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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
7101
CSIA
Carl Stuart Investment Advisor
Texas
$285K -$7.15K 1 0.11% Reduced
7102
PGWA
Plus Group Wealth Advisors
Wisconsin
$282K -$17.2K 1 0.26% Reduced
7103
MFG
Mann Financial Group
Minnesota
$281K $0 1 0.24% Maintained
7104
CWM
Capstone Wealth Management
Montana
$281K +$12K 1 0.21% Increased
7105
BL
Bleichroeder LP
New York
$276K $0 2 0.05% Maintained
7106
BCM
Brown Capital Management
Maryland
$275K -$48.4M 1 0.06% Reduced
7107
AFO
Aurelius Family Office
New Hampshire
$275K $0 1 0.11% Maintained
7108
AIC
Allodium Investment Consultants
Minnesota
$271K -$65.5K 1 0.12% Reduced
7109
RCM
Richardson Capital Management
Wisconsin
$270K -$261K 4 0.12% Reduced
7110
PCM
Peirce Capital Management
Texas
$269K $0 1 0.1% Maintained
7111
BFM
Broadview Financial Management
Wisconsin
$267K +$264K 1 0.16% New
7112
BOCM
Bontempo Ohly Capital Management
Maryland
$267K +$17.7K 1 0.11% Increased
7113
GWM
Grand Wealth Management
Michigan
$267K +$29.7K 1 0.11% Increased
7114
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$265K -$25.7K 1 0.01% Reduced
7115
AI
Atomic Invest
New York
$265K -$19K 6 0.02% Reduced
7116
SRSA
S.R. Schill & Associates
Washington
$264K -$67.8K 1 0.16% Reduced
7117
NL
NorthAvenue LLC
Ohio
$260K +$749 8 0.19% Increased
7118
KCA
Kastel Capital Advisors
Massachusetts
$260K $0 1 0.16% Maintained
7119
MC
McMorgan & Co
California
$260K -$2.5K 1 0.04% Reduced
7120
VWM
VanWeelden Wealth Management
Ohio
$257K -$236K 1 0.19% Reduced
7121
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$257K -$251K 1 0.16% Reduced
7122
SFP
Sherwood Financial Partners
California
$256K $0 1 0.21% Maintained
7123
SF
SeedSafe Financial
Texas
$252K +$499 1 0.18% Increased
7124
NDWM
New Dimensions Wealth Management
Texas
$251K +$12.6K 1 0.19% Increased
7125
MAG
Members Advisory Group
New York
$250K $0 1 0.07% Maintained