The Whale Ledger13F Filings9,301 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,301 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8737–8784

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8737

Waterfront Wealth Inc.

Machina Capital S.A.S.

TUCKER ASSET MANAGEMENT LLC

BEDDOW CAPITAL MANAGEMENT INC

Fortress Wealth Management, Inc.

Wells Trecaso Financial Group, LLC

Mitsubishi UFJ Asset Management (UK) Ltd.

Certus Wealth Management, LLC

Bullseye Investment Management, LLC

AHL INVESTMENT MANAGEMENT, INC.

Black Maple Capital Management LP

Defined Financial Planning LLC

Benson Wealth Management INC

TimesSquare Capital Management, LLC

Dynamic Advisor Solutions LLC

Hennion & Walsh Asset Management, Inc.

OXFORD ASSET MANAGEMENT LLP

Allied Private Wealth LLC

Ares Financial Consulting, LLC

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

ROSS\JOHNSON & Associates LLC

Avalon Global Asset Management LLC

CROWN ADVISORS MANAGEMENT, INC.

Tufton Capital Management

Atlantic Edge Private Wealth Management, LLC

Bank of New Hampshire

Strengthening Families & Communities, LLC

Blueshift Asset Management, LLC

Vermillion Wealth Management, Inc.

Synergy Investment Management, LLC

MCDONALD PARTNERS LLC

Financial Perspectives, Inc

Pinnacle Bancorp, Inc.

Cape Investment Advisory, Inc.

Elevated Capital Advisors, LLC

Gen-Wealth Partners Inc

MTM Investment Management, LLC

FIRST UNITED BANK & TRUST

DHJJ Financial Advisors, Ltd.

Persistent Asset Partners Ltd

United Community Bank

Glass Jacobson Investment Advisors llc

SITTNER & NELSON, LLC

$318M621

Jun 30

Q2 2026

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