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 6673–6720

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6673

Cross Staff Investments Inc

W.H. Cornerstone Investments Inc.

ELEVATE WEALTH ADVISORY, INC

Accelerate Investment Advisors LLC

Concorde Asset Management, LLC

Aspire Growth Partners LLC

TopTier Wealth Management, LLC

Wilson & Boucher Capital Management, LLC

Community Bank of Raymore

Athena Investment Management

Vilga Financial Planning LLC

Seven Hills Financial, LLC

Copley Financial Group, Inc.

Meadow Creek Wealth Advisors LLC

Holistic Financial Partners

MACROVIEW INVESTMENT MANAGEMENT LLC

Chancellor Financial Group WB LP

Balanced Rock Investment Advisors LLC

ABS Direct Equity Fund LLC

Opulen Financial Group LLC

AGH Wealth Advisors, LLC

Sound Financial Strategies Group, LLC

Tuttle Capital Management, LLC

Reliant Investment Partners, LLC

TENET WEALTH PARTNERS, LLC

Richwood Investment Advisors, LLC

Athena Wealth Management, LLC

Synergy Financial Group, LTD

TRUSTCO BANK CORP N Y

Impact Investors, Inc

POINCIANA ADVISORS GROUP, LLC

Talisman Wealth Advisors LLC

Valtrion Capital Management, LLC

LUTS & GREENLEIGH GROUP, INC

US Asset Management LLC

Todd Wealth Management, LLC

Integrity Wealth Partners, LLC

KMT WEALTH MANAGEMENT, LLC

DECISION INVESTMENTS, INC

Oregon Pacific Wealth Management, LLC

OneAscent Investment Solutions LLC

$106M144

Jun 30

Q2 2026

← PreviousPage 140 of 194 · 9,282 filersNext →