The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8641–8688

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

BLUEDOOR PRIVATE WEALTH, LLC

Capstone Capital Management Ltd

Exit Wealth Advisors, LLC.

Ballast Rock Private Wealth LLC

Cassady Wealth & Retirement Planning, LLC

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

First City Capital Management, Inc.

Point Nemo Capital, LLC

CARLSON FINANCIAL, INC.

QUANTUM FINANCIAL PARTNERS LLC

Dickmeyer Boyce Financial Management, Inc.

BETO FINANCIAL GROUP, LLC

Fearless Solutions, LLC dba Best Invest

Meadowbrook Advisors Group, LLC

Ponta Wealth Partners, LLC

Clearwave Capital, LLC

Salvus Wealth Management, LLC

J. M. Brown & Associates Inc.

M.E. ALLISON & CO., INC.

PVG ASSET MANAGEMENT CORP

Collaborative Fund Advisors, LLC

Capstone Wealth Management Group, Inc.

Vann Equity Management LLC

WILLNER & HELLER, LLC

BLALOCK WILLIAMS, LLC

Williams & Novak, LLC

Themes Management Co LLC

Stonebridge Financial Group, LLC / MO

Pine Haven Investment Counsel, Inc

WIREGRASS INVESTMENT MANAGEMENT LLC

Midwest Financial Network, LLC

Oakmont Investment Advisors, Inc.

VIRTUE ASSET MANAGEMENT LLC

L1 Global Manager Pty Ltd

Alessandra Capital Management, LLC

Odyssey Capital Advisors, Inc.

Sandro Wealth Management LLC

WealthPoint Financial, LLC

$137M126

Jun 30

Q2 2026

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