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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
7051
GP
Geneva Partners
Wisconsin
$490K +$57.2K 1 0.13% Increased
7052
SRSA
S.R. Schill & Associates
Washington
$490K -$104K 2 0.3% Reduced
7053
RF
RetireMitten Financial
Michigan
$483K -$15.3K 1 0.2% Reduced
7054
EFG
Erickson Financial Group
Pennsylvania
$478K -$218K 1 0.26% Reduced
7055
ETS
ESL Trust Services
New York
$478K $0 4 0.08% Maintained
7056
RM
RCW Management
Florida
$477K -$23.5K 1 0.43% Reduced
7057
AAI
American Assets Inc
California
$477K -$19.2M 1 0.14% Reduced
7058
KIC
Keating Investment Counselors
Florida
$472K -$250K 1 0.13% Reduced
7059
CCM
Cutler Capital Management
Massachusetts
$467K +$225K 2 0.12% Increased
7060
SWA
Safir Wealth Advisors
New Hampshire
$465K +$117K 1 0.3% Increased
7061
TPW
TOP Private Wealth
Connecticut
$462K +$459K 2 0.44% New
7062
FPFC
Financial Planning Fort Collins
Colorado
$462K +$201K 2 0.35% Increased
7063
TWP
Tenet Wealth Partners
Illinois
$461K +$513K 1 0.34% New
7064
FWA
Fidelis Wealth Advisors
Colorado
$457K +$34.9K 1 0.69% Increased
7065
BA
Blueline Advisors
New Hampshire
$456K +$11K 4 0.32% Increased
7066
RCM
Rivernorth Capital Management
Florida
$454K -$452K 1 0.02% Reduced
7067
BCA
Bayshore Capital Advisors
Florida
$445K +$220K 2 0.21% Increased
7068
WW
Winnow Wealth
Texas
$444K +$218K 2 0.3% Increased
7069
AIA
Acute Investment Advisory
Arizona
$443K $0 1 4.69% Maintained
7070
SCM
Semanteon Capital Management
Massachusetts
$442K +$204K 2 2% Increased
7071
AA
ArborFi Advisors
Michigan
$442K -$217K 1 0.32% Reduced
7072
VAG
Vannoy Advisory Group
Texas
$441K -$2.57K 1 0.25% Reduced
7073
MWP
Moller Wealth Partners
$440K -$224K 1 0.08% Reduced
7074
AIS
Altium Investment Strategies
Florida
$439K $0 1 0.63% Maintained
7075
BCM
Bluefin Capital Management
New York
$439K +$238K 2 0.11% Increased