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Small Business Economy

Small businesses employ a large share of the workforce and buy software, payments, lending, and insurance in ways large firms do not. Serving them profitably depends on very low cost distribution.

58 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3851
FIG
Fortress Investment Group
New York
$1.98K $0 1 0% Maintained
3852
JGIA
Jackson Grant Investment Advisers
Connecticut
$1.9K -$2.43K 1 0% Reduced
3853
HFG
Harborfront Financial Group
Michigan
$1.42K +$1.62K 1 0.01% New
3854
BWM
Benson Wealth Management
Tennessee
$1.32K +$1.12K 1 0% Increased
3855
MCA
Maryland Capital Advisors
Maryland
$1.29K +$1.24K 11 0% New
3856
TBFA
Three Bearings Fiduciary Advisors
New Hampshire
$1.27K $0 2 0% Maintained
3857
BCH
Berkshire Capital Holdings
California
$1.14K $0 1 0% Maintained
3858
SA
Strategic Advocates
Utah
$1.13K $0 1 0% Maintained
3859
BIM
Bullseye Investment Management
Ohio
$1.01K $0 2 0% Maintained
3860
3FI
3 Factor Indexing
California
$990 -$349 8 0% Reduced
3861
FFC
First Financial Corp
Indiana
$910 $0 1 0% Maintained
3862
BW
Bravera Wealth
North Dakota
$783 $0 1 0% Maintained
3863
CI
Cordant Inc
Oregon
$755 +$713 4 0% New
3864
1CM
1492 Capital Management
Wisconsin
$0 -$1.87M 0 – Closed
3865
1CP
17 Capital Partners
Arizona
$0 -$412K 0 – Closed
3866
4WM
49 Wealth Management
Texas
$0 -$1.45M 0 – Closed
3867
9C
9823 Capital
Texas
$0 -$458K 0 – Closed
3868
a16z Perennial Management
a16z Perennial Management
California
$0 -$238K 0 – Closed
3869
Absolute Gestao de Investimentos
Absolute Gestao de Investimentos
Brazil
$0 -$13M 0 – Closed
3870
AIA
Accelerate Investment Advisors
California
$0 -$329K 0 – Closed
3871
AI
Acuitas Investments
Washington
$0 -$33.1K 0 – Closed
3872
AT
Adelphi Trust
Florida
$0 -$821K 0 – Closed
3873
Advent International
Advent International
Massachusetts
$0 -$9.9M 0 – Closed
3874
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$45.1M 0 – Closed
3875
AWA
AGH Wealth Advisors
Kansas
$0 -$237K 0 – Closed