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SouthState Bank Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Summit Wealth Partners
Florida
$744K
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$725K +$31.7K +429 +5%
TPI
203
Trust Point Inc
Wisconsin
$722K +$631K +8,552 New
CCIA
204
Campbell & Co Investment Adviser
Maryland
$699K +$611K +8,280 New
SOADOR
205
State of Alaska Department of Revenue
Alaska
$693K -$60.2K -815 -9%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$661K -$54.5K -738 -9%
VI
207
Versor Investments
New York
$659K +$111K +1,500 +24%
SWA
208
SFMG Wealth Advisors
Texas
$650K
WPA
209
West Paces Advisors
Georgia
$608K
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$605K +$1.03K +14 +0.2%
IIC
211
Integrated Investment Consultants
Michigan
$585K +$5.61K +76 +1%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$572K
COI
213
Connable Office Inc
Michigan
$567K -$40.6K -550 -8%
SWM
214
SeaCrest Wealth Management
New York
$551K -$1.03K -14 -0.2%
TC
215
TwinBeech Capital
New York
$546K -$917K -12,423 -66%
SAM
216
Securian Asset Management
Minnesota
$544K
BDF
217
Black Diamond Financial
Maryland
$540K
AACP
218
Advantage Alpha Capital Partners
California
$531K +$464K +6,290 New
HC
219
Henshaw Capital
Massachusetts
$524K
TIAA Trust, National Association
220
TIAA Trust, National Association
North Carolina
$522K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$522K +$3.84K +52 +0.9%
PA
222
Profund Advisors
Maryland
$509K +$49.3K +668 +12%
BW
223
Bison Wealth
Georgia
$499K -$295 -4 -0.1%
PMG
224
ProVise Management Group
Florida
$492K +$369 +5 +0.1%
SSWM
225
Sheets Smith Wealth Management
North Carolina
$481K -$12.8K -173 -3%