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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
6926	NWS Nvest Wealth Strategies Powell, Ohio	$732K	-$173K	5	0.46%	Reduced
6927	RIAS Rachor Investment Advisory Services Linden, Michigan	$731K	-$79.3K	4	0.36%	Reduced
6928	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$729K	+$35.8K	1	0.55%	Increased
6929	GFM GEN Financial Management Plymouth, Minnesota	$729K	-$53K	2	0.44%	Reduced
6930	KMC Kirr Marbach & Co Columbus, Indiana	$728K	-$3.43K	2	0.12%	Reduced
6931	APW Axim Planning & Wealth Springboro, Ohio	$724K	-$31.3K	2	1.01%	Reduced
6932	MPW MGO Private Wealth Irvine, California	$723K	+$42.5K	2	3.49%	Increased
6933	OP Orvieto Partners Boston, Massachusetts	$722K	-$367K	1	0.47%	Reduced
6934	SCFS Stewardship Concepts Financial Services Spokane, Washington	$721K	+$155K	2	0.49%	Increased
6935	V Viaable Wayne, Pennsylvania	$719K	+$716K	2	0.6%	New
6936	CC Cultivar Capital Denton, Texas	$716K	+$210K	1	0.46%	Increased
6937	LS LCW Services Virginia Beach, Virginia	$712K	-$7.78K	2	0.31%	Reduced
6938	EF Envision Financial Brookfield, Wisconsin	$709K	$0	1	0.33%	Maintained
6939	OC Owlhouse Capital New York	$706K	+$623K	1	1.08%	New
6940	FAM Flaharty Asset Management Clearwater, Florida	$705K	-$3.54M	1	1.01%	Reduced
6941	KV Kickstand Ventures Pittsford, New York	$705K	+$205K	2	0.13%	Increased
6942	CCP Caden Capital Partners Santa Monica, California	$699K	+$68.8K	3	8.42%	Increased
6943	HA Hanover Advisors Seneca, South Carolina	$699K	+$65.6K	2	0.25%	Increased
6944	SG Straightline Group Troy, Michigan	$697K	+$387K	1	0.33%	Increased
6945	RCM Redwood Capital Management New York	$696K	$0	1	0.08%	Maintained
6946	FCM Fairholme Capital Management South Miami, Florida	$694K	$0	1	0.05%	Maintained
6947	CFG CSP Financial Group Scottsdale, Arizona	$694K	+$707K	2	0.59%	New
6948	UFA Uptown Financial Advisors Dallas, Texas	$693K	-$13.8K	2	0.46%	Reduced
6949	VDBMI Van Den Berg Management I Austin, Texas	$692K	$0	2	0.15%	Maintained
6950	PA Powerhouse Assets Lincoln, Massachusetts	$691K	+$18.9K	1	0.56%	Increased