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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
4176
TFP
TrueWealth Financial Partners
Washington
$0 -$471K 0 – Closed
4177
TCM
Tufton Capital Management
Maryland
$0 -$489K 0 – Closed
4178
TPW
Turn8 Private Wealth
$0 -$201K 0 – Closed
4179
UAM
Unifi Asset Management
New York
$0 -$265K 0 – Closed
4180
UFA
Unify Financial Advisors
Florida
$0 -$929K 0 – Closed
4181
UW
Unique Wealth
Florida
$0 -$843K 0 – Closed
4182
UWS
Unique Wealth Strategies
Illinois
$0 -$701K 0 – Closed
4183
VBFP
Valtinson Bruner Financial Planning
Minnesota
$0 -$307K 0 – Closed
4184
VAF
Values Added Financial
District of Columbia
$0 -$253K 0 – Closed
4185
VU
Vanderbilt University
Tennessee
$0 -$203K 0 – Closed
4186
VWM
VCI Wealth Management
Missouri
$0 -$461K 0 – Closed
4187
VC
Veery Capital
Delaware
$0 -$358K 0 – Closed
4188
VC
Veracity Capital
Georgia
$0 -$236K 0 – Closed
4189
VSI
Verde Servicos Internacionais
Brazil
$0 -$508K 0 – Closed
4190
VAM
Verity Asset Management
North Carolina
$0 -$390K 0 – Closed
4191
VCMGDR
Vinland Capital Management Gestora de Recursos
Brazil
$0 -$766K 0 – Closed
4192
VAM
Virtue Asset Management
Illinois
$0 -$214K 0 – Closed
4193
VCM
Virtue Capital Management
Tennessee
$0 -$257K 0 – Closed
4194
VH
Visionary Horizons
Tennessee
$0 -$305K 0 – Closed
4195
VCP
Vista Capital Partners
Oregon
$0 -$226K 0 – Closed
4196
WAM
Wallington Asset Management
Indiana
$0 -$20.4M 0 – Closed
4197
WSFG
Wall Street Financial Group
Illinois
$0 -$496K 0 – Closed
4198
WP
Waycross Partners
Kentucky
$0 -$20.3M 0 – Closed
4199
WAAG
Wealth Alliance Advisory Group
Kansas
$0 -$422K 0 – Closed
4200
WMA
Wealth Management Associates
New Jersey
$0 -$201K 0 – Closed