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SouthState Bank Corp
SSB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
501
Keating Financial Advisory Services
Kansas
$5.69K – – –
BWA
502
Basecamp Wealth Advisors
Washington
$5.5K +$675 +7 +15%
BIA
503
Bell Investment Advisors
California
$5K – – –
APFP
504
Action Point Financial Planning
Michigan
$5K +$5.01K +52 New
MB
505
MidFirst Bank
Oklahoma
$4.7K – – –
JWM
506
JPL Wealth Management
Colorado
$4.5K +$1.45K +15 +50%
NSIM
507
North Star Investment Management
Illinois
$4.4K – – –
SGFG
508
Silver Grove Financial Group
New York
$4.4K +$4.24K +44 New
S
509
Sachetta
Massachusetts
$3.8K +$3.66K +38 New
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$3.7K +$3.57K +37 New
RWM
511
Rialto Wealth Management
New York
$3.3K +$1.16K +12 +57%
RF
512
Rossby Financial
Florida
$3.2K +$193 +2 +7%
IW
513
Imprint Wealth
South Carolina
$3K – – –
CCMI
514
Creative Capital Management Investments
California
$2.9K +$2.79K +29 New
TCM
515
TD Capital Management
Tennessee
$2.31K – – –
PWMG
516
Private Wealth Management Group
New Jersey
$2.3K – – –
CH
517
Cromwell Holdings
Wyoming
$2.3K +$675 +7 +44%
TM
518
Torren Management
California
$2.29K – – –
LFG
519
Larson Financial Group
Missouri
$2.1K +$1.64K +17 +425%
AW
520
Avion Wealth
Texas
$2K +$289 +3 +11%
CFM
521
Cornerstone Financial Management
Massachusetts
$2K +$482 +5 +33%
MAM
522
Marquette Asset Management
Minnesota
$1.9K – – –
BHWM
523
Bay Harbor Wealth Management
Maryland
$1.6K +$386 +4 +33%
SWAG
524
Spectrum Wealth Advisory Group
California
$1.6K +$1.54K +16 New
WB
525
Webster Bank
Connecticut
$1.6K +$1.54K +16 New
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