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 6337–6384

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6337

Clay Northam Wealth Management, LLC

Pettee Investors, Inc.

Prospect Financial Services LLC

Viewpoint Capital Management LLC

LeClair Wealth Partners LLC

Carter Financial Group, INC.

M3 Advisory Group, LLC

FWG Investments, LLC.

Astra Wealth Partners LLC

OPINICUS CAPITAL, INC.

Bay Capital Advisors, LLC

Fingerlakes Wealth Management, Inc.

WealthTrust Asset Management, LLC

RETIREMENT PLANNING GROUP, LLC / NY

LeConte Wealth Management, LLC

Crew Capital Management, Ltd

CERTIOR FINANCIAL GROUP, LLC

Lakewood Asset Management LLC

First National Bank of Hutchinson

Taylor Financial Group, Inc.

Hidden Cove Wealth Management, LLC

COLUMBIA ADVISORY PARTNERS LLC

Three Magnolias Financial Advisors, LLC

GUERRA PAN ADVISORS, LLC

Braun-Bostich & Associates Inc.

Royal Capital Wealth Management, LLC

Cross Staff Investments Inc

W.H. Cornerstone Investments Inc.

Mountain Hill Investment Partners Corp.

RAINIER FAMILY WEALTH INC

ELEVATE WEALTH ADVISORY, INC

CogentBlue Wealth Advisors, LLC

ALTERNA WEALTH MANAGEMENT, INC

Accelerate Investment Advisors LLC

Concorde Asset Management, LLC

Aspire Growth Partners LLC

Coastwise Capital Group, LLC

CATHY PARETO & ASSOCIATES, INC

Wilson & Boucher Capital Management, LLC

Community Bank of Raymore

Athena Investment Management

Shum Financial Group, Inc.

Copley Financial Group, Inc.

$165M141

Jun 30

Q2 2026

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