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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
1326
Summit Financial
Summit Financial
New Jersey
$57K +$57.4K 1 0% New
1327
VNA
Valley National Advisers
Pennsylvania
$55.8K $0 1 0.01% Maintained
1328
JWA
JFS Wealth Advisors
Pennsylvania
$55.3K +$3.23K 12 0% Increased
1329
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$53.7K $0 1 0.04% Maintained
1330
IFG Advisory
IFG Advisory
Georgia
$52.5K +$50.8K 2 0% New
1331
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$52.4K +$11.3K 3 0% Increased
1332
SGK
Steigerwald Gordon & Koch
Virginia
$52K $0 3 0.01% Maintained
1333
MCF Advisors
MCF Advisors
Kentucky
$52K +$2.58K 3 0% Increased
1334
SIC
SJS Investment Consulting
Ohio
$50.9K -$30.3K 20 0.01% Reduced
1335
BFS
Bare Financial Services
Pennsylvania
$48.9K +$13.2K 12 0.01% Increased
1336
WAG
Wiser Advisor Group
Arizona
$47.6K $0 2 0.05% Maintained
1337
OCWP
Owl Creek Wealth Partners
Colorado
$47K +$21.7K 4 0.01% Increased
1338
CPG
Cornerstone Planning Group
New Jersey
$46.9K -$839 7 0.01% Reduced
1339
WhitTier Trust Company
WhitTier Trust Company
Nevada
$46.7K $0 4 0% Maintained
1340
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$46.7K +$784 2 0% Increased
1341
FFO
Fortitude Family Office
Arizona
$46.6K -$5.39M 15 0.01% Reduced
1342
Cable Car Capital
Cable Car Capital
California
$45.6K $0 1 0% Maintained
1343
WIM
Westside Investment Management
California
$44.5K $0 1 0.01% Maintained
1344
PTC
Private Trust Company
Ohio
$42.4K -$3.34K 6 0% Reduced
1345
WA
WPG Advisers
Maryland
$40.8K +$21.2K 8 0.02% Increased
1346
RFS
Richardson Financial Services
Massachusetts
$40.7K +$4.01K 1 0.02% Increased
1347
KG
Kilter Group
New York
$40.3K +$16.9K 7 0.01% Increased
1348
Apella Capital
Apella Capital
Connecticut
$40K -$384 1 0% Reduced
1349
APFP
Action Point Financial Planning
Michigan
$39.6K +$41.6K 14 0% New
1350
FAM
Fulcrum Asset Management
United Kingdom
$38.4K +$38K 8 0% New