The Whale Ledger13F Filings9,280 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,280 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6289–6336

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6289

Bucket List Wealth Management, LLC

Strategic Planning, Inc.

Torren Management, LLC

Dynamic Wealth Strategies, LLC

Oakum Bay Capital LLC

Nolet Wealth Management, LLC

J.E. Simmons & Co., P.C.

Welch Financial Planning, LLC

Coastline Complete Wealth LLC

Kastel Capital Advisors, LLC

Clear Retirement Advice LLC

Peak Wealth Management LLC

HBE Wealth Management, LLC

BROADWATER CAPITAL MANAGEMENT LLC

Targeted Financial Services LLC

Lord & Richards Wealth Management, LLC

Lynch Investment Planning, LLC

Dougherty & Associates, LLC

Boyer Financial Services, Inc.

V. M. MANNING & CO., INC.

Financially in Tune, LLC

Capital Developers, LLC

CFG Wealth Management Services, Inc.

Glaxis Capital Management, LLC

CROSSPOINT FINANCIAL, LLC

Corundum Trust Company, INC

Berry Wealth Group, LP

CSU Producer Resources, Inc.

MGO Private Wealth, LLC

Prossimo Advisors, LLC

Wells Financial Advisors INC

OPPENHEIMER ASSET MANAGEMENT INC.

KESTRA PRIVATE WEALTH SERVICES, LLC

BOOTHBAY FUND MANAGEMENT, LLC

EVERGREEN CAPITAL MANAGEMENT LLC

BRIDGEWAY CAPITAL MANAGEMENT, LLC

ELEVATION POINT WEALTH PARTNERS, LLC

Willow Creek Wealth Management Inc.

Parkman Healthcare Partners LLC

RPG Investment Advisory, LLC

$973M93

Jun 30

Q2 2026

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