All Investments (listed alphabetically) 

As of March 10, 2021

  • 2020 Innovation Training
  • AlphaCredit
  • American Security Systems
  • Anek
  • Aquavita
  • Arizona College of Allied Health
  • Arven Capital
  • Ascend Software
  • AspenRidge Recovery
  • Auronix
  • Avea
  • Banyan Software
  • Boca Executive Realty
  • BP Logix
  • Briscoe Protective
  • CCABA
  • Chronus
  • Circle Surrogacy
  • CLEO Communications
  • Constellant
  • DSD Partners
  • Dynamic Growth Dental Support
  • EAP Consultants
  • EchoSec Systems
  • Elevated Billing Solutions
  • Emporos
  • Extended Care Professional
  • Falcon Critical Care Transport
  • Fraxion
  • HousingWire
  • HRTMS
  • IntellaTriage
  • International Assembly
  • ISPN
  • Kantola Training Solutions
  • Light Wave Dental
  • Mercury Roadways
  • Meridian Title Company
  • MyDocPlus
  • NeoAssist
  • Neul Capital
  • NovoPath
  • Omatic Software
  • OneShield
  • Pacific Fertility of LA
  • Performio
  • QMC Telecom
  • Radiation Detection Company
  • Richmond Alarm Company
  • RSD ProPoint Solutions
  • Shandy Clinic
  • TradeTec
  • Utility Cloud
  • Virtual Officeware

Past performance is not indicative of future returns. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list.