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Ride-Hailing & Shared Mobility

Ride hailing matches passengers with drivers through an app, and shared mobility extends the idea to cars, bikes, and scooters rented by the minute. Density and driver supply decide the economics in each city.

14 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1251	VCM Versant Capital Management Phoenix, Arizona	$4K	+$874	1	0%	Increased
1252	BFC Bedel Financial Consulting Indianapolis, Indiana	$3K	$0	1	0%	Maintained
1253	CIR Clear Investment Research Alpharetta, Georgia	$3K	$0	1	0%	Maintained
1254	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$3K	$0	1	0%	Maintained
1255	MCM Manchester Capital Management Manchester, Vermont	$3K	$0	1	0%	Maintained
1256	PMFA Plante Moran Financial Advisors Southfield, Michigan	$3K	$0	1	0%	Maintained
1257	SBL Sargent Bickham Lagudis Boulder, Colorado	$3K	+$944	2	0%	Increased
1258	TFO Tarbox Family Office Newport Beach, California	$3K	$0	1	0%	Maintained
1259	TLFA True Link Financial Advisors San Francisco, California	$3K	$0	1	0%	Maintained
1260	BFG Baron Financial Group Fair Lawn, New Jersey	$2.41K	$0	1	0%	Maintained
1261	CYG Clean Yield Group Norwich, Vermont	$2K	$0	1	0%	Maintained
1262	CWA Clearview Wealth Advisors Salem, Oregon	$2K	$0	1	0%	Maintained
1263	Country Trust Bank Bloomington, Illinois	$2K	+$1.83K	1	0%	New
1264	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2K	+$1.53K	1	0%	New
1265	RTL Red Tortoise LLC Atlanta, Georgia	$2K	+$2.71K	1	0%	New
1266	WQ Wealth Quarterback Toms River, New Jersey	$2K	$0	1	0%	Maintained
1267	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$1K	$0	1	0%	Maintained
1268	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1K	$0	1	0%	Maintained
1269	FEG Financial Enhancement Group Anderson, Indiana	$1K	-$3K	1	0%	Reduced
1270	KFI Key Financial Inc West Chester, Pennsylvania	$1K	+$1.18K	1	0%	New
1271	PO Private Ocean San Rafael, California	$1K	$0	1	0%	Maintained
1272	PVH Psagot Value Holdings Tel Aviv, Israel	$1K	-$53	1	0%	Reduced
1273	TC Truvestments Capital Sarasota, Florida	$1K	$0	1	0%	Maintained
1274	6C 6elm Capital New York	$0	-$10.8M	0	–	Closed
1275	Adage Capital Partners Boston, Massachusetts	$0	-$27.8M	0	–	Closed