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 7345–7392

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7345

MITCHELL SINKLER & STARR/PA

Old North State Wealth Management, LLC

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Notis-McConarty Edward

Catherine Avery Investment Management LLC

EADS & HEALD WEALTH MANAGEMENT

FAIRFIELD, BUSH & CO.

SANDLER CAPITAL MANAGEMENT

ORLEANS CAPITAL MANAGEMENT CORP/LA

Nicholas Wealth, LLC.

McGinn Penninger Investment Management, Inc.

U S WEALTH GROUP, LLC.

Sivik Global Healthcare LLC

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

Ally Bridge Group (NY) LLC

Rosenthal | Henry Capital Advisors, Inc.

BI Asset Management Fondsmaeglerselskab A/S

State of Alaska, Department of Revenue

Modern Wealth Management, LLC

South Dakota Investment Council

ROMANO BROTHERS AND COMPANY

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Archford Capital Strategies, LLC

Stanley-Laman Group, Ltd.

JAMES INVESTMENT RESEARCH, INC.

Family Management Corp

Baker Ellis Asset Management LLC

Aviance Capital Partners, LLC

L2 Asset Management, LLC

Ramirez Asset Management, Inc.

River Wealth Advisors LLC

Lifeworks Advisors, LLC

GRIFFIN ASSET MANAGEMENT, INC.

Diametric Capital, LP

One Wealth Advisors, LLC

Fortis Capital Advisors, LLC

Foguth Wealth Management, LLC.

LAKE STREET PRIVATE WEALTH, LLC

Walkner Condon Financial Advisors LLC

$871M344

Jun 30

Q2 2026

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