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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
6601
KCAM
Kagan Cocozza Asset Management
New Jersey
$696K +$653K 2 0.58% New
6602
CWM
Capital Wealth Management
Rhode Island
$695K +$471 1 0.3% Increased
6603
MHB
Midwest Heritage Bank
Iowa
$690K -$15.1K 2 0.32% Reduced
6604
DMKJ
David M. Knott Jr
$690K $0 2 0.25% Maintained
6605
IA
IFS Advisors
Kansas
$689K +$218K 5 0.54% Increased
6606
BHWM
Bay Harbor Wealth Management
Maryland
$684K +$7.49K 4 0.22% Increased
6607
LCM
Lunt Capital Management
Utah
$675K -$12.3K 1 0.26% Reduced
6608
NPAN
Northeast Planning Associates NH
New Hampshire
$673K +$633K 1 0.7% New
6609
BAWM
Bennett Associates Wealth Management
Pennsylvania
$671K +$629K 2 0.56% New
6610
RWM
Rolek Wealth Management
Pennsylvania
$671K +$632K 1 0.53% New
6611
SI
Schusterman Interests
Oklahoma
$671K $0 1 1.6% Maintained
6612
FVCM
F&V Capital Management
Florida
$670K -$4.58K 2 0.18% Reduced
6613
SIA
Stegner Investment Associates
Kentucky
$664K +$6.36K 1 0.44% Increased
6614
FC
Family CFO
California
$654K +$140K 4 0.36% Increased
6615
AFA
Atlas Financial Advisors
California
$649K -$665K 2 1.01% Reduced
6616
DWA
Davis Wealth Advisors
New Hampshire
$646K +$608K 1 0.71% New
6617
EFG
Erickson Financial Group
Pennsylvania
$643K $0 1 0.46% Maintained
6618
LAM
Longboard Asset Management
Arizona
$642K +$612K 3 1.7% New
6619
PCM
Peirce Capital Management
Texas
$641K $0 2 0.33% Maintained
6620
PMIA
Patrick Mauro Investment Advisor
Illinois
$641K +$1.32K 1 0.37% Increased
6621
RCM
Richardson Capital Management
Wisconsin
$640K +$46.1K 3 0.41% Increased
6622
TF
Tandem Financial
Colorado
$640K +$598K 3 0.68% New
6623
FAG
Financial Architects (Georgia)
Georgia
$637K -$40.1K 1 0.41% Reduced
6624
PWP
Parkwoods Wealth Partners
New York
$634K +$22.3K 3 0.5% Increased
6625
SIM
SummerHaven Investment Management
Connecticut
$634K $0 1 0.39% Maintained