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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
5001
BFA
BMS Financial Advisors
South Dakota
$1.46M +$368K 2 1.02% Increased
5002
WCM
Wallace Capital Management
Texas
$1.46M $0 1 0.24% Maintained
5003
Cowen and Company
Cowen and Company
New York
$1.45M +$1.2M 3 0.14% Increased
5004
CNBT
Cornerstone National Bank & Trust
Illinois
$1.45M +$97.9K 2 0.8% Increased
5005
HG
Harbor Group
New Hampshire
$1.45M -$13.8K 1 1.06% Reduced
5006
TC
Tacita Capital
Ontario, Canada
$1.45M +$413K 4 1.12% Increased
5007
CAG
Compass Advisory Group
New York
$1.45M -$106K 2 0.81% Reduced
5008
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.44M -$180M 2 0.02% Reduced
5009
KL
KWMG LLC
Kansas
$1.43M -$56.2K 1 0.22% Reduced
5010
DP
Divergent Planning
Maryland
$1.43M -$55.6K 1 1.05% Reduced
5011
ACK
Andrew C. Karlinski
$1.42M -$43.5K 3 2.16% Reduced
5012
CA
Crane Advisory
California
$1.42M +$1.6M 2 0.73% New
5013
RF
RHS Financial
California
$1.42M -$180K 2 1.26% Reduced
5014
SWM
Sanctuary Wealth Management
Idaho
$1.42M -$827K 2 1.84% Reduced
5015
ACM
Atalaya Capital Management
New York
$1.42M -$6.16M 1 0.19% Reduced
5016
HPWM
High Pines Wealth Management
Massachusetts
$1.41M +$162K 2 2.7% Increased
5017
IPW
Intergy Private Wealth
Colorado
$1.41M +$155K 1 1% Increased
5018
HLOC
H.L. Ormond & Company
North Carolina
$1.41M +$201K 2 2.27% Increased
5019
BC
Barnett & Company
Tennessee
$1.41M $0 3 1.25% Maintained
5020
FSWA
Financial Synergies Wealth Advisors
Texas
$1.41M -$1.56K 8 0.24% Reduced
5021
EPP
ETF Portfolio Partners
Kansas
$1.4M $0 1 0.62% Maintained
5022
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$1.4M -$1.15M 4 0.38% Reduced
5023
BFS
Beacon Financial Strategies
North Carolina
$1.4M $0 2 1.34% Maintained
5024
WCM
Westerly Capital Management
California
$1.4M +$1.21M 1 1.25% Increased
5025
AFG
Affinia Financial Group
Massachusetts
$1.4M -$31.7K 1 1.57% Reduced