Southstate BankSSB

13F holders, Q1 2024 (March 31)
364holders
7famous investors
$85.02avg. 13F price*

At the end of Q1 2024, 364 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings. The largest holders were BlackRock Inc. ($804.8M), Vanguard Group Inc. ($713.8M) and T. Rowe Price Investment Management, Inc. ($340.1M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Southstate Bank Corp.
CUSIP
840441109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 364Q1 2024Q2 2024: 376Q2 2024Q3 2024: 385Q3 2024Q4 2024: 419Q4 2024Q1 2025: 456Q1 2025Q2 2025: 483Q2 2025Q3 2025: 40Q3 2025Q4 2025: 6Q4 2025Q1 2026: 8Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions29$15.1M
Exits22$22.8M

Ownership 364 holders

BlackRock Inc. 0.02% Reduce -0.4% 9,464,948 $804.8M
Vanguard Group Inc. 0.01% Reduce -0.6% 8,394,135 $713.8M
T. Rowe Price Investment Management, Inc. 0.21% Add +1.5% 4,000,260 $340.1M
State Street Corp. 0.01% Reduce -2.9% 3,508,538 $298.3M
Dimensional Fund Advisors LP 0.07% Add +2.6% 2,956,997 $251.4M
Victory Capital Management Inc. 0.23% Reduce -1.2% 2,757,197 $234.4M
Franklin Resources Inc. 0.05% Reduce -10.8% 1,968,891 $167.4M
Geode Capital Management, LLC 0.01% Add +3.1% 1,714,849 $145.8M
American Century Companies Inc. 0.09% Reduce -4.0% 1,646,336 $140.0M
Morgan Stanley 0.01% Reduce -9.3% 1,498,445 $127.4M
Earnest Partners LLC 0.57% Reduce -2.4% 1,453,453 $123.6M
Wellington Management Group LLP 0.02% Reduce -7.2% 1,327,081 $112.8M
Allspring Global Investments Holdings, LLC 0.15% Add +0.5% 1,123,353 $95.5M
Northern Trust Corp. 0.01% Reduce -9.5% 996,711 $84.8M
Bank of New York Mellon Corp 0.02% Reduce -11.1% 993,300 $84.5M
Macquarie Group Ltd. 0.09% Reduce -2.8% 933,586 $79.4M
Norges Bank 0.01% Reduce -3.1% 866,206 $73.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -15.8% 846,577 $72.0M
Channing Capital Management, LLC 1.93% Reduce -0.2% 845,263 $71.9M
Manufacturers Life Insurance Company, The 0.06% Reduce -2.0% 706,553 $60.1M
Fisher Asset Management 0.03% Reduce -10.9% 690,268 $58.7M
Silvercrest Asset Management Group LLC 0.37% Reduce -13.3% 648,670 $55.2M
Segall Bryant & Hamill, LLC 1.02% Add +0.3% 638,087 $54.3M
Goldman Sachs Group Inc. 0.01% Reduce -12.3% 635,733 $54.1M
Nuveen Asset Management, LLC 0.02% Reduce -1.2% 623,339 $53.0M
Capital World Investors 0.01% No change 620,510 $52.8M
Capital International Investors 0.01% No change 596,520 $50.7M
Fenimore Asset Management Inc 1.05% Reduce -2.4% 583,039 $49.6M
Schroder Investment Management Group 0.05% Reduce -8.3% 498,870 $42.4M
Select Equity Group, L.P. 0.14% Reduce -6.4% 472,201 $40.2M
JPMorgan Chase & Co. 0.00% Add +0.8% 443,555 $37.7M
Bank of America Corp. 0.00% Add +8.5% 436,241 $37.1M
Millennium Management 0.03% Reduce -28.8% 417,212 $35.5M
Invesco Ltd. 0.01% Add +2.8% 403,859 $34.3M
Holocene Advisors, LP 0.11% Add +615.0% 355,076 $30.2M
Jupiter Asset Management Ltd. 0.29% Add +270.2% 353,700 $30.1M
Kennedy Capital Management LLC 0.59% Reduce -8.3% 338,661 $28.8M
Principal Financial Group Inc. 0.02% Add +14.6% 325,421 $27.7M
New York State Common Retirement Fund 0.04% Reduce -1.9% 319,866 $27.2M
Regions Financial Corp. 0.20% No change 315,881 $26.9M
Boston Partners 0.03% Reduce -27.8% 308,190 $25.9M
Tributary Capital Management, LLC 1.91% Reduce -1.6% 274,202 $23.3M
Rhumbline Advisers 0.02% Add +0.8% 262,526 $22.3M
Sei Investments Co. 0.03% Reduce -2.5% 258,755 $22.0M
Fort Washington Investment Advisors Inc. 0.13% Add +9.3% 238,449 $20.3M
Point72 Asset Management 0.05% Add +46.5% 214,522 $18.2M
Loomis Sayles & Co. L P 0.02% Add +0.9% 196,268 $16.7M
Barclays PLC 0.01% Reduce -17.6% 187,888 $16.0M
Private Management Group Inc. 0.57% Reduce -29.7% 177,665 $15.1M
Mesirow Institutional Investment Management, Inc. 1.30% Reduce -0.1% 171,490 $14.6M
Truist Financial Corp. 0.02% Reduce -4.6% 166,987 $14.2M
Alliancebernstein L.P. 0.01% Reduce -0.7% 165,428 $14.1M
Ceredex Value Advisors LLC 0.24% Reduce -16.6% 159,615 $13.6M
Bessemer Group Inc. 0.02% Add +7.1% 159,277 $13.5M
Penn Capital Management Company, LLC 1.19% Reduce -10.0% 157,237 $13.4M
California Public Employees Retirement System 0.01% Add +1.2% 155,596 $13.2M
Swiss National Bank 0.01% Add +0.3% 150,137 $12.8M
Envestnet Asset Management Inc. 0.00% Add +3.7% 149,656 $12.7M
American International Group, Inc. 0.04% Reduce -1.8% 137,534 $11.7M
Ameriprise Financial Inc. 0.00% Reduce -0.8% 134,051 $11.4M
Wells Fargo & Company 0.00% Reduce -1.4% 129,439 $11.0M
Wedge Capital Management L L P 0.16% Reduce -10.0% 119,621 $10.2M
Legal & General Group Plc 0.00% Add +1.4% 114,797 $9.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +16.9% 107,982 $9.2M
Credit Suisse AG/ 0.01% Add +7.6% 104,951 $8.9M
Keeley-Teton Advisors, LLC 1.06% Reduce -2.1% 100,859 $8.6M
UBS Group AG 0.00% Add +781.3% 97,212 $8.3M
Rafferty Asset Management, LLC 0.03% Reduce -7.4% 96,322 $8.2M
Lanark Financial, Inc. 0.77% Reduce 0.0% 94,665 $8.1M
Retirement Systems of Alabama 0.03% Add +0.2% 95,443 $8.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 92,546 $7.9M
STRS Ohio 0.03% Reduce -5.0% 90,156 $7.7M
Citigroup Inc. 0.01% Add +15.1% 88,244 $7.5M
Comerica Bank 0.03% Reduce -8.1% 86,341 $7.3M
Prospector Partners LLC 0.86% Add +12.0% 86,257 $7.3M
Deutsche Bank AG 0.00% Reduce -17.8% 82,993 $7.1M
MetLife Investment Management, LLC 0.05% Reduce -2.8% 79,295 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Add +1.4% 78,788 $6.7M
Crawford Investment Counsel Inc. 0.12% Reduce -0.1% 78,533 $6.7M
California State Teachers Retirement System 0.01% Reduce -5.3% 76,096 $6.5M
Natixis Advisors, LLC 0.01% Add +5.4% 73,116 $6.2M
Ziegler Capital Management, LLC 0.23% Add +173.1% 72,662 $6.2M
First Trust Advisors LP 0.01% Reduce -9.3% 71,653 $6.1M
Synovus Financial Corp. 0.08% Reduce -8.4% 70,019 $6.0M
Federated Hermes, Inc. 0.01% Add +0.0% 69,227 $5.9M
Texas Permanent School Fund Corp. 0.04% Add +1.2% 66,519 $5.7M
Stifel Financial Corp. 0.01% Add +17.8% 57,325 $4.9M
Guggenheim Capital LLC 0.03% Reduce -15.9% 56,007 $4.8M
SouthState Bank Corp 0.36% Reduce -4.4% 54,561 $4.6M
GAMCO Investors 0.05% Add +2.8% 53,466 $4.5M
NFJ Investment Group, LLC 0.12% Reduce -5.1% 52,961 $4.5M
Basswood Capital Management, L.L.C. 0.26% No change 52,944 $4.5M
Russell Investments Group, Ltd. 0.01% Add +4.3% 52,398 $4.5M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -3.3% 51,991 $4.4M
Prudential PLC 0.04% Reduce -26.8% 51,388 $4.4M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 49,792 $4.2M
Citadel Advisors 0.00% New 49,596 $4.2M
Tudor Investment Corporation 0.05% Add +67.5% 47,535 $4.0M
State of Wisconsin Investment Board 0.01% Reduce -11.4% 47,149 $4.0M
CIBC Private Wealth Group LLC 0.01% Add +0.5% 47,119 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -3.6% 45,286 $3.9M
Hantz Financial Services, Inc. 0.07% Reduce -7.0% 43,656 $3.7M
TD Asset Management Inc 0.00% Add +2.4% 42,486 $3.6M
BNP Paribas Financial Markets 0.00% Add +82.5% 42,345 $3.6M
Thrivent Financial for Lutherans 0.01% Add +2.9% 41,355 $3.5M
Amalgamated Bank 0.03% Reduce -9.3% 39,828 $3.4M
Martin & Co. Inc. 0.81% Add +0.4% 39,000 $3.3M
Curi Capital, LLC 0.07% Reduce -11.7% 37,430 $3.2M
Maltese Capital Management LLC 0.58% Add +45.0% 35,100 $3.0M
State of New Jersey Common Pension Fund D 0.01% No change 34,869 $3.0M
Royal Bank of Canada 0.00% Reduce -38.8% 34,821 $3.0M
Beacon Pointe Advisors, LLC 0.03% Reduce -0.4% 34,693 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -2.3% 34,521 $2.9M
Janus Henderson Group PLC 0.00% Reduce 0.0% 34,212 $2.9M
Salzhauer Michael 2.28% No change 33,489 $2.8M
Prudential Financial Inc. 0.00% Reduce -12.9% 32,998 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -54.4% 32,731 $2.8M
Fifth Third Wealth Advisors LLC 0.43% New 32,393 $2.8M
Red Spruce Capital, LLC 1.19% Add +2.0% 30,070 $2.6M
Hunter Perkins Capital Management, LLC 0.52% Reduce -3.9% 29,930 $2.5M
Advisory Research Inc. 0.49% Add +2.4% 28,780 $2.4M
Independent Advisor Alliance 0.09% No change 28,350 $2.4M
First National Bank of Omaha 0.16% Reduce -26.5% 25,625 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -6.2% 32,522 $2.4M
Van Eck Associates Corp. 0.00% Add +36.5% 26,757 $2.3M
Petiole USA ltd 1.71% No change 25,715 $2.2M
HBK Sorce Advisory LLC 0.08% Add +1.6% 25,463 $2.2M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 24,656 $2.1M
Voya Investment Management LLC 0.00% Reduce -18.9% 24,510 $2.1M
Ameritas Investment Partners, Inc. 0.07% No change 24,508 $2.1M
Cyndeo Wealth Partners, LLC 0.17% Add +15.3% 24,219 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -13.2% 22,093 $1.9M
Oppenheimer Asset Management Inc. 0.03% Reduce -12.6% 22,057 $1.9M
Louisiana State Employees Retirement System 0.04% Add +2.3% 21,900 $1.9M
Raymond James & Associates 0.00% Add +7.8% 21,217 $1.8M
Arizona State Retirement System 0.01% Reduce -1.6% 20,904 $1.8M
SG Americas Securities, LLC 0.01% Reduce -8.3% 19,266 $1.6M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.6% 19,136 $1.6M
Janney Montgomery Scott LLC 0.00% Add +107.4% 19,006 $1.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -12.6% 18,751 $1.6M
Jane Street Group, LLC 0.00% Reduce -73.9% 18,735 $1.6M
State of Michigan Retirement System 0.01% Add +2.8% 18,700 $1.6M
Anchor Investment Management, LLC 0.17% Add +2.4% 18,582 $1.6M
Continental Advisors LLC 1.25% No change 18,512 $1.6M
Montag A & Associates Inc. 0.08% Add +0.1% 18,313 $1.6M
ProShare Advisors LLC 0.00% Add +4.7% 17,398 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -0.0% 17,336 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 16,953 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 16,813 $1.4M
Captrust Financial Advisors 0.01% Reduce -54.2% 16,457 $1.4M
Waverly Advisors, LLC 0.03% Reduce -0.3% 16,402 $1.4M
LPL Financial LLC 0.00% Reduce -6.2% 16,203 $1.4M
HB Wealth Management, LLC 0.02% Reduce -7.9% 15,965 $1.4M
Laurel Wealth Advisors LLC 0.23% No change 15,749 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -3.1% 15,634 $1.3M
New Mexico Educational Retirement Board 0.05% No change 15,500 $1.3M
Greenleaf Trust 0.01% Add +0.1% 15,191 $1.3M
State of Tennessee, Department of Treasury 0.00% No change 15,100 $1.3M
Polaris Capital Management, LLC 0.06% No change 14,761 $1.3M
Donald L. Hagan, LLC 0.66% No change 14,734 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.6% 14,408 $1.2M
Cwm, LLC 0.01% Reduce -8.3% 14,257 $1.2M
Forest Hill Capital, LLC 1.02% Reduce -84.3% 14,000 $1.2M
Trust Point Inc. 0.09% Add +55.0% 13,251 $1.1M
Cerity Partners LLC 0.00% New 13,117 $1.1M
New York State Teachers Retirement System 0.00% Add +5.0% 12,500 $1.1M
Spirepoint Private Client, LLC 0.16% — 12,350 $1.1M
Creative Planning 0.00% Add +18.5% 12,140 $1.0M
Investors Research Corp 0.24% No change 12,084 $1.0M
Handelsbanken Fonder AB 0.00% No change 12,058 $1.0M
Signaturefd, LLC 0.02% Reduce -0.1% 11,860 $1.0M
AQR Capital Management 0.00% Add +6.2% 11,674 $984K
Concourse Financial Group Securities, Inc. 0.06% Reduce -0.0% 11,451 $974K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 11,333 $964K
InterOcean Capital Group, LLC 0.02% Reduce -11.6% 11,330 $963K
Huber Capital Management LLC 0.22% No change 11,293 $960K
HighTower Advisors, LLC 0.00% Add +6.2% 11,066 $942K
Xponance LLC 0.01% Reduce -2.1% 10,952 $931K
Pitcairn Co. 0.06% Reduce -4.7% 10,823 $920K
Corient Private Wealth LP 0.00% Reduce -3.8% 10,759 $915K
Teacher Retirement System of Texas 0.01% Reduce -7.8% 10,268 $873K
State Board of Administration of Florida Retirement System 0.00% Reduce -60.1% 12,243 $872K
Campbell & CO Investment Adviser LLC 0.07% Add +22.2% 10,121 $861K
Foundations Investment Advisors, LLC 0.02% Add +0.1% 10,042 $854K
Burkett Financial Services, LLC 0.44% Add +0.6% 9,936 $845K
LBMC Investment Advisors, LLC 0.07% No change 9,902 $842K
Moody National Bank Trust Division 0.07% No change 9,845 $837K
Keybank National Association 0.00% Reduce -2.5% 9,825 $835K
Pathstone Holdings, LLC 0.00% Add +7.5% 9,802 $833K
Concurrent Investment Advisors, LLC 0.03% Add +0.3% 9,747 $829K
Commonwealth Equity Services, LLC 0.00% Reduce -1.4% 9,613 $817K
Occudo Quantitative Strategies LP 0.14% New 9,592 $816K
Gabelli Funds LLC 0.01% No change 9,420 $801K
Pictet Asset Management Holding SA 0.00% Add +9.3% 9,380 $798K
Brown Brothers Harriman & Co. 0.01% Reduce -6.1% 9,360 $796K
LPF Advisors LLC 0.80% No change 9,348 $795K
Teton Advisors, Inc. 0.28% No change 8,900 $757K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.5% 8,864 $754K
Summit Wealth Partners, LLC 0.16% No change 8,805 $749K
Salem Investment Counselors Inc. 0.02% Reduce -1.4% 8,759 $745K
Walleye Capital LLC 0.01% New 8,636 $734K
State of Alaska, Department of Revenue 0.01% No change 8,217 $698K
HSBC Holdings PLC 0.00% Add +118.0% 7,827 $668K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.1% 7,834 $666K
Sfmg, LLC 0.06% No change 7,700 $655K
PNC Financial Services Group, Inc. 0.00% Reduce -20.4% 7,367 $626K
West Paces Advisors Inc. 0.16% No change 7,200 $612K
Mercer Global Advisors Inc. 0.00% Reduce -0.7% 7,119 $607K
SageView Advisory Group, LLC 0.03% New 10,339 $598K
FinTrust Capital Advisors, LLC 0.11% Reduce -40.1% 6,886 $586K
Connable Office Inc. 0.07% Add +2.3% 6,865 $584K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 6,808 $579K
XTX Topco Ltd 0.08% New 6,775 $576K
SeaCrest Wealth Management, LLC 0.07% No change 6,665 $567K
Hancock Whitney Corp. 0.02% New 6,634 $564K
Entropy Technologies, LP 0.06% New 6,608 $562K
Integrated Investment Consultants, LLC 0.15% Reduce -4.8% 6,594 $561K
Lummis Asset Management, LP 0.75% Reduce -30.9% 6,586 $560K
Graham Capital Management, L.P. 0.03% New 6,425 $546K
Black Diamond Financial, LLC 0.15% No change 6,391 $540K
Henshaw Capital LLC 0.02% No change 6,210 $528K
Securian Asset Management, Inc. 0.02% Reduce -3.5% 6,209 $528K
Tiaa Trust, National Association 0.00% Add +0.1% 6,189 $526K
Bison Wealth, LLC 0.08% No change 5,905 $502K
ProVise Management Group, LLC 0.04% Add +0.1% 5,825 $495K
Sheets Smith Wealth Management 0.05% Add +0.1% 5,693 $484K
Minerva Advisors LLC 0.29% No change 5,661 $481K
James Investment Research, Inc. 0.06% Add +0.0% 5,657 $481K
Cutler Capital Management, LLC 0.23% Add +0.6% 5,654 $481K
Profund Advisors LLC 0.02% Reduce -6.5% 5,633 $479K
Cambridge Investment Research Advisors, Inc. 0.00% No change 5,418 $461K
US Bancorp \de 0.00% Add +7.1% 5,348 $455K
Cullen Capital Management, LLC 0.01% Add +3.8% 5,326 $453K
NJ State Employees Deferred Compensation Plan 0.05% No change 5,000 $425K
Ingalls & Snyder LLC 0.02% Reduce -0.6% 4,965 $422K
Cornerstone Management, Inc. 0.09% No change 4,920 $418K
J.W. Cole Advisors, Inc. 0.02% New 4,940 $418K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.7% 4,904 $417K
First City Capital Management, Inc. 0.23% Reduce -3.1% 4,801 $408K
NewEdge Advisors, LLC 0.00% Add +6.4% 4,764 $405K
Cetera Investment Advisers 0.00% New 4,711 $401K
Advantage Alpha Capital Partners LP 0.08% Reduce -25.3% 4,699 $400K
First National Advisers, LLC 0.09% New 4,582 $390K
Crossmark Global Holdings, Inc. 0.01% Add +4.0% 4,570 $389K
Mariner, LLC 0.00% Add +6.0% 4,562 $388K
BIP Wealth, LLC 0.03% Reduce -11.8% 4,489 $382K
Greenwood Capital Associates LLC 0.05% Reduce -6.3% 4,479 $381K
World Investment Advisors 0.05% New 4,403 $374K
Family Asset Management, LLC 0.23% No change 4,280 $364K
Versor Investments LP 0.07% Reduce -46.1% 4,200 $357K
Orion Porfolio Solutions, LLC 0.00% Add +4.1% 4,085 $347K
Orion Portfolio Solutions, LLC 0.00% Add +4.1% 4,085 $347K
Elevation Point Wealth Partners, LLC 0.03% Reduce -0.5% 4,064 $346K
Metropolitan Life Insurance Co 0.01% Reduce -7.0% 4,000 $340K
Stonegate Investment Group, LLC 0.01% Reduce -1.2% 3,913 $333K
MML Investors Services, LLC 0.00% Reduce -0.9% 3,909 $332K
Firethorn Wealth Partners, LLC 0.19% Add +0.1% 3,851 $327K
FMR LLC 0.00% Add +12.9% 3,755 $319K
AlphaMark Advisors, LLC 0.11% Reduce -0.1% 3,605 $307K
Peachtree Investment Partners, LLC 0.12% No change 3,575 $304K
Hyman Charles D 0.02% No change 3,534 $300K
DAVENPORT & Co LLC 0.00% Reduce -18.9% 3,445 $293K
Bank of Montreal 0.00% Reduce -43.7% 3,419 $291K
Hudson Edge Investment Partners Inc. 0.06% Reduce -18.4% 3,416 $290K
Tidal Investments LLC 0.00% Reduce -18.4% 3,387 $288K
Mainsail Asset Management, LLC 0.23% Add +0.7% 3,363 $286K
Requisite Capital Management, LLC 0.06% No change 3,295 $280K
Shelton Capital Management 0.01% No change 3,273 $278K
Simplex Trading, LLC 0.01% New 3,246 $276K
Keyes, Stange & Wooten Wealth Management, LLC 0.24% No change 3,234 $275K
Baird Financial Group, Inc. 0.00% No change 3,214 $273K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -38.6% 3,211 $273K
King Luther Capital Management Corp. 0.00% No change 3,137 $267K
Sequoia Financial Advisors, LLC 0.00% New 3,128 $266K
Flagship Harbor Advisors, LLC 0.02% Reduce -9.6% 3,100 $264K
FourThought Financial Partners, LLC 0.03% Reduce -9.0% 3,086 $262K
Osaic Holdings, Inc. 0.00% Reduce -76.7% 3,083 $262K
Stephens Inc. 0.00% Reduce -3.4% 3,037 $258K
Heritage Wealth Management, LLC 0.13% Reduce -1.4% 3,007 $256K
Cresset Asset Management, LLC 0.00% Reduce -0.1% 2,975 $253K
Johnson Investment Counsel Inc. 0.00% Add +15.9% 2,842 $242K
Hanover Advisors Inc. 0.10% No change 2,780 $236K
Tower Research Capital LLC (TRC) 0.01% Reduce -83.7% 2,583 $220K
Chicago Partners Investment Group LLC 0.01% Add +0.3% 2,618 $209K
Mill Capital Management, LLC 0.02% No change 2,439 $207K
Wealth Advisors of Tampa Bay, LLC 0.10% Reduce -17.0% 2,435 $207K
Builder Investment Group Inc. 0.06% No change 2,422 $206K
Abacus Planning Group, Inc. 0.04% No change 2,399 $204K
Old National Bancorp 0.00% Reduce -31.7% 2,397 $204K
Caprock Group, LLC 0.01% New 2,393 $204K
Colonial Trust Advisors 0.02% Add +0.0% 2,381 $202K
Nisa Investment Advisors, LLC 0.00% No change 2,250 $191K
Central Pacific Bank - Trust Division 0.02% — 2,200 $183K
Harbor Capital Advisors, Inc. 0.02% New 2,077 $177K
Emerald Mutual Fund Advisers Trust 0.01% No change 1,820 $155K
KBC Group NV 0.00% Add +24.8% 1,671 $142K
Bfsg, LLC 0.02% Reduce -34.7% 1,653 $141K
Huntington National Bank 0.00% Add +9.8% 1,327 $113K
Caldwell Trust Co 0.01% No change 1,318 $112K
Global Retirement Partners, LLC 0.00% Add +0.4% 1,315 $112K
EverSource Wealth Advisors, LLC 0.01% Reduce -19.1% 1,324 $100K
Blue Trust, Inc. 0.00% Reduce -3.4% 1,170 $99K
First Horizon Advisors, Inc. 0.00% No change 919 $78K
Global Trust Asset Management, LLC 0.03% No change 900 $77K
Salomon & Ludwin, LLC 0.01% No change 887 $75K
CI Investments Inc. 0.00% Add +23.1% 838 $71K
IFP Advisors, Inc 0.00% Reduce -10.5% 822 $70K
Allworth Financial LP 0.00% Add +0.3% 770 $65K
Trust Co. of Vermont 0.00% No change 650 $55K
Spire Wealth Management 0.00% Reduce -45.5% 536 $46K
Knott David M Jr 0.02% Reduce -50.0% 534 $45K
Nomura Asset Management Co. Ltd. 0.00% Add +44.4% 520 $44K
Parkside Financial Bank & Trust 0.01% Reduce -11.2% 484 $41K
Sound Income Strategies, LLC 0.00% No change 480 $41K
Fifth Third Bancorp 0.00% Add +7.9% 410 $35K
Quadrant Capital Group LLC 0.00% No change 398 $34K
UMB Bank, n.a. 0.00% Add +7.2% 389 $33K
Oakworth Capital, Inc. 0.00% No change 378 $32K
Homestead Advisers Corp 0.00% No change 346 $29K
Parallel Advisors, LLC 0.00% Reduce -0.6% 320 $27K
Towne Trust Company, N.A 0.01% New 300 $26K
GAMMA Investing LLC 0.00% Reduce -3.8% 276 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 230 $20K
Pinnacle Financial Partners Inc 0.00% No change 176 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 164 $14K
Avior Wealth Management, LLC 0.00% New 164 $14K
Covestor Ltd 0.01% Reduce -51.7% 156 $13K
City State Bank 0.01% No change 150 $13K
Capital Advisors, Ltd. LLC 0.00% No change 152 $13K
Balefire, LLC 0.00% Add +72.2% 136 $12K
Meeder Asset Management Inc. 0.00% New 130 $11K
Carolinas Wealth Consulting LLC 0.00% Reduce -33.0% 122 $10K
Godsey & Gibb, Inc. 0.00% No change 120 $10K
Arax Advisory Partners 0.00% No change 97 $8K
Private Trust Co. NA 0.00% Reduce -8.1% 91 $8K
SOA Wealth Advisors, LLC. 0.00% No change 83 $7K
Principal Securities, Inc. 0.00% No change 81 $7K
HHM Wealth Advisors, LLC 0.00% No change 75 $6K
Key Financial Inc 0.00% No change 58 $5K
Fortitude Family Office, LLC 0.00% No change 57 $5K
First Financial Corp. 0.00% New 45 $4K
North Star Investment Management Corp. 0.00% Reduce -56.0% 44 $4K
Steward Partners Investment Advisory, LLC 0.00% Reduce -85.3% 44 $4K
Pacific Capital Wealth Advisors, Inc. 0.00% New 43 $4K
Bell Investment Advisors, Inc 0.00% No change 35 $3K
Farmers & Merchants Investments Inc. 0.00% No change 30 $3K
NFSG Corp 0.00% No change 24 $2K
Benjamin F. Edwards & Company, Inc. 0.00% New 23 $2K
Global Financial Private Client, LLC 0.00% No change 23 $2K
JFS Wealth Advisors, LLC 0.00% Add +40.0% 21 $2K
AlphaQuest LLC 0.00% New 17 $1K
SJS Investment Consulting Inc. 0.00% No change 17 $1K
Core Wealth Advisors, Inc. 0.00% No change 15 $1K
Versant Capital Management, Inc 0.00% No change 15 $1K
Geneos Wealth Management Inc. 0.00% New 15 $1K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -83.2% 15 $1K
Farther Finance Advisors, LLC 0.00% No change 15 $1K
Lindbrook Capital, LLC 0.00% No change 13 $1K
Smartleaf Asset Management LLC 0.00% New 12 $1K
Avion Wealth 0.00% New 6 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $681
MassMutual Private Wealth & Trust, FSB 0.00% No change 7 $595
Rothschild Investment LLC 0.00% New 5 $425
TFO Wealth Partners, LLC 0.00% No change 3 $255

"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.