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 7777–7824

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7777

Advocate Investing Services LLC

Barnes Dennig Private Wealth Management LLC

Birchwood Financial Partners, Inc.

High Point Wealth Management, LLC

Monetary Solutions, Ltd

VISION FINANCIAL MARKETS LLC

ADKINS SEALE CAPITAL MANAGEMENT LLC

Brookstone Capital Management

Advisors Asset Management, Inc.

Fideuram Asset Management (Ireland) dac

Y-Intercept (Hong Kong) Ltd

Capital Analysts, LLC

WEDBUSH SECURITIES INC

RIVERNORTH CAPITAL MANAGEMENT, LLC

THOROUGHBRED FINANCIAL SERVICES, LLC

PRAXIS INVESTMENT MANAGEMENT INC

Parkside Financial Bank & Trust

Bordeaux Wealth Advisors LLC

Qsemble Capital Management, LP

MONETARY MANAGEMENT GROUP INC

Vickerman Investment Advisors, Inc.

F&V Capital Management, LLC

Granite Bay Wealth Management, LLC

ALPINE WOODS CAPITAL INVESTORS, LLC

DUMONT & BLAKE INVESTMENT ADVISORS LLC

WHITE PINE CAPITAL LLC

Alight Capital Management LP

ROBERTS GLORE & CO INC /IL/

Northeast Financial Group, Inc.

BURKE & HERBERT BANK & TRUST CO

Seascape Capital Management

West Family Investments, Inc.

WRIGHT INVESTORS SERVICE INC

OLD POINT TRUST & FINANCIAL SERVICES N A

$329M354

Jun 30

Q2 2026

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