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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
1151
GAA
Green Alpha Advisors
Colorado
$287K +$4.05K 1 0.19% Increased
1152
JF
JMN Financial
Ohio
$285K -$74K 1 0.22% Reduced
1153
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$285K -$2.39K 2 0.04% Reduced
1154
VFA
Voya Financial Advisors
Connecticut
$285K -$92.7K 1 0.03% Reduced
1155
OFO
OneAscent Family Office
Alabama
$284K +$262K 1 0.14% New
1156
AWA
Adapt Wealth Advisors
Georgia
$284K $0 1 0.09% Maintained
1157
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$281K +$284K 2 0% New
1158
WEG
World Equity Group
Illinois
$274K -$531K 1 0.06% Reduced
1159
RS
Rakuten Securities
Japan
$273K -$349K 2 0.06% Reduced
1160
Groupe la Francaise
Groupe la Francaise
France
$273K +$253K 1 0% New
1161
KAS
Kemnay Advisory Services
New York
$272K +$143K 8 0.03% Increased
1162
AAM
Aureus Asset Management
Massachusetts
$271K +$249K 1 0.02% New
1163
RA
RiverPark Advisors
New York
$270K +$16.9K 1 0.12% Increased
1164
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$270K +$299K 1 0% New
1165
GWWM
Great Waters Wealth Management
Minnesota
$267K $0 1 0.02% Maintained
1166
IFS
Ifrah Financial Services
Arkansas
$263K -$1.27K 1 0.06% Reduced
1167
CFP
Catalyst Financial Partners
Massachusetts
$260K +$289K 1 0.03% New
1168
FDP
Financiere des Professionnels
Quebec, Canada
$259K -$1.92K 1 0.01% Reduced
1169
Evercore Wealth Management
Evercore Wealth Management
New York
$259K +$213K 2 0% Increased
1170
CCP
Carmel Capital Partners
California
$259K +$255K 1 0.09% New
1171
PHIC
Pine Haven Investment Counsel
Massachusetts
$256K $0 1 0.17% Maintained
1172
RCWM
Royal Capital Wealth Management
Indiana
$256K $0 1 0.14% Maintained
1173
NL
NKCFO LLC
Illinois
$256K $0 1 0.08% Maintained
1174
NS
Northland Securities
Minnesota
$256K $0 1 0.15% Maintained
1175
CCC
Chesapeake Capital Corp
Florida
$256K +$235K 1 0.13% New