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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
6626
OE
October Effect
Virginia
$1.9M -$1.57M 2 1.79% Reduced
6627
AFP
ATX Financial Planning
Texas
$1.9M +$185K 2 1.26% Increased
6628
CSIA
Carl Stuart Investment Advisor
Texas
$1.9M -$12.7K 2 0.76% Reduced
6629
HAP
Harbor Asset Planning
Massachusetts
$1.9M $0 5 1.42% Maintained
6630
RPG
Risk Paradigm Group
Texas
$1.89M +$252K 1 1.48% Increased
6631
CRA
Clear Retirement Advice
California
$1.89M -$750K 1 1.29% Reduced
6632
LW
Livet Wealth
Utah
$1.89M +$73K 3 1.09% Increased
6633
SAS
Spurstone Advisory Services
Connecticut
$1.89M -$95K 4 25.78% Reduced
6634
BHFP
Blom & Howell Financial Planning
California
$1.88M -$2.24K 3 1.57% Reduced
6635
DHC
Drum Hill Capital
Connecticut
$1.88M +$29.5K 2 1.92% Increased
6636
EFT
Envision Financial Transparency
North Carolina
$1.88M +$24.6K 2 1.6% Increased
6637
DFG
DiPaolo Financial Group
Florida
$1.87M +$141K 2 1.22% Increased
6638
JAA
Joel Adams & Associates
North Carolina
$1.87M $0 2 1.2% Maintained
6639
TFO
Timonier Family Office
North Carolina
$1.87M +$1.88M 2 0.53% New
6640
IWB
Innovative Wealth Building
Maryland
$1.87M -$185K 2 1.08% Reduced
6641
MAM
Mullooly Asset Management
New Jersey
$1.87M +$355K 2 0.57% Increased
6642
UIC
Uniplan Investment Counsel
Wisconsin
$1.86M +$918K 2 0.17% Increased
6643
CMMS
Comprehensive Money Management Services
Florida
$1.86M +$4.84K 2 1.17% Increased
6644
TR
Tepp RIA
New Jersey
$1.86M +$356K 2 1.26% Increased
6645
SFSG
Sound Financial Strategies Group
Mississippi
$1.86M -$215K 3 1.18% Reduced
6646
DWA
Delta Wealth Advisors
Indiana
$1.86M -$48.3K 2 1.33% Reduced
6647
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.86M +$1.71M 1 0.07% New
6648
SOWAS
Silver Oak Wealth Advisors Services
California
$1.86M -$57.2K 1 1.11% Reduced
6649
SFAM
Sawyer Falduto Asset Management
Illinois
$1.86M +$14.9K 6 1.52% Increased
6650
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.85M -$581K 2 0.04% Reduced