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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
4051
GIM
Greenwich Investment Management
Connecticut
$880K +$751K 1 1.09% Increased
4052
AWM
Avondale Wealth Management
Texas
$877K +$682K 3 1.38% Increased
4053
DWA
Divergent Wealth Advisors
Utah
$875K -$500K 2 0.31% Reduced
4054
MAP
Milestone Advisory Partners
North Carolina
$871K -$118K 1 0.6% Reduced
4055
DACG
Donor Advised Charitable Giving
California
$870K $0 2 0.44% Maintained
4056
TAM
Trust Asset Management
Texas
$859K $0 2 0.22% Maintained
4057
CFA
Camarda Financial Advisors
Florida
$858K +$540K 2 4.34% Increased
4058
NI
Nuance Investments
Missouri
$850K +$844K 1 0.03% New
4059
MWC
MKD Wealth Coaches
Michigan
$847K +$137K 2 1.14% Increased
4060
HIC
Harvey Investment Company
Kentucky
$845K -$177K 1 0.17% Reduced
4061
SFSG
Sound Financial Strategies Group
Mississippi
$845K -$1.5M 2 0.58% Reduced
4062
PBF
Petix & Botte Financial
California
$842K +$112K 1 0.82% Increased
4063
MWC
MBM Wealth Consultants
Missouri
$838K -$105K 4 0.69% Reduced
4064
CNBT
Cornerstone National Bank & Trust
Illinois
$830K +$91K 2 0.75% Increased
4065
NISOA
National Investment Services of America
Wisconsin
$826K -$591K 3 1.31% Reduced
4066
CWM
Chicago Wealth Management
Illinois
$825K +$1.76K 1 0.97% Increased
4067
SL
Salomon & Ludwin
Virginia
$823K +$32.1K 5 0.21% Increased
4068
PCM
Polaris Capital Management
Massachusetts
$809K -$2.37M 1 0.05% Reduced
4069
HWM
HighMark Wealth Management
Minnesota
$806K +$47.6K 12 0.97% Increased
4070
RF
RHS Financial
California
$805K -$56.8K 1 1.08% Reduced
4071
SPFA
Summit Place Financial Advisors
New Jersey
$799K +$471K 1 1.71% Increased
4072
ZCM
Zebra Capital Management
Connecticut
$793K -$13.3K 4 1.28% Reduced
4073
WFWM
Wechter Feldman Wealth Management
New Jersey
$791K -$273K 2 1.93% Reduced
4074
RWG
Regal Wealth Group
California
$790K -$82.4K 7 0.77% Reduced
4075
ACM
Armbruster Capital Management
New York
$783K -$438K 1 0.37% Reduced