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 3889–3936

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3889

Rachor Investment Advisory Services, LLC

Lee-Kelleher Wealth Management

St. Louis Financial Planners Asset Management, LLC

McAlister, Sweet & Associates, Inc.

Optimus Capital Advisors, LLC

Ervin Investment Management, LLC

Arrow Capital Management, LLC

SOUTHERN CAPITAL SERVICES INC /ADV

Mendota Financial Group, LLC

COREPATH WEALTH PARTNERS LLC

Flagship Capital Management Inc.

Kopion Asset Management, LLC

FMA Wealth Management, LLC

Spahn Wealth & Retirement LLC

MJT & Associates Financial Advisory Group, Inc.

PW ADVISORS, LLC \ FL

Compass Financial Group, Inc. (Ohio)

Saber Capital Managment, LLC

Bridgelight Financial Advisors, Inc.

Split Rock Private Trading & Wealth Management, LLC

Marble Bar Asset Management LLP

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Sound Portfolio Advisors, LLC

SeedSafe Financial LLC

Sentinel Dome Partners, LLC

Investment Advisory Services Group LLC

Transmarket Holdings LP

CORE WEALTH ADVISORS, LLC

Titan Investment Management LLC

BluePrint Investing LLC

Capstone Wealth Management, Inc.

Nest Investments, LLC

Seal Cove Capital, LLC

R.H. Dinel Investment Counsel, Inc.

Troutman Wealth Management, LLC

Financial Concepts Unlimited, Inc.

Broussard Financial Group LLC

Wealth Advisory Team LLC

Cooke Wealth Management, LLC

Financial Management, Inc.

HICKS CAPITAL MANAGEMENT LLC

Torrey-Payne Wealth Management, LLC

Portus Wealth Advisors, LLC

$121M50

Jun 30

Q2 2026

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