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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
626
HSA
Hussman Strategic Advisors
Maryland
$49K $0 1 0.01% Maintained
627
CAW
Cornerstone Advisors (Washington)
Washington
$46K +$1.33K 3 0.03% Increased
628
OIM
Opus Investment Management
Massachusetts
$44K $0 1 0.01% Maintained
629
Whittier Trust
Whittier Trust
California
$42K $0 2 0% Maintained
630
AP
Advisors Preferred
Maryland
$38K +$31.2K 1 0.02% Increased
631
WAS
Winch Advisory Services
Wisconsin
$31K +$2.67M 1 0.02% New
632
Wolverine Asset Management
Wolverine Asset Management
Illinois
$31K +$29.5K 1 0% New
633
WIM
Westside Investment Management
California
$30.2K +$29.9K 1 0.02% New
634
MSFP
Mark Sheptoff Financial Planning
Connecticut
$28K -$24 1 0.02% Reduced
635
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$26K +$4.24K 1 0% Increased
636
GS
GAM Systematic
United Kingdom
$25K -$377K 1 0% Reduced
637
Quadrant Capital Group
Quadrant Capital Group
Ohio
$21K -$6.03K 4 0.01% Reduced
638
BCM
Blume Capital Management
California
$20K $0 1 0.01% Maintained
639
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$18K +$20 1 0% Increased
640
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$18K +$3.79K 2 0% Increased
641
PCA
Peddock Capital Advisors
Massachusetts
$17K $0 1 0.01% Maintained
642
IPC
Independent Portfolio Consultants
Florida
$14K -$34.1K 1 0.01% Reduced
643
Spot Trading
Spot Trading
Illinois
$13K -$32.4K 1 0% Reduced
644
YWP
YorkBridge Wealth Partners
New York
$13K $0 2 0.01% Maintained
645
PO
Private Ocean
California
$12K $0 1 0.01% Maintained
646
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$12K -$5.97K 3 0.01% Reduced
647
Balentine LLC
Balentine LLC
Georgia
$11K $0 1 0% Maintained
648
DIA
Davidson Investment Advisors
Montana
$11K $0 1 0% Maintained
649
SIA
SeaBridge Investment Advisors
New Jersey
$10K $0 1 0% Maintained
650
FPB
First PREMIER Bank
South Dakota
$9K $0 1 0.01% Maintained