The Whale Ledger13F Filings9,301 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,301 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7057–7104

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7057

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

Coastline Complete Wealth LLC

waypoint wealth counsel

Chung Wu Investment Group, LLC

Accordant Advisory Group Inc

Elizabeth Park Capital Advisors, Ltd.

$145M44

Jun 30

Q2 2026

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