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 8737–8784

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8737

Main Street Group, LTD

G2 Investment Partners Management LLC

VSM Wealth Advisory, LLC

OGOREK ANTHONY JOSEPH /NY/ /ADV

Aventura Private Wealth, LLC

E Fund Management (Hong Kong) Co., Ltd.

Costello Asset Management, INC

RBA Wealth Management, LLC

Evergreen Private Wealth LLC

HORIZON FINANCIAL SERVICES, LLC

Smallwood Wealth Investment Management, LLC

Taylor Frigon Capital Management LLC

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

Guardian Wealth Management, Inc.

Counterweight Ventures, LLC

Bullseye Asset Management LLC

Banco de Sabadell, S.A

Smart Portfolios, LLC

Portside Wealth Group, LLC

High Falls Advisors, Inc

Running Point Capital Advisors, LLC

PHYSICIANS FINANCIAL SERVICES, INC.

Sandbox Financial Partners, LLC

SS&H Financial Advisors, Inc.

Yeomans Consulting Group, Inc.

Court Place Advisors, LLC

Obsidian Personal Planning Solutions LLC

Colorado Capital Management, Inc.

Lindenwold Advisors, INC

Copperleaf Capital, LLC

Catalina Capital Group, LLC

Clearview Wealth Advisors LLC

Centennial Advisors, LLC

ClearAlpha Technologies LP

Portland Financial Advisors Inc

Hatteras Investment Partners, LP

SCOPUS ASSET MANAGEMENT, L.P.

Z3 Capital Partners, LLC

Cornerstone Planning, LLC

Greenfield Seitz Capital Management, LLC

ADVISORTRUST PARTNERS, LLC

$292M199

Jun 30

Q2 2026

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