The Whale Ledger13F Filings9,286 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,286 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7249–7296

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7249

Hemington Wealth Management

Vishria Bird Financial Group, LLC

Twelve Points Wealth Management LLC

Uniting Wealth Partners, LLC

Berkeley Capital Partners, LLC

Heartland Bank & Trust Co

May Hill Capital, LLC

Joseph Group Capital Management

D.B. Root & Company, LLC

SPEECE THORSON CAPITAL GROUP INC

Investment Advisory Group, LLC

Peterson Wealth Services

Brand Asset Management Group, Inc.

FLAGSHIP WEALTH ADVISORS, LLC

Westend Capital Management, LLC

Keystone Financial Services

Hobbs Group Advisors, LLC

Missouri Trust & Investment Co

ONE WEALTH CAPITAL MANAGEMENT, LLC

Advisor Resource Council

Ameliora Wealth Management Ltd.

MORRIS FINANCIAL CONCEPTS, INC.

Jackson, Grant Investment Advisers, Inc.

1 NORTH WEALTH SERVICES LLC

Sawyer & Company, Inc

Solstein Capital, LLC

Cambridge Financial Group, Inc.

Mechanics Financial Corp

TIEMANN INVESTMENT ADVISORS, LLC

Game Plan Financial Advisors, LLC

St. Johns Investment Management Company, LLC

Twin Lakes Capital Management, LLC

Eukles Asset Management

Accent Capital Management, LLC

Tower View Wealth Management LLC

Socorro Asset Management LP

Integrity Financial Corp /WA

William B. Walkup & Associates, Inc.

Fairscale Capital, LLC

Lummis Asset Management, LP

$167M221

Jun 30

Q2 2026

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