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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
701
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$59K +$41.3K 4 0% Increased
702
ZB
Zions Bancorporation
Utah
$56K +$58.7K 1 0.01% New
703
BW
Bison Wealth
Georgia
$54K -$17.4K 1 0.04% Reduced
704
IP
Intellectus Partners
California
$53K -$96.3K 1 0.02% Reduced
705
APA
American Portfolios Advisors
New York
$52.3K +$35.5K 2 0.01% Increased
706
MSR
Main Street Research
Connecticut
$52K $0 1 0.01% Maintained
707
FRA
Front Row Advisors
California
$49K $0 1 0.03% Maintained
708
MSFP
Mark Sheptoff Financial Planning
Connecticut
$49K -$17K 1 0.03% Reduced
709
QC
QCM Cayman
Texas
$49K +$53.9K 1 0.13% New
710
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$48K +$47.1K 1 0.01% New
711
CG
Clinton Group
New York
$47K +$52.2K 1 0.01% New
712
NO
Ninety One
South Africa
$46K +$52.3K 1 0.02% New
713
PCG
Private Capital Group
Connecticut
$44K -$39.4K 2 0.01% Reduced
714
WCM
Whitener Capital Management
North Carolina
$43K +$43.2K 1 0.03% New
715
Glenmede Trust
Glenmede Trust
Pennsylvania
$40K $0 3 0% Maintained
716
BCA
Bray Capital Advisors
Florida
$38K +$40K 1 0.02% New
717
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$38K +$11K 2 0% Increased
718
FANJ
Financial Architects (New Jersey)
New Jersey
$37K -$2.55K 1 0.01% Reduced
719
Krilogy Financial
Krilogy Financial
Missouri
$37K +$40.1K 2 0.01% New
720
TPWA
TRUE Private Wealth Advisors
Oregon
$35K $0 1 0.01% Maintained
721
MCM
Mainstay Capital Management
Michigan
$33K $0 1 0.03% Maintained
722
RFM
Royal Fund Management
Florida
$32K +$34.4K 1 0.01% New
723
CAW
Cornerstone Advisors (Washington)
Washington
$31K +$1.43K 3 0.02% Increased
724
FCAG
First Capital Advisors Group
New Jersey
$30K +$30.2K 2 0.02% New
725
Pathstone Family Office
Pathstone Family Office
New Jersey
$28K +$29.8K 1 0.02% New