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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
6751
KCM
Key Capital Management
Tennessee
$903K -$1.51M 10 0.47% Reduced
6752
KP
Kitching Partners
Pennsylvania
$898K +$85.5K 2 0.77% Increased
6753
RWM
Redstone Wealth Management
Oklahoma
$895K -$1.43K 2 0.58% Reduced
6754
RCP
Roan Capital Partners
Tennessee
$889K -$113K 1 0.74% Reduced
6755
ACM
Andina Capital Management
Utah
$889K -$707K 2 1.44% Reduced
6756
CWA
Cascade Wealth Advisors
Washington
$889K $0 1 0.36% Maintained
6757
FA
Fullerton Advisors
California
$885K -$98.7K 1 0.83% Reduced
6758
AI
Arrien Investments
Idaho
$884K +$52.9K 1 0.45% Increased
6759
TFP
TrueWealth Financial Partners
Washington
$882K -$4.03M 2 0.36% Reduced
6760
DB
Dravo Bay
Delaware
$880K -$79.2K 1 0.3% Reduced
6761
FD
Financial Designs
California
$874K -$11.7K 1 0.47% Reduced
6762
SHF
Stage Harbor Financial
Massachusetts
$874K +$110K 2 0.5% Increased
6763
MFG
MTM Financial Group
Pennsylvania
$862K -$56.3K 1 0.37% Reduced
6764
TWC
Tencap Wealth Coaching
Utah
$858K +$848K 1 0.27% New
6765
TPCM
Templeton & Phillips Capital Management
Tennessee
$858K -$1.15M 2 0.63% Reduced
6766
CWA
Carolina Wealth Advisors
South Carolina
$856K -$11.1K 6 0.34% Reduced
6767
VH
Visionary Horizons
Tennessee
$856K +$69.2K 1 0.36% Increased
6768
CC
Capstone Capital
Nevada
$855K +$2.57K 1 0.49% Increased
6769
CF
CDC Financial
Illinois
$854K -$41.7K 1 0.36% Reduced
6770
KV
Kickstand Ventures
New York
$853K +$343K 2 0.16% Increased
6771
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$848K -$47.5K 1 0.51% Reduced
6772
CFG
Copley Financial Group
California
$845K -$85.4K 2 0.51% Reduced
6773
OWA
OakTrust Wealth Advisors
Connecticut
$843K -$215K 2 0.73% Reduced
6774
RWM
Refined Wealth Management
Utah
$841K -$28.6K 1 0.51% Reduced
6775
SFO
Standard Family Office
South Dakota
$841K $0 3 0.74% Maintained