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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
4151
GMA
Goldstein Munger & Associates
California
$830K $0 1 0.31% Maintained
4152
AWM
Altus Wealth Management
Kentucky
$828K +$191K 2 0.92% Increased
4153
DP
Denver PWM
Colorado
$825K +$389K 2 0.5% Increased
4154
PCI
Pacifica Capital Investments
Texas
$821K -$578K 1 0.41% Reduced
4155
JMG Financial Group
JMG Financial Group
Illinois
$816K -$615K 2 0.07% Reduced
4156
Scharf Investments
Scharf Investments
California
$812K -$743K 1 0.04% Reduced
4157
LWA
LWS Wealth Advisors
New Jersey
$808K -$120K 2 0.42% Reduced
4158
TWM
Trinity Wealth Management
Pennsylvania
$807K +$205K 2 1.12% Increased
4159
SWM
Shakespeare Wealth Management
Wisconsin
$794K +$3.1K 1 0.46% Increased
4160
GC
Gibson Capital
Pennsylvania
$792K -$2.79K 1 0.28% Reduced
4161
LSC
Lesa Sroufe & Co
Washington
$783K -$1.02M 2 1.04% Reduced
4162
SPFA
Summit Place Financial Advisors
New Jersey
$783K -$493K 1 1.24% Reduced
4163
LIM
Lancaster Investment Management
United Kingdom
$782K -$1.93M 1 1.15% Reduced
4164
SCA
Stuart Chaussee & Associates
California
$779K +$81.9K 4 0.41% Increased
4165
SHIM
Stone House Investment Management
Pennsylvania
$773K $0 1 0.39% Maintained
4166
LFG
LifePlan Financial Group
Ohio
$772K +$106K 7 0.35% Increased
4167
SCM
Salem Capital Management
Massachusetts
$766K $0 1 0.55% Maintained
4168
TWM
Tolleson Wealth Management
Texas
$757K $0 1 0.33% Maintained
4169
CPA
Cowen Prime Advisors
New York
$755K -$1.12M 4 0.43% Reduced
4170
PGCM
Prescott Group Capital Management
Oklahoma
$755K +$242K 2 0.37% Increased
4171
TWA
Tillar-Wenstrup Advisors
Ohio
$749K +$645K 2 0.45% New
4172
C1AG
Client 1st Advisory Group
Florida
$745K +$188K 2 0.62% Increased
4173
SWM
Southern Wealth Management
Texas
$745K +$244K 2 0.14% Increased
4174
CMA
Cedar Mountain Advisors
Oregon
$744K +$64K 8 0.32% Increased
4175
IWP
IAG Wealth Partners
Wisconsin
$737K -$39.7K 9 0.36% Reduced