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 8401–8448

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8401

Weaver Consulting Group

Plan Group Financial, LLC

Mattson Financial Services, LLC

Palumbo Wealth Management LLC

BAKER TILLY WEALTH MANAGEMENT, LLC

High Net Worth Advisory Group LLC

Mystic Asset Management, Inc.

MERIDIAN INVESTMENT COUNSEL INC.

Farmers & Merchants Trust Co of Long Beach

Outlook Wealth Advisors, LLC

Fielder Capital Group LLC

Uncommon Cents Investing LLC

Peregrine Asset Advisers, Inc.

Global Assets Advisory, LLC

Westmount Partners, LLC

Diligent Investors, LLC

Hartford Financial Management Inc.

WealthTrust Axiom LLC

Wealthspring Capital LLC

Wellington Shields & Co., LLC

Wakefield Asset Management LLLP

TWIN PEAKS WEALTH ADVISORS, LLC

New Republic Capital, LLC

Sound Capital Solutions LLC

Prairie Wealth Advisors, Inc.

ROMAN BUTLER FULLERTON & CO

EPG Wealth Management LLC

Revisor Wealth Management LLC

WealthCare Investment Partners, LLC

ENDEAVOR PRIVATE WEALTH, INC.

ELEVATUS WELATH MANAGEMENT

Acorn Wealth Advisors, LLC

Ifrah Financial Services, Inc.

Heritage Wealth Management, Inc.

Capital Innovations LLC

Independent Wealth Network Inc.

BridgePort Financial Solutions, LLC

CENTRAL VALLEY ADVISORS, LLC

LongView Wealth Management

Supplemental Annuity Collective Trust of NJ

LOM Asset Management Ltd

VectorGlobal IAG, Inc.

Paragon Private Wealth Management, LLC

HARMONY ASSET MANAGEMENT LLC

$372M201

Jun 30

Q2 2026

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