The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8977–9024

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8977

CENTAURUS FINANCIAL, INC.

Gilman Hill Asset Management, LLC

Stablepoint Partners, LLC

Bulldog Investors, LLP

NewGen Equity Long/Short Fund

SB Capital Management Inc

FOREFRONT WEALTH MANAGEMENT INC.

Safe Harbor Wealth Advisors, LLC

TradeLink Capital LLC

Capital Advisors, Ltd. LLC

DGS Capital Management, LLC

Safeguard Financial, LLC

Rappaport Reiches Capital Management, LLC

Monterey Private Wealth, Inc.

Horan Securities, Inc.

Clarity Capital Partners LLC

Peloton Wealth Strategists

Samara Investment Management, LLC

Longboard Asset Management, LP

FIRST NATIONAL CORP /MA/ /ADV

ROWLANDMILLER & PARTNERS.ADV

Shorepoint Capital Partners LLC

Gifford Fong Associates

Bullock Wealth Management Group

Noble Wealth Management PBC

Cromwell Holdings LLC

Signature Equity Partners, LLC

WOLFF WIESE MAGANA LLC

Hilton Head Capital Partners, LLC

Byrne Asset Management LLC

Silver Grove Financial Group, Inc.

Nova Wealth Management, Inc.

Philadelphia Investment Partners, LLC

PlanVest Financial, Inc

Darwins River Capital, LP

Piscataqua Savings Bank

GILPIN WEALTH MANAGEMENT, LLC

Boreal Capital Management LLC

Cornerstone Financial Management LLC

SCHNIEDERS CAPITAL MANAGEMENT LLC

Bedell Frazier Investment Counselling, LLC

Aster Capital Management (DIFC) Ltd

EntryPoint Capital, LLC

$412M768

Jun 30

Q2 2026

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