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Super Micro Computer
SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
701
CBIZ Investment Advisory Services
Ohio
$1.38K -$823 -20 -30%
CA
702
Crewe Advisors
Utah
$1.32K +$618 +15 +50%
MSFP
703
Mark Sheptoff Financial Planning
Connecticut
$1.29K – – –
SIC
704
SJS Investment Consulting
Ohio
$1.23K +$1.73K +42 New
SC
705
SouthState Corp
Florida
$1.17K +$618 +15 +60%
UFPG
706
United Financial Planning Group
New York
$1.14K +$1.61K +39 New
QWM
707
Quaker Wealth Management
New Jersey
$1.05K -$206 -5 -12%
BCWM
708
Ball & Co Wealth Management
Tennessee
$1K – – –
MPW
709
MASECO Private Wealth
$936 – – –
TWD
710
True Wealth Design
Ohio
$908 +$618 +15 +94%
LGWM
711
Litman Gregory Wealth Management
California
$879 +$1.24K +30 New
SHIM
712
Stone House Investment Management
Pennsylvania
$878 -$2.88K -70 -70%
CJ
713
Caitlin John
Michigan
$878 – – –
MTIC
714
Missouri Trust & Investment Company
Missouri
$878 – – –
FW
715
Fairway Wealth
Ohio
$878 +$1.24K +30 New
MCA
716
McGuire Capital Advisors
Oklahoma
$878 +$1.24K +30 New
IAS
717
IMA Advisory Services
Colorado
$819 +$1.15K +28 New
CWP
718
Clark Wealth Partners
Illinois
$732 – – –
YAL
719
Your Advocates Ltd
Texas
$732 – – –
TFA
720
Transamerica Financial Advisors
Florida
$702 +$124 +3 +14%
CPG
721
Cornerstone Planning Group
New Jersey
$655 +$206 +5 +31%
HFS
722
Hughes Financial Services
Virginia
$644 -$371 -9 -29%
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$644 +$906 +22 New
BL
724
BFSG LLC
California
$586 – – –
BGAI
725
Bruce G. Allen Investments
Colorado
$585 +$165 +4 +25%
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