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 7393–7440

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7393

PFC CAPITAL GROUP, INC.

SECURITY NATIONAL BANK OF SO DAK

Optivise Advisory Services LLC

Cairn Investment Group, Inc.

Cunning Capital Partners, LP

Constitution Capital LLC

General Partner, Inc.

Spectrum Strategic Capital Management, LLC

Prospect Capital Advisors, LLC

Pacific Wealth Strategies Group, Inc.

Mainstream Capital Management LLC

Avant Financial Advisors LLC

GUARDIAN INVESTMENT MANAGEMENT

DOHENY ASSET MANAGEMENT /CA

FLOYD FINANCIAL GROUP LLC

Capital Squared Financial LLC

Intrinsic Value Partners, LLC

Gilbert Capital Group, Inc.

MOUNT VERNON ASSOCIATES INC /MD/

Madison Park Capital Advisors, LLC

First Financial Group Corp

Andrew Hill Investment Advisors, Inc.

Life Planning Partners, Inc

Hunting Hill Global Capital, LLC

Corps Capital Advisors, LLC

Red Mountain Financial, LLC

ORBA Wealth Advisors, L.L.C.

Paradigm Capital Management, LLC/NV

Siguler Guff Advisers, LLC

Legato Capital Management LLC

PrairieView Partners, LLC

Wealth Enhancement Trust Services, Inc.

Caitong International Asset Management Co., Ltd

Community Financial Services Group, LLC

DUNCKER STREETT & CO INC

Integrated Investment Consultants, LLC

AM INVESTMENT STRATEGIES LLC

Covenant Partners, LLC

$342M135

Dec 31

Q4 2025

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