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Future of Education

Education technology delivers teaching, assessment, and credentials online, both to students and to employers retraining their staff. Public funding cycles and employer budgets drive it more than consumer demand does.

77 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1026
BHC
Bull Harbor Capital
Maryland
$526K +$501K 1 0.1% New
1027
MSR
Main Street Research
Connecticut
$523K $0 1 0.02% Maintained
1028
LWMI
Legacy Wealth Management (Idaho)
Idaho
$518K -$10.4K 1 0.21% Reduced
1029
MGI
Miller Global Investments
Texas
$507K $0 1 0.42% Maintained
1030
ATC
Argent Trust Co
Tennessee
$504K +$7.99K 1 0.01% Increased
1031
TA
Teton Advisors
New York
$502K $0 2 0.29% Maintained
1032
AWM
Atticus Wealth Management
Florida
$500K +$11.2K 1 0.12% Increased
1033
CFA
Collaborative Fund Advisors
Nevada
$496K -$444K 1 0.29% Reduced
1034
PCS
Personal CFO Solutions
New Jersey
$494K +$169K 2 0.07% Increased
1035
ACA
Atlas Capital Advisors
Wyoming
$487K $0 2 0.05% Maintained
1036
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$481K +$482K 1 0.29% New
1037
DRW Securities
DRW Securities
Illinois
$481K -$1.36M 1 0.01% Reduced
1038
SI
Stirlingshire Investments
New York
$480K +$515K 1 0.36% New
1039
HWAM
Hennion & Walsh Asset Management
New Jersey
$466K +$159K 1 0.01% Increased
1040
TCTC Holdings
TCTC Holdings
Texas
$466K $0 1 0.01% Maintained
1041
SW
SkyOak Wealth
Michigan
$462K +$10.4K 2 0.08% Increased
1042
SIC
Sterling Investment Counsel
New York
$462K +$1.12K 1 0.11% Increased
1043
Westwood Holdings Group
Westwood Holdings Group
Texas
$461K +$425K 1 0% New
1044
MCM
Massar Capital Management
Connecticut
$460K -$509K 1 0.04% Reduced
1045
OWA
One Wealth Advisors
California
$451K -$1.42K 1 0.05% Reduced
1046
EI
Ellevest Inc
New York
$449K +$53.8K 2 0.05% Increased
1047
PWS
Precision Wealth Strategies
Missouri
$449K +$7.94K 1 0.14% Increased
1048
SIG North Trading
SIG North Trading
Pennsylvania
$449K -$300K 1 0.01% Reduced
1049
Metis Global Partners
Metis Global Partners
California
$447K -$1.27K 1 0.01% Reduced
1050
MHC
May Hill Capital
Massachusetts
$442K +$33.5K 1 0.09% Increased