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 8641–8688

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8641

WealthTrust Axiom 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

WealthCare Investment Partners, LLC

ENDEAVOR PRIVATE WEALTH, INC.

Heritage Wealth Management, Inc.

BridgePort Financial Solutions, LLC

Supplemental Annuity Collective Trust of NJ

LOM Asset Management Ltd

Commonwealth Retirement Investments LLC

FORTRESS PRIVATE LEDGER, LLC

SAXON INTERESTS, INC.

Resurgent Financial Advisors LLC

Chesapeake Wealth Management

FSB PREMIER WEALTH MANAGEMENT, INC.

Autumn Glory Partners, LLC

Yakira Capital Management, Inc.

Riverwater Partners LLC

Strategic Financial Concepts, LLC

Core Alternative Capital

Legacy Capital Group California, Inc.

Richard W. Paul & Associates, LLC

Pinnacle Holdings, LLC

COMPASS CAPITAL CORP /MA/ /ADV

Lynx Investment Advisory

Caerus Investment Advisors, LLC

MCCARTER PRIVATE WEALTH SERVICES LLC

TCFG Investment Advisors, LLC

QTR Family Wealth, LLC

Trueblood Wealth Management, LLC

Brown Financial Advisors

Optimize Financial Inc

Greykasell Wealth Strategies, Inc.

$275M483

Jun 30

Q2 2026

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