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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$305K $0 3 0% Maintained
627
KCM
Karp Capital Management
California
$300K $0 1 0.09% Maintained
628
Alpha Cubed Investments
Alpha Cubed Investments
California
$296K $0 1 0.03% Maintained
629
Raymond James Trust
Raymond James Trust
Florida
$283K -$6.9K 1 0.01% Reduced
630
JIR
James Investment Research
Ohio
$280K $0 1 0.02% Maintained
631
PWMG
Prestige Wealth Management Group
New Jersey
$276K -$9.43K 1 0.16% Reduced
632
MAFM
Mid Atlantic Financial Management
Pennsylvania
$275K -$234K 1 0.03% Reduced
633
OI
Oakbrook Investments
Illinois
$265K -$6.48K 1 0.02% Reduced
634
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$263K +$23.1K 1 0% Increased
635
Pendal Group
Pendal Group
Australia
$262K +$256K 1 0% New
636
PCS
Personal CFO Solutions
New Jersey
$261K +$255K 1 0.1% New
637
MAA
Mraz Amerine & Associates
California
$260K $0 1 0.08% Maintained
638
SGAM
Smith Group Asset Management
Texas
$258K $0 1 0.01% Maintained
639
ZCA
Zeke Capital Advisors
Pennsylvania
$257K +$48.4K 1 0.02% Increased
640
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$255K +$26.7K 3 0.01% Increased
641
FBT
First Bank & Trust
South Dakota
$254K +$16.7K 1 0.19% Increased
642
Parallel Advisors
Parallel Advisors
California
$252K +$33.3K 5 0.02% Increased
643
FCI
Financial Counselors Inc
Kansas
$248K -$69.6K 1 0.01% Reduced
644
BRWA
B. Riley Wealth Advisors
Florida
$246K +$240K 1 0.02% New
645
FCM
Flinton Capital Management
Pennsylvania
$245K +$16K 2 0.01% Increased
646
Bailard
Bailard
California
$243K +$49.4K 1 0.01% Increased
647
WSCM
Wellington Shields Capital Management
New York
$242K $0 1 0.04% Maintained
648
BFC
Bedel Financial Consulting
Indiana
$233K $0 1 0.14% Maintained
649
SM
SG3 Management
Puerto Rico
$232K +$151K 1 0.02% Increased
650
AWM
Alterna Wealth Management
Texas
$230K +$224K 1 0.27% New