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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
3926
CLA
Carnegie Lake Advisors
New Jersey
$0 -$226K 0 – Closed
3927
CIA
CCM Investment Advisers
South Carolina
$0 -$282K 0 – Closed
3928
CA
Centerpoint Advisors
Massachusetts
$0 -$8K 0 – Closed
3929
CM
Cercano Management
Washington
$0 -$268K 0 – Closed
3930
CD
Chapin Davis
Maryland
$0 -$313K 0 – Closed
3931
CST
Charles Schwab Trust
Nevada
$0 -$299K 0 – Closed
3932
CNBOF
City National Bank of Florida
Florida
$0 -$210K 0 – Closed
3933
Clal Insurance
Clal Insurance
Israel
$0 -$6K 0 – Closed
3934
CP
Clarendon Private
Massachusetts
$0 -$288K 0 – Closed
3935
CFSG
Clark Financial Services Group
Missouri
$0 -$317K 0 – Closed
3936
CFG
Clayton Financial Group
Missouri
$0 -$87.5K 0 – Closed
3937
CCA
Coign Capital Advisors
Utah
$0 -$591K 0 – Closed
3938
CAM
Columbia Asset Management
Michigan
$0 -$260K 0 – Closed
3939
Comgest Global Investors
Comgest Global Investors
France
$0 -$205M 0 – Closed
3940
CCM
Compass Capital Management
Minnesota
$0 -$343K 0 – Closed
3941
CCS
Concentric Capital Strategies
Connecticut
$0 -$596K 0 – Closed
3942
CAMV
Concord Asset Management (Virginia)
Virginia
$0 -$2.24M 0 – Closed
3943
CCM
Connective Capital Management
California
$0 -$4.62M 0 – Closed
3944
CCM
Consolidated Capital Management
California
$0 -$250K 0 – Closed
3945
CA
Corecam AG
$0 -$245K 0 – Closed
3946
CG
Corundum Group
Colorado
$0 -$207K 0 – Closed
3947
CP
Creekside Partners
California
$0 -$217K 0 – Closed
3948
CA
Crumly & Associates
Illinois
$0 -$228K 0 – Closed
3949
CP
Cumberland Partners
Ontario, Canada
$0 -$1.3M 0 – Closed
3950
CWP
Curated Wealth Partners
California
$0 -$654K 0 – Closed