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 3553–3600

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3553

4Thought Financial Group Inc.

Arcadia Wealth Management, Inc.

HOGE FINANCIAL SERVICES, LLC

Oak Wealth Advisors LLC

Topel & Distasi Wealth Management, LLC

CATALYST PRIVATE WEALTH, LLC

Aspen Wealth Strategies, LLC

Avid Wealth Partners LLC

Cassia Capital Partners, LLC

ALLEN WEALTH MANAGEMENT, LLC

MB Generational Wealth, LLC

Pacific Asset Management, LLC

WASHBURN CAPITAL MANAGEMENT, INC.

Financial Alternatives, Inc

Valley Financial Group, Inc.

HILLTOP WEALTH ADVISORS, LLC

Capasso Planning Partners LLC

FORTRESS FINANCIAL GROUP, LLC

McDonough Capital Management, Inc

Oceanside Advisors LLC

Piedmont Capital Management, LLC

INSTRUMENTAL WEALTH, LLC

Gildi - lifeyrissjodur

BOSUN ASSET MANAGEMENT, LLC

McClarren Financial Advisors, Inc.

Berbice Capital Management LLC

Manuka Financial, LLC

DAHRING | CUSMANO LLC

Traction Financial Partners, LLC

PARAGON FINANCIAL PARTNERS, INC.

Hibernia Wealth Partners, LLC

Daner Wealth Management, LLC

Dale Q Rice Investment Management Ltd

EQ WEALTH ADVISORS, LLC

Ariston Services Group

Clayton Financial Group LLC

Clarity Wealth Development LLC

WASHINGTON GROWTH STRATEGIES LLC

Newport Capital Group, LLC

Objectivity Squared, LLC

Jacksonville Wealth Management, LLC

Five Pine Wealth Management

$177M51

Jun 30

Q2 2026

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