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 8113–8160

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Farringdon Capital, Ltd.

InTrack Investment Management Inc

Disciplined Investors, L.L.C.

Riverbend Wealth Management, LLC

Milestone Asset Management Group, LLC

AFFINITY INVESTMENT ADVISORS, LLC

DEFINED WEALTH MANAGEMENT, LLC

International Private Wealth Advisors LLC

Richmond Brothers, Inc.

CHESAPEAKE CAPITAL CORP /IL/

Widmann Financial Services, Inc.

Invera Wealth Advisors, LLC

Tranquilli Financial Advisor LLC

LEIGH BALDWIN & CO., LLC

Godshalk Welsh Capital Management, Inc.

MELFA WEALTH MANAGEMENT, INC.

Tevis Investment Management

Magnolia Private Wealth, LLC

Redwood Financial Network Corp

Investment Partners Asset Management, Inc.

DecisionMap Wealth Management, LLC

CASCADE INVESTMENT GROUP, INC.

ASAHI LIFE ASSET MANAGEMENT CO., LTD.

WEALTHGARDEN F.S. LLC

Valley Brook Capital Group, Inc.

PATRICK M SWEENEY & ASSOCIATES, INC

American Institute for Advanced Investment Management, LLP

Kuhn & Co Investment Counsel

BRIAN LOW FINANCIAL GROUP, LLC

Nicholson Wealth Management Group, LLC

KG&L Capital Management,LLC

Laraway Financial Advisors Inc

Sippican Capital Advisors

Mascagni Wealth Management, Inc.

Palouse Capital Management, Inc.

Centerpoint Advisory Group

Avantra Family Wealth, Inc.

Mork Capital Management, LLC

Michels Family Financial, LLC

Clarendon Private LLC

$156M124

Jun 30

Q2 2026

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