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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
3951
CW
Curio Wealth
Maryland
$0 -$76K 0 – Closed
3952
CG
Cynosure Group
Utah
$0 -$881K 0 – Closed
3953
DI
DAGCO Inc
Ohio
$0 -$98.7K 0 – Closed
3954
DG
Dala Group
Illinois
$0 -$233K 0 – Closed
3955
DWP
Destiny Wealth Partners
Florida
$0 -$829K 0 – Closed
3956
DA
Drake & Associates
Wisconsin
$0 -$218K 0 – Closed
3957
ECM
Ebert Capital Management
California
$0 -$436K 0 – Closed
3958
EIA
Edgemoor Investment Advisors
Maryland
$0 -$2.16M 0 – Closed
3959
ES
Element Squared
Minnesota
$0 -$2.19M 0 – Closed
3960
EP
Elkhorn Partners
Nebraska
$0 -$22.3K 0 – Closed
3961
E
EntreWealth
Texas
$0 -$22.8K 0 – Closed
3962
Epoch Investment Partners
Epoch Investment Partners
New York
$0 -$47.6M 0 – Closed
3963
EA
Evergreen Advisors
Tennessee
$0 -$91.7K 0 – Closed
3964
EW
Evoke Wealth
California
$0 -$3.3M 0 – Closed
3965
FP
Factorial Partners
New York
$0 -$1.55M 0 – Closed
3966
FFH
Fairfax Financial Holdings
Ontario, Canada
$0 -$333K 0 – Closed
3967
Farallon Capital Management
Farallon Capital Management
California
$0 -$4.8M 0 – Closed
3968
FNB
Farmers National Bank
Kentucky
$0 -$501K 0 – Closed
3969
FC
Farringdon Capital
United Kingdom
$0 -$4.08M 0 – Closed
3970
FFL
Financial Freedom LLC
Ohio
$0 -$10.5K 0 – Closed
3971
Findlay Park Partners
Findlay Park Partners
United Kingdom
$0 -$154M 0 – Closed
3972
FI
Finivi Inc
Massachusetts
$0 -$798K 0 – Closed
3973
FLII
First Long Island Investors
New York
$0 -$25.5M 0 – Closed
3974
FAM
Flaharty Asset Management
Florida
$0 -$517K 0 – Closed
3975
FFA
Fortune Financial Advisors
Kansas
$0 -$366K 0 – Closed