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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
1451
SWA
SOA Wealth Advisors
New York
$4.79K +$565K 1 0% New
1452
AM
Ares Management
California
$4.48K +$5.75K 1 0% New
1453
MCM
MV Capital Management
Maryland
$4.4K +$713 4 0% Increased
1454
IPS
Investors Portfolio Services
Washington
$4.38K +$2.96K 5 0% Increased
1455
WFA
West Financial Advisors
Iowa
$4.28K $0 1 0% Maintained
1456
HIA
HFM Investment Advisors
New Jersey
$4.18K +$2.9K 7 0% Increased
1457
Q1WB
Quest 10 Wealth Builders
Virginia
$4.12K $0 1 0% Maintained
1458
SIA
SkyView Investment Advisors
New Jersey
$4K -$3.37M 1 0% Reduced
1459
HNW
High Note Wealth
Minnesota
$3.9K +$3.35K 1 0% New
1460
HFM
Hartford Financial Management
Connecticut
$3.85K $0 1 0% Maintained
1461
TCOV
Trust Company of Vermont
Vermont
$3.8K +$3.61K 1 0% New
1462
T
Tidemark
California
$3.58K $0 1 0% Maintained
1463
PWA
Principia Wealth Advisory
Texas
$3.55K +$2.31K 3 0% Increased
1464
BHWM
Bay Harbor Wealth Management
Maryland
$3.52K +$539 7 0% Increased
1465
Diversify Advisory Services
Diversify Advisory Services
Utah
$3.5K +$5.84K 1 0% New
1466
Diversify Wealth Management
Diversify Wealth Management
Utah
$3.5K -$533K 1 0% Reduced
1467
AW
Ankerstar Wealth
Texas
$3.42K -$905 7 0% Reduced
1468
GFA
Godfrey Financial Associates
New York
$3.39K $0 5 0% Maintained
1469
CIA
Cape Investment Advisory
Georgia
$3.31K +$3.32K 2 0% New
1470
SouthState Corp
SouthState Corp
Florida
$3.2K -$8.14K 2 0% Reduced
1471
MIM
Marshall Investment Management
Colorado
$3.18K +$708 2 0% Increased
1472
DF
DecisionPoint Financial
Arizona
$3.16K +$639 7 0% Increased
1473
GWM
Gilpin Wealth Management
Colorado
$3.09K -$119 8 0% Reduced
1474
OWP
ORG Wealth Partners
Texas
$3.04K $0 2 0% Maintained
1475
CX Institutional
CX Institutional
Indiana
$3K $0 1 0% Maintained