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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
7126
LPP
Life Planning Partners
Florida
$248K $0 1 0.18% Maintained
7127
WLG
Williamson Legacy Group
Indiana
$247K -$853K 1 0.12% Reduced
7128
SCM
Semanteon Capital Management
Massachusetts
$246K +$253K 1 1.11% New
7129
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$245K -$499K 3 0.75% Reduced
7130
RC
Rareview Capital
Nevada
$245K $0 1 0.14% Maintained
7131
UAM
Unifi Asset Management
New York
$241K -$2.79M 1 0.1% Reduced
7132
HP
Highlander Partners
Texas
$240K $0 1 0.08% Maintained
7133
GAMA
Graticule Asia Macro Advisors
New York
$239K +$263K 2 0.02% New
7134
FP
FFG Partners
Florida
$237K +$235K 1 0.07% New
7135
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$237K -$34.3K 1 0.11% Reduced
7136
BCA
Bayshore Capital Advisors
Florida
$236K $0 1 0.11% Maintained
7137
ASW
Astoria Strategic Wealth
Texas
$235K -$2K 1 0.05% Reduced
7138
PA
PharVision Advisers
Florida
$233K +$208K 2 4.4% Increased
7139
ULWM
Upper Left Wealth Management
Florida
$232K $0 1 0.13% Maintained
7140
PAYA
Phil A. Younker & Associates
Alaska
$232K $0 1 0.16% Maintained
7141
SAS
SMI Advisory Services
Indiana
$231K +$211K 1 0.04% New
7142
CCM
Cutler Capital Management
Massachusetts
$228K +$225K 1 0.06% New
7143
AIA
Arrow Investment Advisors
Maryland
$226K +$246K 1 0.22% New
7144
HFA
Hershey Financial Advisers
Pennsylvania
$225K +$223K 1 0.16% New
7145
HCA
Harpswell Capital Advisors
Maine
$224K +$222K 1 0.14% New
7146
SFA
Spectrum Financial Alliance
Kentucky
$224K -$223K 1 0.03% Reduced
7147
IAA
Independence Asset Advisors
Pennsylvania
$223K +$221K 1 0.06% New
7148
FWSM
First Wilshire Securities Management
California
$223K +$220K 1 0.05% New
7149
FPFC
Financial Planning Fort Collins
Colorado
$223K +$201K 1 0.17% New
7150
WW
Winnow Wealth
Texas
$221K +$218K 1 0.15% New