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Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6776
TFG
Team Financial Group
California
$1.14M -$48.9K 2 0.48% Reduced
6777
FC
Freemont Capital
Singapore
$1.14M -$1.85M 1 0.02% Reduced
6778
TWC
Tencap Wealth Coaching
Utah
$1.14M +$1.14M 2 0.36% New
6779
LWM
Level Wealth Management
North Carolina
$1.14M -$32.4K 2 0.46% Reduced
6780
DF
Downshift Financial
Colorado
$1.13M -$133K 11 0.51% Reduced
6781
DB
Dravo Bay
Delaware
$1.13M -$76.7K 2 0.39% Reduced
6782
VWA
Vistica Wealth Advisors
California
$1.13M +$267K 2 0.98% Increased
6783
CT
ClearAlpha Technologies
Connecticut
$1.13M +$201K 2 1.93% Increased
6784
SAM
Stenahm Asset Management
Guernsey
$1.12M -$8.43M 1 0.8% Reduced
6785
KWM
Kiker Wealth Management
Georgia
$1.11M -$28.3K 1 0.43% Reduced
6786
SPWM
Straight Path Wealth Management
Michigan
$1.11M -$14.3K 1 0.26% Reduced
6787
TFP
Triune Financial Partners
Kansas
$1.1M +$316K 3 0.23% Increased
6788
SCI
Silver Coast Investments
United States
$1.1M +$44.6K 1 0.33% Increased
6789
IWC
Infinity Wealth Counsel
Ohio
$1.09M +$24.6K 2 0.88% Increased
6790
TF
Theory Financial
Colorado
$1.09M -$8.58K 2 0.34% Reduced
6791
FWM
FSR Wealth Management
Illinois
$1.09M +$248K 1 1.24% Increased
6792
MWM
Mittelman Wealth Management
Massachusetts
$1.08M -$760K 3 0.72% Reduced
6793
RWA
Reicon Wealth Advisors
Georgia
$1.08M +$415K 3 0.67% Increased
6794
LAS
Legacy Advisory Services
Pennsylvania
$1.08M +$15K 2 0.76% Increased
6795
G
GuidedMoney
Wisconsin
$1.08M $0 2 0.5% Maintained
6796
MFS
Montgomery Financial Services
Maryland
$1.08M +$1.08M 4 0.94% New
6797
SHF
Stage Harbor Financial
Massachusetts
$1.08M +$84.6K 2 0.62% Increased
6798
HOWA
Hudson Oak Wealth Advisory
New Jersey
$1.07M -$27.1K 2 0.83% Reduced
6799
TCTWM
Three Cord True Wealth Management
Pennsylvania
$1.07M +$15.7K 2 0.51% Increased
6800
RC
Randolph Company
Ohio
$1.07M +$2.29K 2 0.09% Increased