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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
6801
RWM
Rolek Wealth Management
Pennsylvania
$812K +$286 1 0.45% Increased
6802
ACM
Arlington Capital Management
Illinois
$812K -$12.9K 2 0.5% Reduced
6803
CFG
Cornerstone Financial Group
Nebraska
$810K +$572 1 0.5% Increased
6804
HCP
Hamilton Capital Partners
Georgia
$808K -$546K 1 0.23% Reduced
6805
FOFP
Fee-Only Financial Planning
South Carolina
$804K -$37.2K 1 0.43% Reduced
6806
GC
Guilbault Capital
Louisiana
$800K -$502K 2 0.8% Reduced
6807
AA
AF Advisors
California
$796K -$1.81K 2 0.39% Reduced
6808
KPF
K2 Principal Fund
Ontario, Canada
$795K -$97.6K 2 0.06% Reduced
6809
LP
LGL Partners
Pennsylvania
$795K +$1.72K 2 0.29% Increased
6810
BFA
Bluestem Financial Advisors
Illinois
$794K -$5.43K 1 0.28% Reduced
6811
LAS
Lloyd Advisory Services
Georgia
$794K -$5.11M 8 0.31% Reduced
6812
AC
Almitas Capital
California
$793K $0 1 0.19% Maintained
6813
GAA
Green Alpha Advisors
Colorado
$791K -$2.42K 2 0.53% Reduced
6814
TWP
Tenet Wealth Partners
Illinois
$790K +$709K 2 0.59% New
6815
TFG
Team Financial Group
California
$788K -$74K 1 0.33% Reduced
6816
MWA
Merkkuri Wealth Advisors
New York
$786K -$239K 1 0.49% Reduced
6817
TWA
Trellis Wealth Advisors
California
$784K $0 1 0.27% Maintained
6818
WT
WHI Trust
Illinois
$779K -$122K 3 0.5% Reduced
6819
FFG
Fortune Financial Group
Florida
$778K -$742K 1 0.61% Reduced
6820
EWA
Elevate Wealth Advisory
Georgia
$778K +$44.3K 1 0.44% Increased
6821
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
$776K -$9.72K 1 0.41% Reduced
6822
LWM
Luminvest Wealth Management
Arizona
$776K +$224K 1 0.18% Increased
6823
VF
Vestment Financial
Minnesota
$772K +$1.43K 1 0.35% Increased
6824
MIM
Meros Investment Management
Texas
$768K -$390K 1 0.24% Reduced
6825
OM
OV Management
Minnesota
$759K -$547K 4 1.42% Reduced