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 4609–4656

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4609

CULBERTSON A N & CO INC

Brio Consultants, LLC

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Blue Edge Capital, LLC

NOESIS CAPITAL MANGEMENT CORP

Rice Partnership, LLC

Intellus Advisors LLC

McGowan Group Asset Management, Inc.

Orange Investment Advisors, Inc.

BRANT POINT INVESTMENT MANAGEMENT LLC

FAGAN ASSOCIATES, INC.

White Lighthouse Investment Management Inc.

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Arlington Financial Advisors, LLC

TOBIAS FINANCIAL ADVISORS, INC.

Horizon Wealth Management, LLC

CFM WEALTH PARTNERS LLC

Summit Asset Management, LLC

Northstar Group, Inc.

AFFINITY WEALTH MANAGEMENT LLC

B & T Capital Management DBA Alpha Capital Management

Hendershot Investments Inc.

Rollins Financial Advisors, LLC

McLean Asset Management Corp

LS Investment Advisors, LLC

HUDSON EDGE INVESTMENT PARTNERS INC.

JACKSON SQUARE CAPITAL, LLC

Elgethun Capital Management

Towercrest Capital Management

DSG Capital Advisors, LLC

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

FIDUCIENT ADVISORS LLC

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Black Swift Group, LLC

Blue Fin Capital, Inc.

Bellwether Advisors, LLC

Vertex Planning Partners, LLC

Curran Financial Partners, LLC

$672M140

Jun 30

Q2 2026

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