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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
6051
MG
MilWealth Group
Wisconsin
$461K $0 3 0.15% Maintained
6052
FC
Family CFO
California
$459K -$43K 4 0.28% Reduced
6053
OFG
Orcam Financial Group
California
$453K $0 1 0.49% Maintained
6054
BCM
Basso Capital Management
Connecticut
$451K -$318K 1 0.41% Reduced
6055
NFP
NorthLanding Financial Partners
New York
$446K -$8.95K 1 0.47% Reduced
6056
AFC
Adaptive Financial Consulting
Ohio
$446K -$46.4K 1 0.19% Reduced
6057
PM
Pembroke Management
Quebec, Canada
$444K -$2.55M 1 0.06% Reduced
6058
APW
Axim Planning & Wealth
Ohio
$435K -$40.5K 2 0.52% Reduced
6059
MCM
MidAtlantic Capital Management
Virginia
$434K -$15.9K 4 0.36% Reduced
6060
BWA
Brave Warrior Advisors
New York
$425K -$91.9K 1 0.01% Reduced
6061
LSC
Logan Stone Capital
Illinois
$416K +$390K 1 0.11% New
6062
ETS
ESL Trust Services
New York
$406K +$86.3K 7 0.1% Increased
6063
BOCM
Bontempo Ohly Capital Management
Maryland
$406K $0 1 0.2% Maintained
6064
AF
Aegis Financial
Virginia
$403K $0 1 0.39% Maintained
6065
SigFig Wealth Management
SigFig Wealth Management
California
$401K $0 1 0.02% Maintained
6066
NRWA
North Ridge Wealth Advisors
Oregon
$400K +$355K 1 0.3% New
6067
DJFS
Dean Jacobson Financial Services
Texas
$394K $0 1 0.32% Maintained
6068
ARA
Alexander Randolph Advisory
Virginia
$393K $0 1 0.37% Maintained
6069
IA
IFS Advisors
Kansas
$390K $0 5 0.33% Maintained
6070
SRB
Shotwell Rutter Baer
Michigan
$384K +$346K 1 0.34% New
6071
MSA
Marathon Strategic Advisors
Pennsylvania
$382K -$32.8K 1 0.45% Reduced
6072
AM
Account Management
Massachusetts
$380K -$17.5K 1 0.43% Reduced
6073
SC
Schiavi & Co
Delaware
$368K -$7.83K 1 0.14% Reduced
6074
FWM
FMFE Wealth Management
New York
$366K $0 2 0.34% Maintained
6075
LFA
Livelsberger Financial Advisory
Ohio
$364K +$373 1 5.43% Increased