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 3889–3936

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3889

Custos Family Office, LLC

IAT REINSURANCE CO LTD.

Keystone Financial Services, LLC

Navigate Wealth Management, LLC

JDH Wealth Management, LLC

Velan Capital Investment Management LP

Campion Asset Management

Sageworth Trust Co of South Dakota

Randall & Associates Wealth Management

Kagan Cocozza Asset Management

Constant Guidance Financial LLC

SpringVest Wealth Management LLC

Lakeside Advisors, INC.

Liberty Atlantic Advisors LLC

Joel Adams & Associates, Inc.

Diversified Investment Strategies, LLC

Trace Wealth Advisors, LLC

ALLIUM FINANCIAL ADVISORS, LLC

Mittelman Wealth Management

SIGNAL TREE FINANCIAL PARTNERS LLC

BLODGETT WEALTH ADVISORS, LLC

HOERTKORN RICHARD CHARLES

Corus Family Wealth Advisors

DWR WEALTH MANAGEMENT, LLC

Legacy Advisory Services, LLC

Spectrum Advisors, Inc.

Western Reserve Capital Management, LLC

BG Investment Services, Inc.

Windsor Advisory Group, LLC

Box Hill Private Wealth LLC

Crabel Capital Management, LLC

Challenger Wealth Management

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Clearview Wealth Management LLC

Dynamic Financial Group

Scheeler Financial LLC

NewCorp Financial Services, Inc.

Ramiah Investment Group

Benchmark Financial, LLC

Capital CS Group, LLC

Dauntless Investment Group, LLC

$126M71

Jun 30

Q2 2026

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