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 6529–6576

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Wealth Quarterback LLC

HALL CAPITAL MANAGEMENT CO INC

Leisure Capital Management

BARNES PETTEY FINANCIAL ADVISORS, LLC

Genesee Capital Advisors, LLC

WEALTHSPAN PARTNERS, LLC

Carroll Advisory Group, LLC

Richmond Investment Services, LLC

TAGStone Capital, Inc.

Plum Street Advisors, LLC

Prosperitas Financial LLC

Peachtree Investment Partners, LLC

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Weinberger Asset Management, Inc

Armor Investment Advisors, LLC

Carlton Hofferkamp & Jenks Wealth Management, LLC

Wealth Watch Advisors, INC

Carmel Capital Partners, LLC

First Dallas Securities Inc.

Phoenix Wealth Advisors

MorganRosel Wealth Management, LLC

KENNEDY INVESTMENT GROUP

Intrepid Financial Planning Group LLC

AVISO WEALTH MANAGEMENT

Meridian Financial Partners LLC

Zullo Investment Group, Inc.

FIDELITY D & D BANCORP INC

Shared Vision Wealth Group LLC

Luken Investment Analytics, LLC

ALEXANDER LABRUNERIE & CO., INC.

Strait & Sound Wealth Management LLC

MBE Wealth Management, LLC

Flagship Private Wealth, LLC

Seneca House Advisors

Houlihan Financial Resource Group, Ltd.

Madden Advisory Services, Inc.

Ruggaard & Associates LLC

Values Added Financial LLC

M1 Capital Management LLC

Cascades Capital Asset Management, LLC

$270M168

Jun 30

Q2 2026

← PreviousPage 137 of 194 · 9,282 filersNext →