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.

Sort by

Ranked by Whale ScoreShowing rows 3841–3888

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3841

Fort Vancouver Investment Management, LLC

4Thought Financial Group Inc.

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

Arcadia Wealth Management, Inc.

HOGE FINANCIAL SERVICES, LLC

Wealth Intelligence, LLC

Oak Wealth Advisors LLC

Topel & Distasi Wealth Management, LLC

Aspen Wealth Strategies, LLC

Avid Wealth Partners LLC

Cassia Capital Partners, LLC

ALLEN WEALTH MANAGEMENT, LLC

WASHBURN CAPITAL MANAGEMENT, INC.

MB Generational Wealth, LLC

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

BOSUN ASSET MANAGEMENT, LLC

DAHRING | CUSMANO LLC

Traction Financial Partners, LLC

PARAGON FINANCIAL PARTNERS, INC.

Hibernia Wealth Partners, LLC

Daner Wealth Management, LLC

EQ WEALTH ADVISORS, LLC

Clarity Wealth Development LLC

Objectivity Squared, LLC

Jacksonville Wealth Management, LLC

Five Pine Wealth Management

STAGE HARBOR FINANCIAL, LLC

6th Street Advisors, LLC

Invariant Investment Management

Archvest Wealth Advisors, Inc.

Hopwood Financial Services, Inc.

MontVue Capital Management, Inc.

Jackson Wealth Management, LLC

Palacios Wealth Management, LLC

Foundation Wealth Management, LLC

Runnymede Capital Advisors, Inc.

Genesis Wealth Advisors, LLC

$167M72

Jun 30

Q2 2026

← PreviousPage 81 of 194 · 9,282 filersNext →