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Internet of Things

The internet of things puts sensors and network connections into objects that were previously mute, so they can report their state and be controlled from anywhere. The value sits less in the devices than in the connectivity and the data they produce.

99 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6451
PAG
Poinciana Advisors Group
Florida
$542K -$166K 1 0.4% Reduced
6452
SFG
Strategic Financial Group
Michigan
$541K $0 1 0.52% Maintained
6453
WVP
Worth Venture Partners
New Jersey
$538K +$415K 4 1.21% Increased
6454
TFA
TrustWell Financial Advisors
Florida
$537K +$35.5K 1 0.46% Increased
6455
JSA
Jacobson & Schmitt Advisors
Wisconsin
$535K $0 1 0.09% Maintained
6456
PCM
Penn Capital Management
Pennsylvania
$535K -$10.2M 1 0.03% Reduced
6457
CF
Calder Financial
Pennsylvania
$534K +$15.4K 1 0.5% Increased
6458
RW
Ridgeline Wealth
Arizona
$533K -$68.4K 1 0.31% Reduced
6459
AWA
American Wealth Advisors
Georgia
$533K +$572 1 0.5% Increased
6460
RIAS
Rachor Investment Advisory Services
Michigan
$533K -$30.1K 3 0.26% Reduced
6461
BCM
Bluefin Capital Management
New York
$532K +$539K 1 0.13% New
6462
GW
Graetz Wealth
Michigan
$531K -$25.2K 1 0.42% Reduced
6463
LAS
Legacy Advisory Services
Pennsylvania
$531K -$8.87K 1 0.37% Reduced
6464
PFS
Paller Financial Services
Colorado
$525K +$14K 1 0.39% Increased
6465
NA
N10 Assets
Connecticut
$522K +$516K 1 0.23% New
6466
SPA
Sound Portfolio Advisors
Connecticut
$521K $0 1 0.37% Maintained
6467
TFP
TrueWealth Financial Partners
Washington
$521K -$3.82M 1 0.22% Reduced
6468
RIG
Ramiah Investment Group
Wisconsin
$520K +$59.2K 1 0.4% Increased
6469
SigFig Wealth Management
SigFig Wealth Management
California
$518K $0 1 0.01% Maintained
6470
COA
Crown Oak Advisors
California
$517K $0 1 0.24% Maintained
6471
TF
Thayer Financial
North Carolina
$515K -$220K 1 0.47% Reduced
6472
CCM
Coerente Capital Management
Ontario, Canada
$514K -$33.5K 1 0.09% Reduced
6473
IA
IFS Advisors
Kansas
$514K -$11.4K 1 0.25% Reduced
6474
OM
OV Management
Minnesota
$512K -$300K 1 0.96% Reduced
6475
APW
Axim Planning & Wealth
Ohio
$509K -$408K 1 0.71% Reduced