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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
6976
SWA
Safir Wealth Advisors
New Hampshire
$465K +$117K 1 0.3% Increased
6977
IIM
Illumine Investment Management
Washington
$463K -$450K 0 – Closed
6978
Platinum Equity Advisors
Platinum Equity Advisors
California
$463K $0 1 0.01% Maintained
6979
GS
Gagnon Securities
New York
$459K +$10.4K 1 0.09% Increased
6980
RWM
Rezny Wealth Management
Florida
$458K +$58.9K 1 0.08% Increased
6981
FWA
Fidelis Wealth Advisors
Colorado
$457K +$34.9K 1 0.69% Increased
6982
MWM
McCartney Wealth Management
Missouri
$456K +$14.3K 1 0.35% Increased
6983
RCM
Rivernorth Capital Management
Florida
$454K -$452K 1 0.02% Reduced
6984
B
Bedminster
South Carolina
$452K -$198K 1 0.39% Reduced
6985
KMC
Kirr Marbach & Co
Indiana
$451K -$3.43K 1 0.08% Reduced
6986
SIAS
Summit Investment Advisory Services
Minnesota
$450K +$88.7K 1 0.11% Increased
6987
NFA
Northwest Financial Advisors
Virginia
$447K -$3.43K 1 0.06% Reduced
6988
JCA
January Capital Advisors
California
$447K -$15.7K 1 0.37% Reduced
6989
AIA
Acute Investment Advisory
Arizona
$443K $0 1 4.69% Maintained
6990
AA
ArborFi Advisors
Michigan
$442K -$10.6K 1 0.32% Reduced
6991
VAG
Vannoy Advisory Group
Texas
$441K -$2.57K 1 0.25% Reduced
6992
MWP
Moller Wealth Partners
$440K -$5.43K 1 0.08% Reduced
6993
MAFA
MJT & Associates Financial Advisory
Minnesota
$438K -$3.69K 8 0.29% Reduced
6994
FC
Family CFO
California
$436K $0 1 0.17% Maintained
6995
MWML
Morrissey Wealth Management, LLC
Connecticut
$435K +$373K 1 0.27% New
6996
TPW
TOP Private Wealth
Connecticut
$433K +$428K 1 0.42% New
6997
GD
Galaxy Digital
New York
$433K $0 1 0.03% Maintained
6998
PFA
Portland Financial Advisors
New York
$432K $0 1 0.79% Maintained
6999
NFGH
Nan Fung Group Holdings
Hong Kong
$432K +$409K 1 0.33% New
7000
PC
Purewater Capital
Texas
$430K -$896K 1 0.31% Reduced