The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2881–2928

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2881

Pacific Asset Management, LLC

KOM Wealth Management Group, LLC

Two West Capital Advisors LLC

Manuka Financial, LLC

Marathon Mission, Inc.

Vermillion & White Wealth Management Group, LLC

McClarren Financial Advisors, Inc.

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Martin Capital Advisors, LLP

Persium Advisors, LLC

LTS Liquid Investments LLC

GEN Financial Management, INC.

Dale Q Rice Investment Management Ltd

New Vernon Capital Holdings II LLC

Holcombe Financial, Inc.

Innovative Wealth Building LLC

Dominguez Wealth Management Solutions, Inc.

Hartmann Taylor Wealth Management, LLC

Ariston Services Group

Ridgeline Wealth, LLC

American Airlines Group Inc.

Family Legacy Financial Solutions, LLC

Stonekeep Investments, LLC

CORNERSTONE ENTERPRISES, LLC

Nabity-Jensen Investment Management Inc

Arbor Wealth Advisors LLC

Granite Group Advisors, LLC

Bestgate Wealth Advisors, LLC

DKM Wealth Management, Inc.

Paradigm, Strategies in Wealth Management, LLC

Koa Wealth Management, LLC

Spartan Planning & Wealth Management

CAMELOT TECHNOLOGY ADVISORS, INC.

Cravens & Co Advisors, LLC

Connective Capital Management, LLC

Partnership Wealth Management, LLC

Uptown Financial Advisors LLC

INTEGRATED CAPITAL MANAGEMENT, INC.

APS Management Group, Inc.

Antonelli Financial Advisors, LLC

STEPHEN J. GARRY & ASSOCIATES, LLC

$137M55

Jun 30

Q2 2026

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