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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
6776
CWRP
Cassady Wealth & Retirement Planning
Nevada
$839K +$94.4K 1 0.39% Increased
6777
SA
Sunesis Advisors
Kansas
$837K +$108K 1 0.35% Increased
6778
BHFP
Blom & Howell Financial Planning
California
$836K +$4K 1 0.7% Increased
6779
UFA
Uptown Financial Advisors
Texas
$833K $0 2 0.55% Maintained
6780
IWC
Infinity Wealth Counsel
Ohio
$833K -$286 1 0.67% Reduced
6781
MTCM
Mint Tower Capital Management
Netherlands
$833K +$225K 2 0.1% Increased
6782
BFS
Beacon Financial Strategies
North Carolina
$831K +$31.5K 5 0.41% Increased
6783
AAMC
Asset Allocation & Management Company
Illinois
$831K -$886K 2 0.27% Reduced
6784
OP
Oath Planning
Oklahoma
$830K +$133K 1 0.62% Increased
6785
SA
Stolz & Associates
Washington
$828K +$253K 1 0.52% Increased
6786
WGS
Washington Growth Strategies
District of Columbia
$827K $0 1 0.46% Maintained
6787
LCM
Lunt Capital Management
Utah
$827K $0 1 0.3% Maintained
6788
CRFG
Columbia River Financial Group
Washington
$827K -$17.2K 1 0.44% Reduced
6789
AFS
AFG Fiduciary Services
Massachusetts
$827K -$5.83M 1 0.64% Reduced
6790
CWP
Corepath Wealth Partners
Arizona
$826K +$53.8K 1 0.52% Increased
6791
GW
Graetz Wealth
Michigan
$826K +$16K 2 0.66% Increased
6792
FSA
Financial Services Advisory
Maryland
$825K +$116K 1 0.21% Increased
6793
IW
Imprint Wealth
South Carolina
$824K -$109K 4 3.35% Reduced
6794
KWM
KRM Wealth Management
Nevada
$824K -$13.4K 1 0.36% Reduced
6795
MWM
Magnolia Wealth Management
Alabama
$824K -$85.7K 1 0.43% Reduced
6796
MLTEF
Metatron Long Term Equity Fund
$823K +$771K 1 0.37% New
6797
BFS
Boyer Financial Services
California
$820K +$251K 1 0.69% Increased
6798
TFP
Townsend Financial Planning
Kentucky
$820K +$286 1 0.71% Increased
6799
TCTWM
Three Cord True Wealth Management
Pennsylvania
$817K +$11.4K 1 0.39% Increased
6800
CCMR
Core Capital Management & Research
Texas
$812K +$736K 5 0.43% New