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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
1901	EPW Evergreen Private Wealth Greenwood Village, Colorado	$1.08K	$0	2	0%	Maintained
1902	ACA Atlas Capital Advisors Jackson, Wyoming	$1.06K	+$1.05K	1	0%	New
1903	CIR Clear Investment Research Alpharetta, Georgia	$1.02K	-$1.39K	1	0%	Reduced
1904	IGWM ICA Group Wealth Management Denver, Colorado	$1.02K	-$94.3K	1	0%	Reduced
1905	TCG Transcendent Capital Group Edmond, Oklahoma	$1.02K	+$973	1	0%	New
1906	CB CNB Bank Clearfield, Pennsylvania	$799	$0	1	0%	Maintained
1907	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$727	+$695	1	0%	New
1908	BCH Berkshire Capital Holdings San Jose, California	$727	$0	1	0%	Maintained
1909	CFS CGC Financial Services Lake Oswego, Oregon	$727	$0	1	0%	Maintained
1910	BGAI Bruce G. Allen Investments Denver, Colorado	$509	$0	1	0%	Maintained
1911	FPFS First Personal Financial Services Charlotte, North Carolina	$364	-$973	1	0%	Reduced
1912	AFWM Abich Financial Wealth Management Ashburn, Virginia	$363	+$348	1	0%	New
1913	CWP Concord Wealth Partners Abingdon, Virginia	$363	-$7.74K	1	0%	Reduced
1914	Country Trust Bank Bloomington, Illinois	$363	+$348	1	0%	New
1915	TAM Tucker Asset Management Littleton, Colorado	$348	-$1.89K	2	0%	Reduced
1916	TIM Tortoise Investment Management White Plains, New York	$216	$0	2	0%	Maintained
1917	DFA DHJJ Financial Advisors Naperville, Illinois	$175	$0	2	0%	Maintained
1918	MFG Mendota Financial Group Madison, Wisconsin	$118	+$116	1	0%	New
1919	LG LAM Group Lake Oswego, Oregon	$73	$0	1	0%	Maintained
1920	DF DecisionPoint Financial Mesa, Arizona	$65	$0	1	0%	Maintained
1921	AC Abbrea Capital Greenbrae, California	$0	-$235K	0	–	Closed
1922	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$515K	0	–	Closed
1923	ACM Accent Capital Management Centerville, Ohio	$0	-$1.82K	0	–	Closed
1924	AKRE Capital Management Middleburg, Virginia	$0	-$137M	0	–	Closed
1925	AA AlphaCentric Advisors San Juan, Puerto Rico	$0	-$204K	0	–	Closed