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 4465–4512

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Brown Shipley& Co Ltd

Bauman Advisory Group, LLC

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Legend Capital Advisors LLC

Dominguez Wealth Management Solutions, Inc.

J.E. Simmons & Co., P.C.

Holcombe Financial, Inc.

Dedeker Financial LLC

Providence Financial Advisors, LLC

Northwest Wealth Advisors, LLC

6th Street Advisors, LLC

Ridgeline Wealth, LLC

PINCUS CAPITAL MANAGEMENT, LP

Family Legacy Financial Solutions, LLC

Arbor Wealth Advisors LLC

Krane Financial Solutions LLC

Collaborative Capital Advisors LLC

ACT CAPITAL MANAGEMENT, LLC

MOULTON WEALTH MANAGEMENT, INC

CAMELOT TECHNOLOGY ADVISORS, INC.

Partnership Wealth Management, LLC

LiftPoint Family Wealth Advisors LLC

Clear Retirement Advice LLC

Antonelli Financial Advisors, LLC

INTEGRATED CAPITAL MANAGEMENT, INC.

NESTEGG ADVISORS, INC.

Vigil Wealth Management, LLC

Liberty Atlantic Advisors LLC

Purewater Capital LLC

E-Wealth Partners, LLC

Targeted Financial Services LLC

Western Reserve Capital Management, LLC

Alpha Advisors, LLC/VA

Kane Co Wealth Management, Inc.

Kelsey Financial, LLC

Investors Portfolio Services LLC

NewCorp Financial Services, Inc.

Lynch Investment Planning, LLC

William Howard & Co Financial Advisors Inc

$129M54

Jun 30

Q2 2026

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