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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
5226
TIM
Triad Investment Management
California
$816K -$807K 1 1.42% Reduced
5227
CFG
Compton Financial Group
Maryland
$815K $0 1 0.38% Maintained
5228
LWP
Laurel Wealth Planning
Minnesota
$815K -$127K 6 0.6% Reduced
5229
DCBT
Dakota Community Bank & Trust
North Dakota
$813K +$904K 4 5.64% New
5230
PA
Prism Advisors
California
$812K +$126K 1 0.33% Increased
5231
CI
CPR Investments
Michigan
$808K $0 1 1.04% Maintained
5232
JCIA
Jackson Creek Investment Advisors
Colorado
$808K -$48K 1 0.38% Reduced
5233
SJIA
St. James Investment Advisors
New York
$808K -$73.2K 4 1.76% Reduced
5234
RWG
Regal Wealth Group
California
$805K +$5.81K 1 0.62% Increased
5235
TWM
Trinity Wealth Management
Pennsylvania
$805K -$30.6K 1 0.64% Reduced
5236
FEM
Fulcrum Equity Management
Texas
$796K +$2.65K 2 0.67% Increased
5237
JRFS
James Reed Financial Services
Ohio
$795K $0 1 1.19% Maintained
5238
KAH
Kathryn A. Hall
$792K $0 1 0.33% Maintained
5239
LWA
LWS Wealth Advisors
New Jersey
$783K +$2.83K 1 0.3% Increased
5240
MFS
Mirabella Financial Services
United Kingdom
$778K -$5.27M 2 0.08% Reduced
5241
FA
Financial Advantage
Maryland
$777K $0 4 0.77% Maintained
5242
MCA
Maryland Capital Advisors
Maryland
$775K +$4.63K 5 0.81% Increased
5243
AP
AtonRa Partners
Switzerland
$773K -$940K 1 0.76% Reduced
5244
WFS
Walker Financial Services
Kentucky
$770K -$219K 2 0.72% Reduced
5245
LTL
Lowery Thomas LLC
California
$770K +$471 2 0.9% Increased
5246
Tenor Capital Management
Tenor Capital Management
New York
$768K -$14M 1 0.02% Reduced
5247
CCP
Cassia Capital Partners
North Carolina
$766K -$393K 2 0.7% Reduced
5248
Confluence Investment Management
Confluence Investment Management
Missouri
$761K -$189K 3 0.01% Reduced
5249
GP
Geneva Partners
Wisconsin
$756K -$3.69M 2 0.86% Reduced
5250
FF
Financial Futures
New Jersey
$754K -$33K 1 0.72% Reduced