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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
4001
HHGC
Hunting Hill Global Capital
New York
$0 -$76.9K 0 – Closed
4002
IWA
IBEX Wealth Advisors
New Jersey
$0 -$723K 0 – Closed
4003
IG
IFS Group
Pennsylvania
$0 -$294K 0 – Closed
4004
IAP
Indie Asset Partners
Indiana
$0 -$217K 0 – Closed
4005
IAM
Infusive Asset Management
New York
$0 -$5.17M 0 – Closed
4006
IAAG
Innovative Asset Advisors Group
Connecticut
$0 -$565K 0 – Closed
4007
IWS
Insight Wealth Strategies
California
$0 -$6.95M 0 – Closed
4008
IWS
Integrity Wealth Solutions
Colorado
$0 -$323K 0 – Closed
4009
IWS
Intentional Wealth Strategies
Colorado
$0 -$79.2K 0 – Closed
4010
ILI
Invesco LLC (Illinois)
Illinois
$0 -$271K 0 – Closed
4011
ICCON
Investment Counsel Company of Nevada
Nevada
$0 -$121K 0 – Closed
4012
JCM
Jacobsen Capital Management
Utah
$0 -$215K 0 – Closed
4013
JAFL
Jay A. Fishman Ltd
Michigan
$0 -$317K 0 – Closed
4014
JGGDR
JGP Global Gestao de Recursos
Brazil
$0 -$6.71M 0 – Closed
4015
JBA
Johnson Bixby & Associates
Washington
$0 -$313K 0 – Closed
4016
JAG
Journey Advisory Group
Kentucky
$0 -$255K 0 – Closed
4017
KK
Karl Kapital
California
$0 -$4.71M 0 – Closed
4018
KA
KDT Advisors
New York
$0 -$257K 0 – Closed
4019
KWM
KFG Wealth Management
Indiana
$0 -$748K 0 – Closed
4020
KFP
KMG Fiduciary Partners
Ohio
$0 -$327K 0 – Closed
4021
KOC
Koss-Olinger Consulting
Florida
$0 -$1.04M 0 – Closed
4022
KAS
KPP Advisory Services
Kentucky
$0 -$458K 0 – Closed
4023
KCL
KR Capital LP
New York
$0 -$19.8M 0 – Closed
4024
LWM
Latko Wealth Management
Illinois
$0 -$261K 0 – Closed
4025
LWMI
Legacy Wealth Management (Idaho)
Idaho
$0 -$136K 0 – Closed