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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
TCM
Tradewinds Capital Management
Washington
$61K +$60.9K 1 0.02% New
702
TIS
Tortoise Index Solutions
Kansas
$60K +$51K 2 0.02% Increased
703
Quadrant Capital Group
Quadrant Capital Group
Ohio
$59K +$49.8K 3 0.01% Increased
704
LWM
Liberty Wealth Management
California
$55K +$62.2K 3 0.05% Increased
705
SWA
Sutton Wealth Advisors
Florida
$54.1K $0 3 0.03% Maintained
706
TC
Truvestments Capital
Florida
$53K +$11.2K 2 0.03% Increased
707
VCM
Versant Capital Management
Arizona
$53K +$3.7K 4 0.02% Increased
708
AIM
Advantage Investment Management
Iowa
$50K -$9.53K 3 0.04% Reduced
709
CFA
Carroll Financial Associates
North Carolina
$44K +$259 1 0% Increased
710
WCM
Whitener Capital Management
North Carolina
$43K $0 1 0.02% Maintained
711
MUFG Americas
MUFG Americas
New York
$39K $0 1 0% Maintained
712
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K $0 1 0% Maintained
713
MSFP
Mark Sheptoff Financial Planning
Connecticut
$33K $0 1 0.02% Maintained
714
RCAG
Rehmann Capital Advisory Group
Michigan
$29.4K +$8.01K 2 0% Increased
715
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$27K $0 1 0.01% Maintained
716
FPS
Fieldpoint Private Securities
Connecticut
$27K -$4.08K 1 0.01% Reduced
717
PFBT
Parkside Financial Bank & Trust
Missouri
$26K +$3.47K 4 0.01% Increased
718
FIA
FNY Investment Advisers
New York
$25K +$21K 1 0.01% Increased
719
MWC
MBM Wealth Consultants
Missouri
$25K $0 1 0.02% Maintained
720
FA
Financial Advantage
Maryland
$24K +$23.7K 1 0.02% New
721
EW
Evoke Wealth
California
$23.3K +$22.7K 1 0% New
722
SIA
SeaBridge Investment Advisors
New Jersey
$23K $0 1 0.01% Maintained
723
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22K -$488K 2 0% Reduced
724
HR
Howe & Rusling
New York
$22K +$1.94K 2 0% Increased
725
SBL
Sargent Bickham Lagudis
Colorado
$22K -$6K 1 0% Reduced