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 9025–9072

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

9025

Terra Alpha Investments LLC

Aspire Private Capital, LLC

NATURAL INVESTMENTS, LLC

BridgePort Financial Solutions, LLC

CENTRAL VALLEY ADVISORS, LLC

Winthrop Capital Management, LLC

Farmers & Merchants Trust Co of Chambersburg PA

Wealth Management Associates, Inc.

StrongBox Wealth, LLC

SEAVIEW INVESTMENT MANAGERS LLC

Investor's Fiduciary Advisor Network, LLC

National Wealth Management Group, LLC

First Affirmative Financial Network

Carolina Wealth Advisors, LLC

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Friedenthal Financial

Gallacher Capital Management LLC

GARLAND CAPITAL MANAGEMENT INC

WEDGEWOOD PARTNERS INC

Financial Gravity Asset Management, Inc.

White Pine Investment CO

STONE RUN CAPITAL, LLC

Bull Street Advisors, LLC

AllSquare Wealth Management LLC

DELTA CAPITAL MANAGEMENT LLC

A. D. Beadell Investment Counsel, Inc.

RoundAngle Advisors LLC

Stronghold Wealth Management L.L.C.

Shilanski & Associates, Inc.

Masso Torrence Wealth Management Inc.

Signature Equity Partners, LLC

Hilton Head Capital Partners, LLC

Silver Grove Financial Group, Inc.

Philadelphia Investment Partners, LLC

PlanVest Financial, Inc

Boreal Capital Management LLC

VAQUERO PRIVATE WEALTH, LTD

$486M194

Jun 30

Q2 2026

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