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 7633–7680

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7633

Smallwood Wealth Investment Management, LLC

Signet Investment Advisory Group, Inc.

Beech Hill Advisors, Inc.

Boomfish Wealth Group, LLC

MPWM ADVISORY SOLUTIONS, LLC

BELLEVUE ASSET MANAGEMENT, LLC

Pullen Investment Management, LLC

LifeSteps Financial, Inc.

Econ Financial Services Corp

Taylor Frigon Capital Management LLC

Harrington Investments, INC

Galaxy Digital Capital Management GP LLC

Loudon Investment Management, LLC

American Trust Investment Advisors, LLC

Williamson Legacy Group, LLC

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Counterweight Ventures, LLC

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Robinson Value Management, Ltd.

Integras Partners LLC

Axecap Investments, LLC

My Portfolio Guide, LLC

IMG Wealth Management, Inc.

PRING TURNER CAPITAL GROUP INC

Triton Financial Group Inc

Collar Capital Management, LLC

Davis Capital Management

Hickory Point Bank & Trust

Terra Nova Asset Management LLC

Bruce G. Allen Investments, LLC

GraniteShares Advisors LLC

LRT Capital Management, LLC

Illumine Investment Management, LLC

Northern Financial Advisors Inc

RIK SAYLOR FINANCIAL, INC.

Kennondale Capital Management LLC

Sovereign's Capital Management, LLC

Peapod Lane Capital LLC

Cygnus Capital Advisors, LLC

OUTFITTERS FINANCIAL LLC

Hillman Capital Management, Inc.

$138M54

Jun 30

Q2 2026

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