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 4177–4224

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4177

DENVER WEALTH MANAGEMENT, INC.

Wealthstar Advisors, LLC

Jacobsen Capital Management

HERITAGE OAK WEALTH ADVISORS LLC

OneAscent Wealth Management LLC

L.K. Benson & Company, P.C.

Foundation Wealth Management, LLC\PA

ENCOMPASS WEALTH ADVISORS, LLC

Kaydan Wealth Management, Inc.

Triton Wealth Management, PLLC

Bluesphere Advisors, LLC

Westshore Wealth, LLC

Powell Investment Advisors, LLC

PENNINGTON PARTNERS & CO., LLC

Financial Council, LLC

ACCESS FINANCIAL SERVICES, INC.

Armstrong, Fleming & Moore, Inc

POWER WEALTH MANAGEMENT LLC

SFG Wealth Management, LLC.

V2 Financial group LLC

WMG Financial Advisors, LLC

RAELIPSKIE PARTNERSHIP

MAINSAIL ASSET MANAGEMENT, LLC

Second Half Financial Partners, LLC

Arcus Capital Partners, LLC

Financial Avengers, Inc.

CURA WEALTH ADVISORS, LLC

Pilgrim Partners Asia Pte Ltd

COOPER/HAIMS ADVISORS, LLC

LCM Capital Management Inc

PETERSON WEALTH MANAGEMENT

HORIZON BANCORP INC /IN/

Kaufman Rossin Wealth, LLC

Orcam Financial Group

FLYWHEEL PRIVATE WEALTH LLC

Tower Wealth Partners, Inc.

Two West Capital Advisors LLC

GENTRY PRIVATE WEALTH, LLC

Pillar Financial Advisors, LLC

Keystone Financial Group, Inc.

$191M122

Jun 30

Q2 2026

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