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.

Sort by

Ranked by Whale ScoreShowing rows 7345–7392

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7345

Granite Bay Wealth Management, LLC

RDA Financial Network

HEIGHTS CAPITAL MANAGEMENT, INC

MERIDIAN INVESTMENT COUNSEL INC.

Alight Capital Management LP

Northeast Financial Group, Inc.

Ifrah Financial Services, Inc.

FINANCIAL ADVISORY PARTNERS, LLC

NEW WAVE WEALTH ADVISORS LLC

PRIVATE CLIENT SERVICES, LLC

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Silverleafe Capital Partners, LLC

Auour Investments LLC

Seascape Capital Management

Omega Financial Group, LLC

StoneCrest Wealth Management, Inc.

Hayek Kallen Investment Management

ESG Planning DBA Harper Investing

Mainsail Financial Group, LLC

Nicollet Investment Management, Inc.

Financial Guidance Group, Inc.

DOPKINS WEALTH MANAGEMENT, LLC

Valued Wealth Advisors LLC

Guardian Financial Partners, LLC

HMV Wealth Advisors, LLC

Compass Wealth Management, LLC/GA

BLUE SQUARE ASSET MANAGEMENT, LLC

MOTIVE WEALTH ADVISORS

PEAK FINANCIAL ADVISORS LLC

Clarity Capital Advisors, LLC

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Davidson Kahn Capital Management, LLC

Foundry Financial Group, Inc.

Castleview Partners, LLC

PEOPLES FINANCIAL SERVICES CORP.

PFC CAPITAL GROUP, INC.

Base Wealth Management LLC

SECURITY NATIONAL BANK OF SO DAK

Sightline Wealth Advisors, LLC

Optivise Advisory Services LLC

Cairn Investment Group, Inc.

Cunning Capital Partners, LP

Constitution Capital LLC

$195M62

Jun 30

Q2 2026

← PreviousPage 154 of 194 · 9,286 filersNext →