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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
KC
Kinloch Capital
Virginia
$203K +$7.94K 1 0.12% Increased
852
Independent Financial Group
Independent Financial Group
California
$203K -$91.9K 1 0.02% Reduced
853
CWMU
Caliber Wealth Management (Utah)
Utah
$202K $0 1 0.15% Maintained
854
PTC
Private Trust Company
Ohio
$202K +$194K 3 0.03% Increased
855
VWM
Vigilare Wealth Management
Arizona
$201K -$44.4K 1 0.12% Reduced
856
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$200K -$321K 1 0.01% Reduced
857
CSPAM
Cary Street Partners Asset Management
Virginia
$198K $0 1 0.04% Maintained
858
DGAM
Desjardins Global Asset Management
Quebec, Canada
$195K -$12.6K 1 0.03% Reduced
859
BIA
Beacon Investment Advisors
Maryland
$193K +$197K 1 0.16% New
860
HCM
Highlander Capital Management
New Jersey
$191K +$19.1K 1 0.1% Increased
861
TCM
Tradewinds Capital Management
Washington
$191K $0 2 0.09% Maintained
862
VF
VitalStone Financial
Texas
$190K +$211K 1 0.13% New
863
BWM
Bulltick Wealth Management
Florida
$189K -$49.6K 1 0.05% Reduced
864
CH
Canton Hathaway
Rhode Island
$189K $0 1 0.07% Maintained
865
CWC
Carolinas Wealth Consulting
North Carolina
$187K +$27 2 0.04% Increased
866
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$185K $0 1 0.01% Maintained
867
BCM
Bourgeon Capital Management
Connecticut
$185K -$5.97K 2 0.05% Reduced
868
CMS
Capital Market Strategies
Florida
$184K -$14.1K 1 0.2% Reduced
869
RSA
River Street Advisors
Illinois
$184K +$198K 1 0.2% New
870
HI
Hudock Inc
Pennsylvania
$179K +$4.88K 1 0.06% Increased
871
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$179K -$7.95K 1 0.01% Reduced
872
RBF Capital
RBF Capital
California
$175K +$171K 1 0.01% New
873
WIC
Woodmont Investment Counsel
Tennessee
$175K +$24.8K 1 0.02% Increased
874
Winton Group
Winton Group
United Kingdom
$175K -$519K 1 0.01% Reduced
875
GLA
Good Life Advisors
Pennsylvania
$173K +$10.4K 1 0.02% Increased