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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
3901
BPWM
BCS Private Wealth Management
New Jersey
$0 -$307K 0 – Closed
3902
BBWP
Beacon Bridge Wealth Partners
Pennsylvania
$0 -$326K 0 – Closed
3903
BAM
Berkshire Asset Management
Pennsylvania
$0 -$330K 0 – Closed
3904
BWP
Bernardo Wealth Planning
Pennsylvania
$0 -$327K 0 – Closed
3905
BWG
Beta Wealth Group
California
$0 -$204K 0 – Closed
3906
BIA
Bigelow Investment Advisors
Maine
$0 -$269K 0 – Closed
3907
BC
BIT Capital
Germany
$0 -$107K 0 – Closed
3908
BCP
Blackhawk Capital Partners
Wisconsin
$0 -$277K 0 – Closed
3909
BCM
Bluefin Capital Management
New York
$0 -$437K 0 – Closed
3910
BSCCG
Blue Sky Capital Consultants Group
California
$0 -$205K 0 – Closed
3911
BGBI
BRC-Global BAH Investments
$0 -$107M 0 – Closed
3912
BI
Breachway Investments
Rhode Island
$0 -$204K 0 – Closed
3913
BP
Broadleaf Partners
Ohio
$0 -$4.55M 0 – Closed
3914
BWS
Broadway Wealth Solutions
Texas
$0 -$369K 0 – Closed
3915
BPAMU
BTG Pactual Asset Management US
New York
$0 -$2.08M 0 – Closed
3916
BAM
BTS Asset Management
Massachusetts
$0 -$586K 0 – Closed
3917
BIG
Builder Investment Group
Georgia
$0 -$2.2M 0 – Closed
3918
BOC
Bull Oak Capital
California
$0 -$370K 0 – Closed
3919
BWP
Burling Wealth Partners
Illinois
$0 -$2.55M 0 – Closed
3920
CIM
Caldwell Investment Management
Ontario, Canada
$0 -$399K 0 – Closed
3921
CNB
Camden National Bank
Maine
$0 -$244K 0 – Closed
3922
CAWM
Capital Advisors Wealth Management
Washington
$0 -$203K 0 – Closed
3923
CC
Capital Counsel
New York
$0 -$321K 0 – Closed
3924
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$8.94M 0 – Closed
3925
Cardano Risk Management
Cardano Risk Management
Netherlands
$0 -$12.2M 0 – Closed