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 8065–8112

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8065

Transcendent Capital Group LLC

Sage Capital Management, LLC

VISTA INVESTMENT PARTNERS II, LLC

Empire Financial Management Company, LLC

DUDLEY CAPITAL MANAGEMENT, LLC

SEAMOUNT FINANCIAL GROUP INC

GARRISON POINT ADVISORS, LLC

WESTBOURNE INVESTMENTS, INC.

Legacy Wealth Managment, LLC/ID

DoubleLine ETF Adviser LP

Aull & Monroe Investment Management Corp

TANDEM CAPITAL MANAGEMENT CORP /ADV

Cornerstone Select Advisors, LLC

Core Wealth Partners LLC

Fortune Financial Advisors, LLC

Summit Place Financial Advisors, LLC

WOODWARD DIVERSIFIED CAPITAL, LLC

Center For Asset Management LLC

EMC Capital Management

Cohen Investment Advisors LLC

BROOKS, MOORE & ASSOCIATES, INC.

Whalen Wealth Management Inc.

17 CAPITAL PARTNERS, LLC

AMERICAN FINANCIAL & TAX STRATEGIES INC

Pacific Point Advisors, LLC

RiverPark Advisors, LLC

Lantern Wealth Advisors, LLC

CORRADO ADVISORS, LLC

OmniStar Financial Group, Inc.

Barnes Wealth Management Group, Inc

Brendel Financial Advisors LLC

PETRA FINANCIAL ADVISORS INC

KEYNOTE FINANCIAL SERVICES LLC

Aegis Wealth Management LLC

Novak & Powell Financial Services, Inc.

TILIA FIDUCIARY PARTNERS, INC.

Beckerman Institutional, LLC

PANORAMIC INVESTMENT ADVISORS, LLC

PROMETHIUM ADVISORS,LLC

$208M122

Jun 30

Q2 2026

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