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SouthState Bank Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Sugarloaf Wealth Management
Georgia
$75K
AP
252
Arlington Partners
Alabama
$72K +$68.8K +965 New
FCA
253
FinTrust Capital Advisors
South Carolina
$71K
HIA
254
Harbor Investment Advisory
Maryland
$69K
GTAM
255
Global Trust Asset Management
Florida
$67K
IA
256
IFP Advisors
Florida
$66K
Twin Tree Management
257
Twin Tree Management
Texas
$61K +$58.6K +823 New
AF
258
Allworth Financial
California
$55K
LWP
259
Lumature Wealth Partners
Georgia
$55K
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$41K
HWM
261
Holloway Wealth Management
Florida
$35K
NICM
262
Neo Ivy Capital Management
New York
$32K +$47.9K +673 New
WWMSC
263
Wagner Wealth Management (South Carolina)
South Carolina
$28K -$712 -10 -3%
LWM
264
Liberty Wealth Management
California
$26K +$11.8K +166 +102%
TPCW
265
TD Private Client Wealth
New York
$22.2K
CFB
266
Cullen/Frost Bankers
Texas
$22K
MA
267
Montag & Associates
Georgia
$22K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$18K +$285 +4 +2%
FCMT
269
Founders Capital Management (Texas)
Texas
$17K
DAC
270
Dividend Assets Capital
South Carolina
$15K
CWA
271
Clearview Wealth Advisors
Oregon
$14K +$142 +2 +1%
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$14K +$12.8K +180 +1,286%
PFPT
273
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K
SIS
274
Sound Income Strategies
Florida
$13K
TWA
275
TCI Wealth Advisors
Arizona
$11K -$71 -1 -0.6%