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 7393–7440

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7393

Premier Path Wealth Partners, LLC

CRA Financial Services, LLC

Stokes Family Office, LLC

Apollon Financial, LLC

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Sargent Investment Group, LLC

AA Financial Advisors, LLC

Legacy Financial Advisors, Inc.

Faithward Advisors, LLC

Canal Capital Management, LLC

LaSalle St. Investment Advisors, LLC

MITCHELL MCLEOD PUGH & WILLIAMS INC

Greenland Capital Management LP

ARQ WEALTH ADVISORS, LLC

Live Oak Private Wealth LLC

KPP Advisory Services LLC

Wellington Shields Capital Management, LLC

ESSEX INVESTMENT MANAGEMENT CO LLC

FOURPATH CAPITAL MANAGEMENT, LLC

Qtron Investments LLC

Virtue Capital Management, LLC

BEARING POINT CAPITAL, LLC

NEW WAVE WEALTH ADVISORS LLC

Balboa Wealth Partners

Huntleigh Advisors, Inc.

Tyche Wealth Partners LLC

Radnor Capital Management, LLC

First National Advisers, LLC

K.J. Harrison & Partners Inc

CENTRAL BANK & TRUST CO

Summit Wealth Partners, LLC

IPG Investment Advisors LLC

Marshall Financial Group, LLC

Blume Capital Management, Inc.

CALTON & ASSOCIATES, INC.

SevenBridge Financial Group, LLC

Citizens National Bank Trust Department

ASHTON THOMAS SECURITIES, LLC

Brady Martz Wealth Solutions, LLC

Providence Capital Advisors, LLC

Ellis Investment Partners, LLC

Alpha Omega Wealth Management LLC

Sovereign Financial Group, Inc.

WealthShield Partners, LLC

$654M379

Jun 30

Q2 2026

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