The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8593–8640

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8593

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

Vivaldi Capital Management LP

Radnor Capital Management, LLC

First National Advisers, LLC

Marshall Financial Group, LLC

Citizens National Bank Trust Department

Brady Martz Wealth Solutions, LLC

Alpha Omega Wealth Management LLC

Kesler, Norman & Wride, LLC

Formidable Asset Management, LLC

Jackson Hole Capital Partners, LLC

BCS Wealth Management

CHEMUNG CANAL TRUST CO

Interchange Capital Partners, LLC

Total Clarity Wealth Management, Inc.

Mission Creek Capital Partners, Inc.

OLD SECOND NATIONAL BANK OF AURORA

Parkside Advisors LLC

Blue Investment Partners LLC

Dean Capital Management

Benchmark Wealth Management, LLC

FUTURE YOU WEALTH LLC

Prairie Sky Financial Group LLC

Better Money Decisions, LLC

Priebe Wealth Holdings LLC

WEDGEWOOD INVESTORS INC /PA/

Fiscal Wisdom Wealth Management, LLC

Total Wealth Planning, LLC

Centerstone Investors, LLC

Hanson & Doremus Investment Management

Plan Group Financial, LLC

Grey Ledge Advisors, LLC

MORTON COMMUNITY BANK

PW Nova Financial Services LLC

Farmers & Merchants Trust Co of Long Beach

Mattson Financial Services, LLC

Palumbo Wealth Management LLC

Advisory Solutions Group, LLC

High Net Worth Advisory Group LLC

Outlook Wealth Advisors, LLC

Fielder Capital Group LLC

Peregrine Asset Advisers, Inc.

Global Assets Advisory, LLC

$458M322

Jun 30

Q2 2026

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