The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 3457–3504

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3457

Octavia Wealth Advisors, LLC

VIKING FUND MANAGEMENT LLC

Insight Wealth Strategies, LLC

Old Mission Investment Co LLC

Guidance Point Advisors, LLC

HOME FEDERAL BANK OF TENNESSEE

MARINER INVESTMENT GROUP LLC

BERKSHIRE CAPITAL HOLDINGS INC

Intergy Private Wealth, LLC

PRINCETON CAPITAL MANAGEMENT LLC

Peak Planning Group, LLC

Investment Planning Advisors, Inc.

KELLY FINANCIAL GROUP LLC

Selective Wealth Management, Inc.

BLUEFIN CAPITAL MANAGEMENT, LLC

CYPRESS FINANCIAL PLANNING LLC

BAKER BOYER NATIONAL BANK

Kellett Wealth Advisors, LLC

MAINSAIL ASSET MANAGEMENT, LLC

KRS Capital Management, LLC

Berbice Capital Management LLC

Keystone Financial Group, Inc.

Positano Wealth Management Ltd

Blackston Financial Advisory Group, LLC

WLTH Capital Management, LLC

Summit Portfolio Management, LTD.

REDSTONE WEALTH MANAGEMENT, LLC

DiPaolo Financial Group, Inc.

PATHWAY WEALTH MANAGEMENT LLC

FIDUCIARY ADVISORS, INC.

Vertex Investment Solutions Co., Ltd.

Aventus Investment Advisors, Inc.

Ferguson Johnson Wealth Management Inc

Western Pacific Wealth Management, LP

AK GLOBAL ASSET MANAGEMENT, LLC

Brandywine Financial Group

Thayer Financial, L.L.C.

Sensenig Capital Advisors, Inc

First Trust Bank, Ltd.

Lattice Capital Management, LLC

M28 Capital Management LP

Circumference Group LLC

First Reserve GP XIII Ltd

$46M1

Jun 30

Q2 2026

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