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 7009–7056

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7009

Missouri Trust & Investment Co

Indiana Trust & Investment Management Co

ONE WEALTH CAPITAL MANAGEMENT, LLC

Advisor Resource Council

Robinswood Financial LLC

Ameliora Wealth Management Ltd.

MORRIS FINANCIAL CONCEPTS, INC.

Investment Research & Advisory Group, Inc.

Jackson, Grant Investment Advisers, Inc.

1 NORTH WEALTH SERVICES LLC

Sawyer & Company, Inc

Decker Retirement Planning Inc.

Solstein Capital, LLC

Cambridge Financial Group, Inc.

Mechanics Financial Corp

TIEMANN INVESTMENT ADVISORS, LLC

MB, LEVIS & ASSOCIATES, LLC

Game Plan Financial Advisors, LLC

St. Johns Investment Management Company, LLC

Fortitude Advisory Group L.L.C.

Twin Lakes Capital Management, LLC

Eukles Asset Management

Accent Capital Management, LLC

Founders Capital Management

Tower View Wealth Management LLC

Socorro Asset Management LP

ISLAY CAPITAL MANAGEMENT, LLC

Holos Integrated Wealth LLC

Integrity Financial Corp /WA

William B. Walkup & Associates, Inc.

Strategic Planning, Inc.

Dynamic Wealth Strategies, LLC

Independence Wealth Advisors, LLC

Oakum Bay Capital LLC

Graphene Investments SAS

Marshall & Sterling Wealth Advisors Inc.

Fairscale Capital, LLC

Lummis Asset Management, LP

LFA - Lugano Financial Advisors SA

$166M274

Jun 30

Q2 2026

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