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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
4376
DA
DCF Advisers
Connecticut
$2.49M +$1.76M 2 1.03% Increased
4377
CWAF
Core Wealth Advisors (Florida)
Florida
$2.48M -$70.9K 7 2.22% Reduced
4378
TWP
Tower Wealth Partners
Pennsylvania
$2.47M +$2.29M 2 2.83% New
4379
AFM
Anson Funds Management
Texas
$2.47M -$1.97M 2 0.5% Reduced
4380
PWP
Personal Wealth Partners
Minnesota
$2.46M +$115K 6 1.15% Increased
4381
SC
Steph & Co
Wisconsin
$2.45M -$120K 4 1.87% Reduced
4382
SRCM
Swift Run Capital Management
Virginia
$2.43M +$155K 2 4.7% Increased
4383
NEGWA
New England Guild Wealth Advisors
Connecticut
$2.43M +$51.7K 2 1.44% Increased
4384
SWG
Summit Wealth Group
Vermont
$2.43M +$21.5K 2 1.52% Increased
4385
SMM
Stadion Money Management
Georgia
$2.42M $0 3 0.09% Maintained
4386
CG
Castellan Group
Kentucky
$2.42M +$2.38M 2 2.61% New
4387
HIC
Harvey Investment Company
Kentucky
$2.41M $0 3 0.34% Maintained
4388
PPWM
PFG Private Wealth Management
Florida
$2.38M +$25.6K 2 1.83% Increased
4389
AWM
Aprio Wealth Management
Georgia
$2.38M -$1.11M 2 1.57% Reduced
4390
HSWM
Hubbell Strickland Wealth Management
Louisiana
$2.38M -$28.1K 3 1.63% Reduced
4391
WFPG
Waller Financial Planning Group
Ohio
$2.38M +$104K 2 0.74% Increased
4392
KFS
Kelly Financial Services
Massachusetts
$2.37M +$82.9K 13 1.62% Increased
4393
PFA
Pathway Financial Advisors
Vermont
$2.37M -$118K 2 0.98% Reduced
4394
DC
Derby & Company
Massachusetts
$2.36M $0 2 0.59% Maintained
4395
CF
CNA Financial
Illinois
$2.35M +$177K 4 0.74% Increased
4396
AWM
Avondale Wealth Management
Texas
$2.35M +$170K 5 2.73% Increased
4397
CMP
Courage Miller Partners
Virginia
$2.35M +$689K 2 1.08% Increased
4398
CHM
Collaborative Holdings Management
New York
$2.35M +$1.71M 1 1.66% New
4399
GCM
Galibier Capital Management
Ontario, Canada
$2.34M +$433K 2 0.41% Increased
4400
WC
Walthausen & Co
New York
$2.33M -$5.91M 1 0.64% Reduced