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 3793–3840

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3793

WITTENBERG INVESTMENT MANAGEMENT, INC.

RETIREMENT CAPITAL STRATEGIES

HFM Investment Advisors, LLC

Sellwood Investment Partners LLC

TradeWell Securities, LLC.

BAYSHORE ASSET MANAGEMENT, LLC

Hillcrest Wealth Advisors - NY, LLC

Union Square Park Capital Management, LLC

Hubbell Strickland Wealth Management, LLC

Mine & Arao Wealth Creation & Management, LLC.

Financial Planning Navigators CORP

Everest Management Corp.

Compass Financial Services Inc

KEYVANTAGE WEALTH, LLC

5th Street Advisors, LLC

QUARRY HILL ADVISORS, LLC

Midwest Financial Partners Investments, Inc.

Leslie Global Wealth, LLC

NBZ Investment Advisors LLC

Tribridge Partners Financial LLC

Independent Family Office, LLC

Fogel Capital Management, Inc.

POSTROCK PARTNERS LLC

Spectrum Investment Advisors, Inc.

Riverstone Advisors, LLC

BRIGHT FINANCIAL ADVISORS, INC.

Wealth Science Advisors LLC

Sequent Asset Management, LLC

Compass Financial Group, Inc.

Lauterbach Financial Advisors, LLC

CarsonAllaria Wealth Management, Ltd.

BANYAN CAPITAL MANAGEMENT, INC.

Integrity Investment Advisors, LLC

Lexington Hill Partners, LLC

Ridgepath Capital Management LLC

Mink Brook Asset Management LLC

Cadence Wealth Management LLC

SAGE PRIVATE WEALTH GROUP, LLC

Sylvest Advisors, LLC

Hyperion Capital Advisors LP

Paragon Capital Management LLC

Destiny Capital Corp/CO

$215M58

Jun 30

Q2 2026

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