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 8449–8496

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8449

Gold Investment Management Ltd.

Global Financial Private Client, LLC

Commonwealth Retirement Investments LLC

FORTRESS PRIVATE LEDGER, LLC

Wealth Management Associates, Inc.

SAXON INTERESTS, INC.

Resurgent Financial Advisors LLC

Chesapeake Wealth Management

FSB PREMIER WEALTH MANAGEMENT, INC.

Autumn Glory Partners, LLC

Colonial River Investments, LLC

Yakira Capital Management, Inc.

StrongBox Wealth, LLC

Pines Wealth Management, LLC

River Street Advisors LLC

JEPPSON WEALTH MANAGEMENT, LLC

Riverwater Partners LLC

Strategic Financial Concepts, LLC

Core Alternative Capital

Legacy Capital Group California, Inc.

Richard W. Paul & Associates, LLC

Pinnacle Holdings, LLC

Realta Investment Advisors

Global Trust Asset Management, LLC

One River Asset Management, LLC

COMPASS CAPITAL CORP /MA/ /ADV

Lynx Investment Advisory

Caerus Investment Advisors, LLC

Tranquility Partners, LLC

MCCARTER PRIVATE WEALTH SERVICES LLC

QTR Family Wealth, LLC

Trueblood Wealth Management, LLC

Brown Financial Advisors

Lewis Asset Management, LLC

Optimize Financial Inc

Retirement Planning Co of New England, Inc.

Greykasell Wealth Strategies, Inc.

OAK HARBOR WEALTH PARTNERS, LLC

Ridgewood Investments LLC

Verity Asset Management, Inc.

$264M223

Jun 30

Q2 2026

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