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 6721–6768

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6721

Cadia Private Client LLC

First Financial Group Corp

Stone Wealth Partners

Donalies Financial Planning, LLC

GRANITE ISLANDS PRIVATE WEALTH, LLC

BFI Wealth Solutions, LLC

Andrew Hill Investment Advisors, Inc.

RM Financial Services, LLC

BLVD Private Wealth, LLC

McCartney Wealth Management LLC

Waycross Investment Management Co

FULCRUM WEALTH ADVISORS, LLC

MAIMON WEALTH MANAGEMENT LTD.

Hudson Oak Wealth Advisory LLC

Davis Wealth Advisors, LLC

Ridge Creek Global, Inc

C2C Wealth Management, LLC

Risk Paradigm Group, LLC

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Smith Asset Management Co., LLC

O'Domhnaill Enterprises, Inc.

Kassira Wealth Management LLC

Cauble & Harre Wealth Management, Inc.

Bristlecone Value Partners, LLC

LEGACY SOLUTIONS, LLC

ATLas Financial Planning LLC

Hardworking Capital Advisors, LLC

Guardian Capital, LLC

FORTERIS WEALTH MANAGEMENT INC.

Ruggiero Investments, Inc.

Directional Asset Management

CURTIS WEALTH MANAGEMENT LLC

21 West Wealth Management LLC

WealthSpring Partners, LLC

Jefferson Bridge Capital, LLC

Noble Wealth Partners LLC

Premier Private Wealth Management LLC

Royal Palms Capital LLC

Crescent Sterling, Ltd.

Investment Management Trust, LLC

Independent Wealth Advisors LLC

$111M77

Jun 30

Q2 2026

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