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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
7176
EI
eCIO Inc
Wisconsin
$244K +$257K 1 0.07% New
7177
ECA
Elevation Capital Advisory
Oregon
$243K +$5.02K 1 0.09% Increased
7178
NA
Networth Advisors
Pennsylvania
$242K -$823 3 0.14% Reduced
7179
GCM
Glynn Capital Management
California
$238K +$21.1K 3 0.07% Increased
7180
ORAM
One River Asset Management
Connecticut
$235K -$4M 4 0.08% Reduced
7181
MW
Marks Wealth
Maryland
$234K $0 1 0.05% Maintained
7182
ULWM
Upper Left Wealth Management
Florida
$232K $0 1 0.13% Maintained
7183
NVCHI
New Vernon Capital Holdings II
New Jersey
$232K -$137K 1 0.13% Reduced
7184
SAS
SMI Advisory Services
Indiana
$231K +$211K 1 0.04% New
7185
ORG
Optimist Retirement Group
Washington
$230K $0 1 0.09% Maintained
7186
FAI
Fiduciary Advisors Inc
Missouri
$230K +$10.3K 4 0.15% Increased
7187
CWM
Capital Wealth Management
Rhode Island
$228K +$240K 1 0.05% New
7188
HFA
Hershey Financial Advisers
Pennsylvania
$225K +$223K 1 0.16% New
7189
HCA
Harpswell Capital Advisors
Maine
$224K +$222K 1 0.14% New
7190
SFA
Spectrum Financial Alliance
Kentucky
$224K -$22K 1 0.03% Reduced
7191
AI
Atomic Invest
New York
$224K +$10.1K 4 0.02% Increased
7192
IAA
Independence Asset Advisors
Pennsylvania
$223K +$221K 1 0.06% New
7193
IA
IF Advisors
Texas
$220K +$232K 1 0.14% New
7194
CF
Collier Financial
Colorado
$220K $0 3 0.15% Maintained
7195
SL
SWF LLC
Nebraska
$218K -$48.9K 1 0.01% Reduced
7196
RL
Retireful LLC
Michigan
$215K -$850K 1 0.2% Reduced
7197
NWM
Navigation Wealth Management
Colorado
$214K +$2.61K 1 0.3% Increased
7198
RQS
Ramsey Quantitative Systems
Kentucky
$213K +$221K 2 0.19% New
7199
RFS
Retirement Financial Solutions
Tennessee
$212K +$209K 1 0.05% New
7200
AIP
Arrowpoint Investment Partners
Singapore
$210K +$255K 1 0.05% New