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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
6951
FF
Fluent Financial
Texas
$690K -$94.1K 1 0.25% Reduced
6952
EAMS
Eurizon Asset Management Slovakia
$682K $0 1 17.03% Maintained
6953
TF
TME Financial
California
$681K -$189K 2 0.42% Reduced
6954
LKWM
Lee-Kelleher Wealth Management
Maryland
$681K +$250K 2 0.36% Increased
6955
TWM
Troutman Wealth Management
Pennsylvania
$677K +$18K 1 0.52% Increased
6956
RBCM
Raub Brock Capital Management
California
$676K $0 1 0.19% Maintained
6957
MFG
Mann Financial Group
Minnesota
$663K -$10.8K 2 0.55% Reduced
6958
FLFS
Family Legacy Financial Solutions
North Carolina
$663K +$170K 2 0.4% Increased
6959
IFA
Independence Financial Advisors
New Hampshire
$658K -$706K 1 0.17% Reduced
6960
IWM
Inlight Wealth Management
Georgia
$655K +$572 1 0.21% Increased
6961
ARA
Approach Retirement Advisors
Alabama
$653K +$5.9K 2 0.47% Increased
6962
NFA
Northwest Financial Advisors
Virginia
$653K -$326K 2 0.09% Reduced
6963
FC
Family CFO
California
$650K +$226K 2 0.25% Increased
6964
EWA
EQ Wealth Advisors
Texas
$649K -$34.1K 2 0.36% Reduced
6965
HIA
HFM Investment Advisors
New Jersey
$648K +$96.5K 18 0.23% Increased
6966
AFS
Axiom Financial Strategies
Indiana
$647K +$75K 2 0.2% Increased
6967
MWML
Morrissey Wealth Management, LLC
Connecticut
$641K +$579K 2 0.4% New
6968
FW
Fidato Wealth
Ohio
$640K -$224K 1 0.37% Reduced
6969
FWS
FinDec Wealth Services
California
$636K -$1.76M 1 0.75% Reduced
6970
C
Croban
Ohio
$634K -$1.14K 1 0.28% Reduced
6971
SA
swisspartners Advisors
Switzerland
$633K $0 1 0.43% Maintained
6972
BWA
Brave Warrior Advisors
New York
$632K +$314K 1 0.01% Increased
6973
BC
Bulwark Capital
Florida
$631K $0 2 0.36% Maintained
6974
BBWP
Beacon Bridge Wealth Partners
Pennsylvania
$627K +$29.6K 1 0.18% Increased
6975
PWM
Pacific Wealth Management
California
$625K +$67.8K 1 0.28% Increased