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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
6101
PPWM
Premier Private Wealth Management
Florida
$3.61M +$146K 2 3.16% Increased
6102
AAS
Asset Allocation Strategies
Michigan
$3.61M +$40K 2 0.56% Increased
6103
SEA
Stegent Equity Advisors
Texas
$3.61M -$942K 3 2.58% Reduced
6104
GCP
Garda Capital Partners
Minnesota
$3.6M -$8.35M 1 1.26% Reduced
6105
JWM
Johnson Wealth Management
North Dakota
$3.6M -$176K 2 1.53% Reduced
6106
IIM
Ironwood Investment Management
Massachusetts
$3.6M +$1.3K 4 1.25% Increased
6107
TWM
TopTier Wealth Management
Wisconsin
$3.59M -$134K 3 2.17% Reduced
6108
SG
Sharper & Granite
California
$3.59M -$14.6K 2 1.11% Reduced
6109
LP
LB Partners
Virginia
$3.58M $0 2 2.44% Maintained
6110
MFC
Morris Financial Concepts
South Carolina
$3.58M +$28.1K 3 1.1% Increased
6111
NAM
Nutshell Asset Management
United Kingdom
$3.58M +$2.2M 1 1.19% Increased
6112
SCM
Saber Capital Management
North Carolina
$3.58M -$63.9K 2 2.43% Reduced
6113
NOI
Newton One Investments
Delaware
$3.58M +$327K 4 0.9% Increased
6114
HWM
HighMark Wealth Management
Minnesota
$3.57M -$53.5K 11 1.2% Reduced
6115
VCS
Vaughan & Co Securities
New Jersey
$3.57M -$52K 3 1.67% Reduced
6116
PWM
Provident Wealth Management
Tennessee
$3.57M +$577K 3 0.92% Increased
6117
GHI
Gross & Hartman Investments
Pennsylvania
$3.57M -$339K 3 1.58% Reduced
6118
FI
FWG Investments
Kentucky
$3.56M +$33.4K 4 1.89% Increased
6119
JBC
Jefferson Bridge Capital
Tennessee
$3.56M -$559K 1 3.09% Reduced
6120
LCM
LuminArx Capital Management
New York
$3.56M -$307K 0 – Closed
6121
RFP
Roth Financial Partners
Texas
$3.56M $0 2 1.06% Maintained
6122
HWA
Hilltop Wealth Advisors
North Carolina
$3.55M +$337K 3 1.75% Increased
6123
CFCS
CDM Financial Counseling Services
Connecticut
$3.54M -$272K 3 3.05% Reduced
6124
CAG
Carroll Advisory Group
Texas
$3.54M -$146K 3 1.16% Reduced
6125
CWM
Clearview Wealth Management
California
$3.52M -$2.57K 2 2.27% Reduced