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 6385–6432

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6385

Meadow Creek Wealth Advisors LLC

Holistic Financial Partners

MACROVIEW INVESTMENT MANAGEMENT LLC

Chancellor Financial Group WB LP

Future Financial Wealth Managment LLC

Balanced Rock Investment Advisors LLC

ABS Direct Equity Fund LLC

Opulen Financial Group LLC

AGH Wealth Advisors, LLC

Sound Financial Strategies Group, LLC

WASHINGTON CAPITAL MANAGEMENT, INC

Green Alpha Advisors, LLC

J2 Capital Management Inc

Tuttle Capital Management, LLC

Blake Schutter Theil Wealth Advisors, LLC

Reliant Investment Partners, LLC

Richwood Investment Advisors, LLC

Synergy Financial Group, LTD

TRUSTCO BANK CORP N Y

Impact Investors, Inc

Fulcrum Equity Management

POINCIANA ADVISORS GROUP, LLC

Talisman Wealth Advisors LLC

Valtrion Capital Management, LLC

Eagle Bay Advisors LLC

LUTS & GREENLEIGH GROUP, INC

US Asset Management LLC

Lord & Richards Wealth Management, LLC

KMT WEALTH MANAGEMENT, LLC

Oceanic Investment Management LTD

Objective Capital Management, LLC

Vanguard Capital Wealth Advisors

Heights Point Management, LP

Oregon Pacific Wealth Management, LLC

OneAscent Investment Solutions LLC

Platt Wealth Management LLC

PARTNERS WEALTH MANAGEMENT, LLC

MASO CAPITAL PARTNERS Ltd

Immaculate Wealth Management LLC

WEDGE CAPITAL MANAGEMENT L L P/NC

Contour Asset Management LLC

$4.3B57

Dec 31

Q4 2025

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