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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
7101	CWM Comprehensive Wealth Management Lynnwood, Washington	$379K	+$399K	1	0.17%	New
7102	Conestoga Capital Advisors Wayne, Pennsylvania	$378K	-$581K	1	0.01%	Reduced
7103	WUW Wheels Up Wealth Benicia, California	$372K	-$280K	1	0.32%	Reduced
7104	SRF Silver Rock Financial Los Angeles, California	$371K	$0	1	0.8%	Maintained
7105	RWM Riverchase Wealth Management Flower Mound, Texas	$369K	$0	1	0.17%	Maintained
7106	DEM Disciplined Equity Management Neptune Beach, Florida	$367K	$0	1	0.16%	Maintained
7107	BRF B. Riley Financial Los Angeles, California	$366K	+$331K	1	0.08%	New
7108	EW Evoke Wealth Los Angeles, California	$363K	-$157M	1	23.36%	Reduced
7109	FCM Firsthand Capital Management San Jose, California	$361K	-$1.47M	1	0.58%	Reduced
7110	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$359K	-$327K	2	0.15%	Reduced
7111	WVP Worth Venture Partners Fort Lee, New Jersey	$354K	+$430K	1	0.8%	New
7112	HCM Heights Capital Management San Francisco, California	$354K	-$28.6K	1	0.08%	Reduced
7113	NL NorthAvenue LLC Columbus, Ohio	$352K	+$33K	5	0.25%	Increased
7114	FAG Financial Architects (Georgia) Woodstock, Georgia	$352K	-$81.5K	1	0.17%	Reduced
7115	ZC Zeit Capital Greenwood Village, Colorado	$351K	+$86.7K	1	0.21%	Increased
7116	RWS Rochester Wealth Strategies Rochester, Michigan	$351K	-$135K	1	0.19%	Reduced
7117	FI FIDELIS iM Medford, Oregon	$346K	-$109K	1	0.12%	Reduced
7118	LFWA LBJ Family Wealth Advisors Austin, Texas	$343K	+$286	1	0.17%	Increased
7119	SF Schaeffer Financial Rockville, Maryland	$342K	+$286	1	0.26%	Increased
7120	SFA Salus Financial Advisors Colorado Springs, Colorado	$341K	-$6.29K	1	0.17%	Reduced
7121	BWS BFI Wealth Solutions Dallas, Texas	$337K	-$1.14K	1	0.25%	Reduced
7122	CAIM Catherine Avery Investment Management Longboat Key, Florida	$337K	-$6.4K	3	0.15%	Reduced
7123	LCP Larch Capital Partners Miami, Florida	$335K	+$331K	1	0.05%	New
7124	BT Brandywine Trust Hockessin, Delaware	$334K	$0	1	0.05%	Maintained
7125	GSEP Golden State Equity Partners South Coast Metro, California	$332K	-$112M	5	0.9%	Reduced