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 7969–8016

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7969

DELTA FINANCIAL ADVISORS LLC

Xcel Wealth Management, LLC

Prasad Wealth Partners, LLC

BNC WEALTH MANAGEMENT, LLC

Siena Capital Partners GP, LLC

Accretive Wealth Partners, LLC

Inlet Private Wealth, LLC

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Rock Point Advisors, LLC

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

ABSOLUTE CAPITAL MANAGEMENT, LLC

Redmond Asset Management, LLC

Argent Advisors, Inc.

Stiles Financial Services Inc

Pathway Financial Advisers, LLC

Stone Summit Wealth LLC

Donoghue Forlines LLC

Vectors Research Management, LLC

Gilliland Jeter Wealth Management LLC

NORTHCAPE WEALTH MANAGEMENT, LLC

AIMZ Investment Advisors, LLC

O'Brien Greene & Co. Inc

BAROMETER CAPITAL MANAGEMENT INC.

Horizon Investment Services, LLC

Providence First Trust Co

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Arrowroot Family Office, LLC

1492 Capital Management LLC

CASTLE WEALTH MANAGEMENT LLC

Slagle Financial, LLC

VISTA INVESTMENT MANAGEMENT

Joseph P. Lucia & Associates, LLC

BCS Private Wealth Management, Inc.

Precision Wealth Strategies, LLC

Camarda Financial Advisors, LLC

Lumbard & Kellner, LLC

Forza Wealth Management, LLC

NCM Capital Management, LLC

Forefront Wealth Partners, LLC

Prosperity Financial Group, Inc.

Town & Country Bank & Trust CO dba First Bankers Trust CO

BEACON INVESTMENT ADVISORS LLC

$318M178

Jun 30

Q2 2026

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