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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
7076	FWP Family Wealth Partners Matthews, North Carolina	$437K	-$481K	1	0.13%	Reduced
7077	PFA Portland Financial Advisors Port Washington, New York	$432K	$0	1	0.79%	Maintained
7078	SF Strategent Financial Harrisonburg, Virginia	$427K	-$52.6K	1	0.25%	Reduced
7079	BFA Ballast Financial Advisors West Chester, Pennsylvania	$424K	+$10.3K	1	0.38%	Increased
7080	EL EQ LLC Bellevue, Washington	$422K	+$105K	1	0.1%	Increased
7081	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$421K	-$23.5K	1	0.03%	Reduced
7082	HWM Hemming & Wealth Management Traverse City, Michigan	$420K	-$217K	1	0.26%	Reduced
7083	AAG Avalon Advisory Group Wexford, Pennsylvania	$420K	$0	1	0.16%	Maintained
7084	RAM Revere Asset Management Dallas, Texas	$418K	+$20K	1	0.16%	Increased
7085	NI NFC Investments Memphis, Tennessee	$417K	$0	1	0.11%	Maintained
7086	P8IP Pier 88 Investment Partners San Francisco, California	$410K	-$838K	1	0.1%	Reduced
7087	YAG Yorkville Advisors Global Mountainside, New Jersey	$408K	-$1.3M	1	0.47%	Reduced
7088	MG MilWealth Group Milwaukee, Wisconsin	$407K	-$3.72K	2	0.09%	Reduced
7089	HA Heffernan Advisory Flagstaff, Arizona	$403K	+$398K	1	0.34%	New
7090	MM MQS Management New York	$394K	-$1.01M	1	0.48%	Reduced
7091	AF Amara Financial San Francisco, California	$393K	+$286	1	0.23%	Increased
7092	RFPS Reality Financial Planning Services Sarasota, Florida	$392K	+$8.58K	1	0.38%	Increased
7093	FFAS FIG Financial Advisory Services Oklahoma City, Oklahoma	$390K	-$84.2K	1	0.23%	Reduced
7094	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$386K	+$34K	1	0.33%	Increased
7095	FF Frankly Finances Winter Park, Florida	$383K	$0	1	0.3%	Maintained
7096	WWM Woodside Wealth Management Framingham, Massachusetts	$382K	$0	1	0.27%	Maintained
7097	RMS Retirement Management Systems Leonardtown, Maryland	$382K	-$14.9K	1	0.08%	Reduced
7098	LI Latash Investments Anchorage, Alaska	$381K	$0	1	0.28%	Maintained
7099	CTA Camelot Technology Advisors San Francisco, California	$380K	$0	1	0.26%	Maintained
7100	TBC Tweedy, Browne Co Stamford, Connecticut	$380K	-$12.5K	1	0.03%	Reduced