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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
6901
HWM
Hassell Wealth Management
Louisiana
$590K -$57.5K 1 0.18% Reduced
6902
TCM
Timbuktu Capital Management
Massachusetts
$587K +$574K 6 0.88% New
6903
AIS
American Investment Services
Massachusetts
$581K $0 1 0.12% Maintained
6904
FWM
FLP Wealth Management
Arkansas
$577K +$6.29K 1 1.03% Increased
6905
GWL
Generations Wealth LLC
Ohio
$570K +$555K 2 0.54% New
6906
LFG
Leverty Financial Group
Wisconsin
$570K $0 1 0.11% Maintained
6907
BWM
Buska Wealth Management
Wisconsin
$567K +$81.2K 1 0.2% Increased
6908
BIM
Breakwater Investment Management
Washington
$566K +$9.86K 8 0.19% Increased
6909
YAIA
Yanni & Associates Investment Advisors
Pennsylvania
$564K -$10.3K 1 0.52% Reduced
6910
TF
Theory Financial
Colorado
$564K -$8.58K 1 0.18% Reduced
6911
OA
Oasis Advisors
Iowa
$556K -$32.9M 1 0.36% Reduced
6912
EFP
Envision Financial Planning
Tennessee
$554K +$2.29K 1 0.18% Increased
6913
GWMT
Guardian Wealth Management (Tennessee)
Tennessee
$554K +$7.19K 2 0.16% Increased
6914
Innovator Capital Management
Innovator Capital Management
Illinois
$553K -$165K 1 0.02% Reduced
6915
CAIM
Catherine Avery Investment Management
Florida
$552K -$2.65K 4 0.24% Reduced
6916
IW
Integrated Wealthcare
North Carolina
$552K $0 1 0.41% Maintained
6917
FI
Fractal Investments
Connecticut
$551K $0 1 0.06% Maintained
6918
NAC
NI Acquisitions Company
Pennsylvania
$551K +$3.61M 1 0.24% New
6919
MWM
Mittelman Wealth Management
Massachusetts
$549K -$346K 1 0.36% Reduced
6920
PAG
Poinciana Advisors Group
Florida
$542K -$78.1K 1 0.4% Reduced
6921
DJFS
Dean Jacobson Financial Services
Texas
$541K $0 1 0.3% Maintained
6922
SFG
Strategic Financial Group
Michigan
$541K $0 1 0.52% Maintained
6923
CI
Chartist Inc
California
$540K -$2.57K 2 0.34% Reduced
6924
CFGF
Compass Financial Group (Florida)
Florida
$540K +$226K 2 0.23% Increased
6925
TFA
TrustWell Financial Advisors
Florida
$537K +$35.5K 1 0.46% Increased