← All themes E-Commerce

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
7151	CCM Ciovacco Capital Management Atlanta, Georgia	$288K	$0	1	0.13%	Maintained
7152	CM Cornerstone Management Duluth, Georgia	$286K	-$250K	1	0.04%	Reduced
7153	MCM MidAtlantic Capital Management Richmond, Virginia	$286K	$0	1	0.18%	Maintained
7154	RHAM Round Hill Asset Management Pasadena, California	$283K	-$220K	1	0.18%	Reduced
7155	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$282K	+$2.98K	1	0.13%	Increased
7156	CFG Cosner Financial Group Windsor, Colorado	$282K	-$6.08K	1	0.14%	Reduced
7157	CWM Capstone Wealth Management Billings, Montana	$281K	+$12K	1	0.21%	Increased
7158	FGI Foresight Global Investors Purchase, New York	$276K	$0	1	0.17%	Maintained
7159	AFO Aurelius Family Office Bedford, New Hampshire	$275K	$0	1	0.11%	Maintained
7160	AIC Allodium Investment Consultants Minneapolis, Minnesota	$271K	-$65.5K	1	0.12%	Reduced
7161	BFM Broadview Financial Management Wauwatosa, Wisconsin	$267K	+$264K	1	0.16%	New
7162	ARA Alexander Randolph Advisory Mclean, Virginia	$266K	-$119K	1	0.22%	Reduced
7163	PFGWM Price Financial Group Wealth Management Portland, Oregon	$266K	-$155K	1	4.42%	Reduced
7164	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$265K	-$25.7K	1	0.01%	Reduced
7165	CC Colrain Capital Boston, Massachusetts	$260K	-$28.6K	1	0.09%	Reduced
7166	KCA Kastel Capital Advisors Wellesley, Massachusetts	$260K	$0	1	0.16%	Maintained
7167	AFO Allie Family Office Miami, Florida	$258K	+$272K	1	0.1%	New
7168	QCA Quantify Chaos Advisors Brooklyn, New York	$258K	+$753	1	0.73%	Increased
7169	VWM VanWeelden Wealth Management West Chester Township, Ohio	$257K	-$236K	1	0.19%	Reduced
7170	SFP Sherwood Financial Partners Westlake Village, California	$256K	$0	1	0.21%	Maintained
7171	STA Shade Tree Advisors Saratoga Springs, New York	$251K	$0	1	0.15%	Maintained
7172	NDWM New Dimensions Wealth Management Allen, Texas	$251K	+$12.6K	1	0.19%	Increased
7173	OR Olympiad Research Stamford, Connecticut	$249K	+$216K	2	0.52%	New
7174	LPP Life Planning Partners Jacksonville, Florida	$248K	$0	1	0.18%	Maintained
7175	WLG Williamson Legacy Group Carmel, Indiana	$247K	-$918K	1	0.12%	Reduced