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SouthState Bank Corp
SSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$6.29K +$1.06K +11 +21%
JWA
502
JFS Wealth Advisors
Pennsylvania
$5.99K +$289 +3 +5%
KFI
503
Key Financial Inc
Pennsylvania
$5.79K – – –
KFAS
504
Keating Financial Advisory Services
Kansas
$5.69K – – –
BWA
505
Basecamp Wealth Advisors
Washington
$5.5K +$675 +7 +15%
BIA
506
Bell Investment Advisors
California
$5K – – –
APFP
507
Action Point Financial Planning
Michigan
$5K +$5.01K +52 New
MB
508
MidFirst Bank
Oklahoma
$4.7K – – –
JWM
509
JPL Wealth Management
Colorado
$4.5K +$1.45K +15 +50%
NSIM
510
North Star Investment Management
Illinois
$4.4K – – –
SGFG
511
Silver Grove Financial Group
New York
$4.4K +$4.24K +44 New
S
512
Sachetta
Massachusetts
$3.8K +$3.66K +38 New
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$3.7K +$3.57K +37 New
RWM
514
Rialto Wealth Management
New York
$3.3K +$1.16K +12 +57%
RF
515
Rossby Financial
Florida
$3.2K +$193 +2 +7%
IW
516
Imprint Wealth
South Carolina
$3K – – –
CCMI
517
Creative Capital Management Investments
California
$2.9K +$2.79K +29 New
TCM
518
TD Capital Management
Tennessee
$2.31K – – –
PWMG
519
Private Wealth Management Group
New Jersey
$2.3K – – –
CH
520
Cromwell Holdings
Wyoming
$2.3K +$675 +7 +44%
TM
521
Torren Management
California
$2.29K – – –
LFG
522
Larson Financial Group
Missouri
$2.1K +$1.64K +17 +425%
AW
523
Avion Wealth
Texas
$2K +$289 +3 +11%
CFM
524
Cornerstone Financial Management
Massachusetts
$2K +$482 +5 +33%
MAM
525
Marquette Asset Management
Minnesota
$1.9K – – –
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