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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
7001
HP
Hartree Partners
New York
$578K +$609K 1 0.12% New
7002
MPW
Melone Private Wealth
Michigan
$578K +$19.6K 2 0.22% Increased
7003
CGA
Compound Global Advisors
Washington
$574K +$281K 3 14.18% Increased
7004
CG
Castellan Group
Kentucky
$572K -$236K 1 0.06% Reduced
7005
LFG
Leverty Financial Group
Wisconsin
$570K $0 1 0.11% Maintained
7006
BWM
Buska Wealth Management
Wisconsin
$567K +$81.2K 1 0.2% Increased
7007
MWA
Mills Wealth Advisors
Texas
$566K -$62.7K 2 0.18% Reduced
7008
DIG
Dauntless Investment Group
New Hampshire
$566K +$641K 1 0.44% New
7009
II
Ibex Investors
Colorado
$564K +$323K 1 0.29% Increased
7010
OWA
OakTrust Wealth Advisors
Connecticut
$560K -$204K 1 0.48% Reduced
7011
OA
Oasis Advisors
Iowa
$556K -$37.5M 1 0.36% Reduced
7012
EFP
Envision Financial Planning
Tennessee
$554K -$218K 1 0.18% Reduced
7013
JWM
JHP Wealth Management
Colorado
$554K -$39.9K 2 0.45% Reduced
7014
PCM
Peirce Capital Management
Texas
$554K -$15.8K 2 0.2% Reduced
7015
IW
Integrated Wealthcare
North Carolina
$552K $0 1 0.41% Maintained
7016
TC
T3 Companies
New York
$550K +$616K 2 0.59% New
7017
WAM
Wilsey Asset Management
California
$549K $0 1 0.08% Maintained
7018
ERWM
E&R Wealth Management
South Carolina
$548K -$3.41K 2 0.47% Reduced
7019
MFG
Mizuho Financial Group
Japan
$546K +$665K 3 4.64% New
7020
FF
Finley Financial
Nevada
$546K $0 2 0.22% Maintained
7021
TIM
Thor Investment Management
Ohio
$544K +$47.2K 1 0.31% Increased
7022
MAG
Members Advisory Group
New York
$541K -$1K 2 0.15% Reduced
7023
CFG
Compass Financial Group
Ohio
$541K $0 2 0.36% Maintained
7024
SI
SimpliFi Inc
California
$539K +$591K 1 0.21% New
7025
SA
Strategic Advocates
Utah
$535K +$1.31K 3 2.07% Increased