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 6673–6720

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6673

DeLarme Wealth Management, Inc.

Pacific Park Financial, Inc.

Lifetime Wealth Management P.C.

Strong Retirement Solutions LLC

Evergreen Wealth Partners LLC

Mainstream Capital Management LLC

Kurv Investment Management LLC

WESTCO ADVISORY SERVICES INC /ADV

Gaddis Premier Wealth Advisors LLC

Cannon Advisors, Inc.

S&A Financial Services, Inc.

Navigate Wealth Management, LLC

Aureum Wealth Management, LLC

Avant Financial Advisors LLC

AMG Asset Management Group, Inc.

Center for Wealth Management Advisory

Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

ABBINGTON INVESTMENT GROUP

ALLSTREET CAPITAL ADVISORS LLC

Genesis Financial Group, LLC

Goldenstone Wealth Management LLC

LANE BROTHERS & CO INC

Madrid Wealth Management, LLC

Uptown Financial Advisors LLC

Neumann Capital Management, LLC

ATX Financial Planning, LLC

A4 Wealth Advisors LLC

Forty-three Eighteen Advisors, LLC

SACKS & ASSOCIATES, LLC

Harbour Wealth Management Group, Inc.

Sincerus Advisory, LLC

Madson Wealth Advisors Inc

Sun Group Wealth Partners

Intrinsic Value Partners, LLC

Hegarty Advisors, LLC

Global Trust Wealth Management LLC

VUB Generali dochodkova spravcovska spolocnost, a.s.

SNOWWATER INVESTMENT PARTNERS, LLC

Gilbert Capital Group, Inc.

Veratis Advisors, Inc.

Ethos Capital Management, Inc.

Madison Park Capital Advisors, LLC

$140M65

Jun 30

Q2 2026

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