The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

Sort by

Ranked by Whale ScoreShowing rows 6481–6528

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6481

15 Wealth Advisors LLC

Valtinson Bruner Financial Planning LLC

Shoker Investment Counsel, Inc.

Red Wave Investments LLC

Access Investment Management LLC

Quantum Private Wealth, LLC

Leeward Financial Partners, LLC

Financial Insights, Inc.

Narus Financial Partners, LLC

Next Capital Management LLC

Alta Wealth Advisors LLC

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Sterling Financial Planning, Inc.

Eaton Financial Holdings Company, LLC

Westbourne Investment Advisors, Inc.

Kercheville Advisors, LLC

Grandview Asset Management LLC

MADDEN SECURITIES Corp

TigerOak Management, L.L.C.

Gerald Baker Financial Group LLC

TSA Wealth Managment LLC

Beacon Bridge Wealth Partners, LLC

Yukon Wealth Management, Inc.

Highview Capital Management LLC/DE/

Spectrum Asset Management, Inc. (NB/CA)

Sender Co & Partners, Inc.

New Insight Wealth Advisors

Etesian Wealth Advisors, Inc.

Silver Coast Investments LLC

Tandem Financial, LLC

Mayfair Advisory Group, LLC

MIRAMONTES CAPITAL, LLC

Davis Investment Partners, LLC

Vantage Point Financial LLC

Thomas J. Herzfeld Advisors, Inc.

LAZARI CAPITAL MANAGEMENT, INC.

$325M188

Jun 30

Q2 2026

← PreviousPage 136 of 194 · 9,282 filersNext →