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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
6651
VT
Volterra Technologies
New York
$1.12M +$840K 4 0.16% Increased
6652
KFG
Kropog Financial Group
Louisiana
$1.12M -$69.5K 1 0.79% Reduced
6653
PWA
Principia Wealth Advisory
Texas
$1.11M +$148K 20 0.55% Increased
6654
KWM
Kiker Wealth Management
Georgia
$1.11M -$2.96M 1 0.43% Reduced
6655
DFG
DWM Financial Group
Illinois
$1.11M +$1.17M 1 0.99% New
6656
LAS
Legacy Advisory Services
Pennsylvania
$1.11M -$8.87K 2 0.78% Reduced
6657
SPWM
Straight Path Wealth Management
Michigan
$1.11M -$14.3K 1 0.26% Reduced
6658
CCM
Cambridge Capital Management
Illinois
$1.11M -$2K 1 0.42% Reduced
6659
CWWM
Curry Webb Wealth Management
Indiana
$1.1M -$139K 2 0.46% Reduced
6660
SCI
Silver Coast Investments
United States
$1.1M +$44.6K 1 0.33% Increased
6661
NA
Note Advisors
New York
$1.1M -$22.9K 1 0.48% Reduced
6662
RQS
Ramsey Quantitative Systems
Kentucky
$1.09M +$1.24M 7 0.98% New
6663
AAM
American Asset Management
Florida
$1.09M +$119K 1 0.89% Increased
6664
SWM
StoneCrest Wealth Management
Arizona
$1.09M -$1.13M 2 0.35% Reduced
6665
AFA
Alpha Financial Advisors
North Carolina
$1.09M +$2K 1 0.29% Increased
6666
FWM
FSR Wealth Management
Illinois
$1.09M +$248K 1 1.24% Increased
6667
IPW
IronBridge Private Wealth
Texas
$1.09M +$194K 2 0.36% Increased
6668
SWM
Seed Wealth Management
Illinois
$1.09M -$72.9K 1 0.69% Reduced
6669
Simplify Asset Management
Simplify Asset Management
Nevada
$1.08M +$13.3K 2 0.02% Increased
6670
RWP
Ridgeline Wealth Planning
Ohio
$1.08M -$34.3K 1 0.69% Reduced
6671
TPW
TL Private Wealth
Texas
$1.08M $0 1 0.4% Maintained
6672
TFG
Tull Financial Group
Virginia
$1.08M +$95.8K 1 0.42% Increased
6673
OAG
Oakmont Advisory Group
New Mexico
$1.08M +$424K 15 0.91% Increased
6674
FF
Formulate Financial
Florida
$1.08M $0 1 1.13% Maintained
6675
NFS
NewCorp Financial Services
Georgia
$1.08M -$50.3K 1 0.82% Reduced