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 8689–8736

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8689

OAK HARBOR WEALTH PARTNERS, LLC

Verity Asset Management, Inc.

Heritage Family Offices, LLP

Latitude Advisors, LLC

Walser Wealth Management Company, A Ltd Liability Co

BlackDiamond Wealth Management, LLC

PACIFIC SUN FINANCIAL CORP

MARSHALL INVESTMENT MANAGEMENT, LLC

Ariadne Wealth Management, LP

Values First Advisors, Inc.

Axis Wealth Partners, LLC

Everstar Asset Management, LLC

CoreFirst Bank & Trust

Cetera Trust Company, N.A

OneAscent Family Office, LLC

Delos Wealth Advisors, LLC

Core Capital Management & Research, inc.

VestGen Investment Management

Comprehensive Financial Planning, Inc./PA

Petros Family Wealth, LLC

Argyle Capital Partners, LLC

Paladin Advisory Group, LLC

CHAPMAN FINANCIAL GROUP, LLC

Total Wealth Planning & Management, Inc.

Daytona Street Capital LLC

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Avail Investment Partners, LLC

MRP Capital Investments, LLC

Parvin Asset Management, LLC

BankChampaign, National Association

Wallace Advisory Group, LLC

Michael Brady & Co., LLC

QUANTIFY CHAOS ADVISORS, LLC

CARY STREET PARTNERS FINANCIAL LLC

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

HARBOR CAPITAL ADVISORS, INC.

Financial Gravity Companies, Inc.

$616M1,040

Jun 30

Q2 2026

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