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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
6876	OCA Optimus Capital Advisors Coppel, Texas	$853K	+$252K	2	0.46%	Increased
6877	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$848K	+$423K	2	0.3%	Increased
6878	JPT Jordan Park Trust Portsmouth, New Hampshire	$846K	-$57.8K	2	0.59%	Reduced
6879	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$842K	$0	2	0.48%	Maintained
6880	Potomac Fund Management Miami, Florida	$842K	-$105K	2	0.02%	Reduced
6881	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$837K	-$761K	2	0.62%	Reduced
6882	SA Sunesis Advisors Overland Park, Kansas	$837K	+$108K	1	0.35%	Increased
6883	TWM Tanglewood Wealth Management Houston, Texas	$829K	+$215K	2	0.07%	Increased
6884	LCM Lunt Capital Management Holladay, Utah	$827K	$0	1	0.3%	Maintained
6885	RW Ridgeline Wealth Mesa, Arizona	$826K	-$271K	2	0.48%	Reduced
6886	MCP Martin Capital Partners Eugene, Oregon	$826K	-$97.8K	1	0.3%	Reduced
6887	BCM Brooktree Capital Management Gand Rapids, Michigan	$825K	$0	2	0.54%	Maintained
6888	KWM KRM Wealth Management Reno, Nevada	$824K	-$13.4K	1	0.36%	Reduced
6889	MIG Mariner Investment Group Harrison, New York	$823K	$0	1	0.18%	Maintained
6890	TFP Townsend Financial Planning Mt Sterling, Kentucky	$820K	+$286	1	0.71%	Increased
6891	RWM Rolek Wealth Management Berwyn, Pennsylvania	$812K	+$286	1	0.45%	Increased
6892	FOFP Fee-Only Financial Planning Okatie, South Carolina	$804K	-$37.2K	1	0.43%	Reduced
6893	YWM Yardley Wealth Management Yardley, Pennsylvania	$801K	$0	2	0.36%	Maintained
6894	1CM 1492 Capital Management Milwaukee, Wisconsin	$800K	-$61.9K	3	0.24%	Reduced
6895	BS Brighton Securities Rochester, New York	$800K	+$36.8K	2	0.34%	Increased
6896	SFG Strategic Financial Group Grand Haven, Michigan	$800K	$0	2	0.77%	Maintained
6897	RC Rangeley Capital New Canaan, Connecticut	$798K	+$218K	2	0.73%	Increased
6898	WT WHI Trust Chicago, Illinois	$797K	-$13.5K	3	0.51%	Reduced
6899	GW Graetz Wealth Jenison, Michigan	$795K	-$24.4K	2	0.63%	Reduced
6900	BFA Bluestem Financial Advisors Champaign, Illinois	$794K	-$5.43K	1	0.28%	Reduced