Financial Planning, LLC

Meridian Financial Advisors, LLC

AFT, FORSYTH & COMPANY, INC.

RIDGECREST WEALTH PARTNERS, LLC

Semus Wealth Partners LLC

SUTTON PLACE INVESTORS LLC

4J Wealth Management LLC

$204M111

Jun 30

Q2 2026

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