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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
776
CX Institutional
CX Institutional
Indiana
$1K +$864 1 0% New
777
HMS
Hanseatic Management Services
New Mexico
$1K $0 1 0% Maintained
778
IAS
IMA Advisory Services
Colorado
$1K +$1.31K 1 0% New
779
LWA
Lenox Wealth Advisors
New York
$1K $0 1 0% Maintained
780
NL
NVWM LLC
Pennsylvania
$1K $0 1 0% Maintained
781
SIS
Sound Income Strategies
Florida
$1K $0 1 0% Maintained
782
TFS
TrustCore Financial Services
Tennessee
$1K +$1.37K 2 0% New
783
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$1K $0 1 0% Maintained
784
AT
Arden Trust
Delaware
$0 -$232K 0 – Closed
785
ACM
Armbruster Capital Management
New York
$0 -$4K 0 – Closed
786
Armistice Capital
Armistice Capital
New York
$0 -$15.1M 0 – Closed
787
AC
Ashler Capital
Illinois
$0 -$97K 0 – Closed
788
Avantax Planning Partners
Avantax Planning Partners
Iowa
$0 -$73K 0 – Closed
789
ACP
Aviance Capital Partners
Florida
$0 -$1.44M 0 – Closed
790
BDF
Balasa Dinverno & Foltz
$0 -$223K 0 – Closed
791
BCM
Bluefin Capital Management
New York
$0 -$66.8K 0 – Closed
792
B
BP
United Kingdom
$0 -$1.41M 0 – Closed
793
BBA
Braun-Bostich & Associates
Pennsylvania
$0 $0 1 0% Maintained
794
BCM
Buckhead Capital Management
Georgia
$0 -$1.1M 0 – Closed
795
CMANY
Capital Management Associates (New York)
New York
$0 -$209K 0 – Closed
796
CI
Cigna Investments
Connecticut
$0 -$1.28M 0 – Closed
797
CBB
Citizens Business Bank
California
$0 -$204K 0 – Closed
798
CG
Clinton Group
New York
$0 -$47K 0 – Closed
799
CC
Cognios Capital
Kansas
$0 -$637K 0 – Closed
800
CIP
Convergence Investment Partners
Florida
$0 -$13K 0 – Closed