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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
6826
SWM
Schwallier Wealth Management
Michigan
$757K -$42.6K 1 0.48% Reduced
6827
GWM
Global Wealth Management
New Jersey
$756K +$572 1 0.39% Increased
6828
WAM
Wilsey Asset Management
California
$754K +$193K 2 0.11% Increased
6829
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$753K +$76.7K 1 0.24% Increased
6830
VP
Verisail Partners
Georgia
$753K -$16.9K 1 0.28% Reduced
6831
LW
Lauer Wealth
Indiana
$751K +$53.8K 1 0.45% Increased
6832
TIA
Teucrium Investment Advisors
Vermont
$747K +$739K 1 0.67% New
6833
Main Management ETF Advisors
Main Management ETF Advisors
California
$746K -$4.47M 1 0.02% Reduced
6834
TFP
Traction Financial Partners
Wyoming
$744K -$6.58K 1 0.4% Reduced
6835
TCM
Twele Capital Management
Minnesota
$740K +$286 1 0.12% Increased
6836
LKIM
Lawson Kroeker Investment Management
Nebraska
$738K -$71.5K 1 0.2% Reduced
6837
TWM
Thryve Wealth Management
Texas
$737K -$799K 1 0.41% Reduced
6838
JWBC
John W. Brooker & Co
California
$733K +$60.9K 1 0.89% Increased
6839
TA
TKG Advisors
Indiana
$732K -$5.84M 1 0.25% Reduced
6840
TDWM
Topel & Distasi Wealth Management
California
$731K -$341K 1 0.35% Reduced
6841
PCMM
Piedmont Capital Management (Montana)
Montana
$729K +$57.2K 1 0.37% Increased
6842
NPAN
Northeast Planning Associates NH
New Hampshire
$729K +$35.8K 1 0.55% Increased
6843
TFP
Triune Financial Partners
Kansas
$728K +$213K 1 0.15% Increased
6844
IA
IFS Advisors
Kansas
$727K -$26.2K 7 0.35% Reduced
6845
DC
Dahring Cusmano
Michigan
$725K +$107K 1 0.38% Increased
6846
SC
Scratch Capital
Idaho
$722K +$74.1K 1 0.36% Increased
6847
DMKJ
David M. Knott Jr
$722K $0 1 0.38% Maintained
6848
PP
Pearl Planning
Michigan
$719K +$4.29K 1 0.33% Increased
6849
SEM
Strategic Equity Management
Arizona
$718K -$296K 1 0.24% Reduced
6850
CC
Cultivar Capital
Texas
$716K +$210K 1 0.46% Increased