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 4561–4608

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4561

First Washington CORP

RETIREMENT FINANCIAL SOLUTIONS, LLC

Advanced Asset Management Advisors Inc

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Kentucky Farm Bureau Mutual Insurance Co

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Pegasus Asset Management, Inc.

NORTHSTAR ASSET MANAGEMENT INC

Family Capital Trust Co

Union Heritage Capital, LLC

AMERICAN FINANCIAL GROUP INC

One Fin Capital Management LP

Elevation Capital Advisory, LLC

Norris Financial Group, LLC

Ravenstone Capital Management Inc.

Saraza Management, LP

ARCADIA INVESTMENT ADVISORS LLC

MTM FINANCIAL GROUP, LLC

PENINSULA ASSET MANAGEMENT INC

PRENTISS SMITH & CO INC

Stonepine Capital Management, LLC

Exome Asset Management LLC

MidAtlantic Capital Management, Inc.

Oppenheimer & Close, LLC

Brightwater Advisory LLC

Authentikos Wealth Advisory, LLC

Octahedron Capital Management L.P.

Masterton Capital Management, LP

Stephens Investment Management Group LLC

Marble Harbor Investment Counsel, LLC

Greenline Partners, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC

L. Roy Papp & Associates, LLP

MIDDLETON & CO INC/MA

James J. Burns & Company, LLC

GREATMARK INVESTMENT PARTNERS, INC.

Blueprint Financial Advisors LLC

Philip James Wealth Mangement, LLC

Legacy Financial Group LLC

TCP Asset Management, LLC

Vision Capital Management, Inc.

Scarborough Advisors, LLC

BlueSky Wealth Advisors, LLC

$863M111

Jun 30

Q2 2026

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