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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
851
TCTC Holdings
TCTC Holdings
Texas
$104K $0 1 0% Maintained
852
BMCM
Black Maple Capital Management
Wisconsin
$100K +$111K 1 0.07% New
853
SSB
Sandy Spring Bank
Maryland
$97K +$23.2K 2 0.01% Increased
854
LS
Leelyn Smith
Illinois
$96K +$27K 1 0.03% Increased
855
EWM
Edge Wealth Management
New York
$94K +$108K 1 0.02% New
856
TCWA
Ten Capital Wealth Advisors
Washington
$90K $0 1 0.02% Maintained
857
Smithfield Trust
Smithfield Trust
Pennsylvania
$87K +$80.6K 1 0.01% New
858
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$87K $0 1 0.06% Maintained
859
Global Retirement Partners
Global Retirement Partners
California
$77K -$11.7K 4 0.01% Reduced
860
GWSG
GPS Wealth Strategies Group
Colorado
$75K +$71.9K 2 0.02% New
861
ED
Exane Derivatives
France
$71.8K +$27.8K 1 0.02% Increased
862
FF
FourThought Financial
Florida
$71K +$63.1K 1 0.01% Increased
863
BCA
Berman Capital Advisors
Georgia
$68K +$24.9K 2 0.01% Increased
864
HMS
Hanseatic Management Services
New Mexico
$68K $0 1 0.14% Maintained
865
PFBT
Parkside Financial Bank & Trust
Missouri
$67K -$3.36K 5 0.02% Reduced
866
IFAM
Institutional & Family Asset Management
Colorado
$66K $0 1 0.01% Maintained
867
EI
Ellevest Inc
New York
$65K -$69.6K 1 0.01% Reduced
868
NFG
Next Financial Group
Texas
$60K +$31.3K 3 0.01% Increased
869
Jump Financial
Jump Financial
Illinois
$59K -$219K 1 0.01% Reduced
870
VCM
Versant Capital Management
Arizona
$59K -$20.4K 4 0.02% Reduced
871
LA
LexAurum Advisors
Kansas
$57K $0 1 0.02% Maintained
872
T
TOBAM
France
$57K $0 1 0% Maintained
873
MSFP
Mark Sheptoff Financial Planning
Connecticut
$56K $0 1 0.03% Maintained
874
TC
Truvestments Capital
Florida
$52K +$167 2 0.03% Increased
875
RCA
Ranch Capital Advisors
Florida
$50K +$42.7K 2 0.03% Increased