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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
6976
MC
Meteora Capital
Florida
$621K +$617K 2 0.05% Increased
6977
FCI
Financial Counselors Inc
Kansas
$620K +$94.4K 1 0.85% Increased
6978
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$619K -$12.6K 2 0.01% Reduced
6979
IA
IFS Advisors
Kansas
$619K -$46.7K 4 0.3% Reduced
6980
RWM
Redstone Wealth Management
Oklahoma
$618K -$1.43K 1 0.4% Reduced
6981
SRB
Shotwell Rutter Baer
Michigan
$617K $0 1 0.34% Maintained
6982
RRMM
Regatta Research & Money Management
Louisiana
$615K +$644K 6 0.58% New
6983
OCM
Ovata Capital Management
Hong Kong
$614K -$3.31M 1 0.05% Reduced
6984
JBW
Journey Beyond Wealth
Georgia
$613K -$6.29K 2 0.48% Reduced
6985
DC
Dorval Corp
Minnesota
$611K +$107K 1 0.18% Increased
6986
NFP
NorthLanding Financial Partners
New York
$611K +$8.58K 1 0.42% Increased
6987
IDBONY
Israel Discount Bank of New York
New York
$604K +$283K 2 1.12% Increased
6988
EP
Eversept Partners
New York
$603K +$308K 1 0.03% Increased
6989
FBCM
Fort Baker Capital Management
California
$602K -$551K 2 0.04% Reduced
6990
PVI
Pura Vida Investments
New York
$599K $0 2 1.62% Maintained
6991
ACM
ADAR1 Capital Management
Texas
$598K $0 2 0.03% Maintained
6992
GWL
Generations Wealth LLC
Ohio
$597K +$606K 2 0.57% New
6993
CFGF
Compass Financial Group (Florida)
Florida
$596K +$310K 2 0.25% Increased
6994
4FG
4Thought Financial Group
New York
$593K -$9.15K 1 0.28% Reduced
6995
LFG
Lockerman Financial Group
California
$593K -$77.6K 2 0.91% Reduced
6996
SSCM
Sovereign's Capital Management
Georgia
$592K -$409K 2 0.4% Reduced
6997
PPF
Pacific Park Financial
California
$592K -$5.72K 1 0.34% Reduced
6998
HWM
Hassell Wealth Management
Louisiana
$590K -$57.5K 1 0.18% Reduced
6999
BWM
BCO Wealth Management
New Mexico
$590K $0 2 0.32% Maintained
7000
CF
Crosspoint Financial
California
$589K +$295K 2 1.35% Increased