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SouthState Bank Corp

Name Holding Trade Value Shares
Change
Change in
Stake
COI
201
Connable Office Inc
Michigan
$489K
Corient Private Wealth
202
Corient Private Wealth
Florida
$489K -$33.5K -465 -6%
WPA
203
West Paces Advisors
Georgia
$485K
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$482K
IIC
205
Integrated Investment Consultants
Michigan
$461K +$1.3K +18 +0.3%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$456K
AWM
207
AE Wealth Management
Kansas
$453K -$11.4K -158 -2%
ONB
208
Old National Bancorp
Indiana
$452K +$8.58K +119 +2%
PFO
209
Pathstone Family Office
New Jersey
$450K +$191K +2,651 +66%
SWM
210
SeaCrest Wealth Management
New York
$450K +$1.59K +22 +0.3%
Man Group
211
Man Group
United Kingdom
$442K -$542K -7,513 Closed
SAM
212
Securian Asset Management
Minnesota
$434K -$23.5K -326 -5%
BDF
213
Black Diamond Financial
Maryland
$430K
TI
214
Tidal Investments
Wisconsin
$429K -$8.65K -120 -2%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$427K -$502K -6,964 -52%
VI
216
Versor Investments
New York
$424K +$454K +6,300 New
HC
217
Henshaw Capital
Massachusetts
$418K +$167K +2,319 +60%
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$417K +$446K +6,186 New
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$407K +$5.91K +82 +1%
BW
220
Bison Wealth
Georgia
$398K
WAOTB
221
Wealth Advisors of Tampa Bay
Florida
$395K +$423K +5,870 New
SSWM
222
Sheets Smith Wealth Management
North Carolina
$395K +$12.3K +171 +3%
CCM
223
Cullen Capital Management
New York
$392K +$102K +1,410 +32%
PMG
224
ProVise Management Group
Florida
$392K +$288 +4 +0.1%
MA
225
Minerva Advisors
Pennsylvania
$381K