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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
4026
BFWA
Benchmark Financial Wealth Advisors
Florida
$15.1M -$392K 5 3.71% Reduced
4027
PWA
Provenance Wealth Advisors
Florida
$15M +$636K 14 1.43% Increased
4028
BP
BWM Planning
Texas
$15M +$870K 2 3.49% Increased
4029
KSB
Kennebec Savings Bank
Maine
$15M -$144K 5 12.06% Reduced
4030
AWM
Abound Wealth Management
Tennessee
$15M -$1.66M 31 2.98% Reduced
4031
HFAS
Hummer Financial Advisory Services
Illinois
$15M $0 5 9.88% Maintained
4032
EL
Essex LLC
Illinois
$15M -$555K 4 2.28% Reduced
4033
SA
SAM Advisors
California
$15M +$295K 4 4.1% Increased
4034
EA
Eclectic Associates
California
$15M -$250K 3 1.71% Reduced
4035
CCM
Connective Capital Management
California
$15M -$4.65M 6 10.56% Reduced
4036
CBT
CoreFirst Bank & Trust
Kansas
$15M -$506K 4 7.45% Reduced
4037
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$15M +$244K 1 1.88% Increased
4038
MWP
MYCIO Wealth Partners
Pennsylvania
$15M -$2.91M 1 2.8% Reduced
4039
II
INCA Investments
Florida
$15M +$2.31M 1 4.24% Increased
4040
CE
Cornerstone Enterprises
Wisconsin
$15M -$514K 4 6.83% Reduced
4041
GCL
Gouws Capital LLC
North Carolina
$15M +$69.3K 2 6.96% Increased
4042
FWM
Foguth Wealth Management
Michigan
$15M +$379K 4 1.7% Increased
4043
ABLA
Alan B. Lancz & Associates
Ohio
$14.9M +$59.4K 6 12.99% Increased
4044
BDF
Black Diamond Financial
Maryland
$14.9M +$102K 3 1.32% Increased
4045
LC
LCNB Corp
Ohio
$14.9M -$218K 5 4.58% Reduced
4046
RI
Ruggiero Investments
Florida
$14.9M -$213K 4 12.58% Reduced
4047
Advance Capital Management
Advance Capital Management
Michigan
$14.9M +$1.41M 4 0.48% Increased
4048
BFA
Brown Financial Advisors
Ohio
$14.9M -$1.29M 5 5.2% Reduced
4049
EAP
Elevation Advisory Partners
Florida
$14.9M +$200K 4 15.23% Increased
4050
FWM
FFT Wealth Management
Pennsylvania
$14.9M -$10.9M 3 2.33% Reduced