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Digital Payments & Fintech

Digital payments replace cash and paper with card, account, and wallet transfers, taking a small share of each one. Volume growth compounds quietly, which is why the established networks are so hard to displace.

148 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6551
IP
Integras Partners
Georgia
$1.38M +$250K 1 0.76% Increased
6552
FMI
Financial Management Inc
Arkansas
$1.38M -$179K 1 1.13% Reduced
6553
SCM
Stordahl Capital Management
Colorado
$1.37M +$29.5K 1 0.25% Increased
6554
PFA
Petra Financial Advisors
Colorado
$1.37M +$433K 2 0.64% Increased
6555
HHWM
Hiley Hunt Wealth Management
Nebraska
$1.36M -$4.29K 1 0.54% Reduced
6556
VPW
Vericrest Private Wealth
Pennsylvania
$1.36M -$5.6M 1 1.21% Reduced
6557
CWMG
Compass Wealth Management (Georgia)
Georgia
$1.36M -$5.15K 2 0.54% Reduced
6558
DC
Defender Capital
North Carolina
$1.36M +$206K 2 0.44% Increased
6559
EFT
Envision Financial Transparency
North Carolina
$1.36M +$24.3K 1 1.16% Increased
6560
SFP
Strategic Financial Partners
Oregon
$1.35M -$219K 1 0.51% Reduced
6561
MWM
McMill Wealth Management
Nebraska
$1.35M -$18.3K 1 0.32% Reduced
6562
KFO
Kopp Family Office
Minnesota
$1.35M +$1.35M 1 0.83% New
6563
IIM
IFC & Insurance Marketing
California
$1.35M -$229K 1 1.19% Reduced
6564
LL
LPWM LLC
Minnesota
$1.34M -$29.5K 2 0.3% Reduced
6565
PA
Prism Advisors
California
$1.34M -$56.9K 2 0.33% Reduced
6566
GT
GreatBanc Trust
Illinois
$1.34M -$103K 2 0.83% Reduced
6567
SWM
SpringVest Wealth Management
Texas
$1.33M +$4.58K 1 0.84% Increased
6568
DAS
DMKC Advisory Services
Iowa
$1.33M -$96.6K 2 0.25% Reduced
6569
SWA
Strategic Wealth Advisors
Arizona
$1.33M +$32.4K 4 1.14% Increased
6570
MPIA
Milestones Private Investment Advisors
New York
$1.33M +$286 1 1.06% Increased
6571
FFG
Foundry Financial Group
New Hampshire
$1.32M +$175K 1 0.57% Increased
6572
IWA
Independent Wealth Advisors
North Carolina
$1.32M +$37.8K 1 1.2% Increased
6573
HA
Heffernan Advisory
Arizona
$1.32M +$594K 3 1.11% Increased
6574
AFW
Atlantic Family Wealth
Florida
$1.32M $0 1 0.84% Maintained
6575
Aristeia Capital
Aristeia Capital
Connecticut
$1.32M -$257M 3 0.02% Reduced