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 8161–8208

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8161

Ipsen Advisor Group LLC

Morey & Quinn Wealth Partners, LLC

Lionshead Wealth Management, LLC

Hedges Asset Management LLC

Oder Investment Management, LLC

Northstar Financial Companies, Inc.

Elm3 Financial Group, LLC

BINGHAM PRIVATE WEALTH, LLC

Nvest Wealth Strategies, Inc.

TWIN CITY PRIVATE WEALTH, LLC

Panoramic Capital, LLC

Stegent Equity Advisors, Inc.

Hershey Financial Advisers, LLC

KRAEMATON INVESTMENT ADVISORS, INC

Hudson Portfolio Management LLC

4WEALTH ADVISORS, INC.

ARGUS INVESTORS' COUNSEL, INC.

MeadowBrook Investment Advisors LLC

Miller Financial Services LLC

North Forty Two & Co.

Alan B Lancz & Associates, Inc.

Traub Capital Management LLC

CHIRON CAPITAL MANAGEMENT, LLC

Unified Investment Management

GRITSTONE ASSET MANAGEMENT LLC

American Assets Capital Advisers, LLC

Blue Barn Wealth, LLC

Prentice Capital Management, LP

Harvest Fund Management Co., Ltd

180 WEALTH ADVISORS, LLC

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Asset One Wealth Management LLC

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

LexAurum Advisors, LLC

Security National Bank

Breakwater Capital Group

Mirador Capital Partners LP

Cypress Wealth Services, LLC

Third View Private Wealth, LLC

CAMBIENT FAMILY OFFICE, LLC

Mechanics Bank Trust Department

XY Planning Network, Inc.

Excelsior Advisor Network LLC

$759M499

Jun 30

Q2 2026

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