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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
876
CCA
Column Capital Advisors
Indiana
$46K $0 1 0.01% Maintained
877
DWA
Dorsey Wright & Associates
California
$42.7K +$41.3K 1 0.5% New
878
PMFA
Plante Moran Financial Advisors
Michigan
$41K +$17.6K 1 0.01% Increased
879
LWM
Liberty Wealth Management
California
$38K $0 3 0.02% Maintained
880
WC
Winmill & Co
New Hampshire
$36K +$41.7K 1 0.01% New
881
HCP
Hexagon Capital Partners
Arkansas
$34K +$39.5K 1 0.01% New
882
PHK
Point72 Hong Kong
Hong Kong
$34K -$75.1K 1 0% Reduced
883
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$34K +$39.5K 1 0.03% New
884
Avior Wealth Management
Avior Wealth Management
Nebraska
$32K $0 1 0% Maintained
885
RE
RBC Europe
United Kingdom
$30.1K +$30.6K 2 0% New
886
EWA
Evolution Wealth Advisors
Florida
$30K +$9.75K 2 0.01% Increased
887
SAI
Systematic Alpha Investments
New Jersey
$30K $0 1 0% Maintained
888
CWP
Concord Wealth Partners
Virginia
$29K +$27.1K 1 0.01% New
889
DOA
D'Orazio & Associates
Virginia
$27K +$23.5K 1 0.01% New
890
LC
Lindbrook Capital
California
$27K +$1.47K 2 0.01% Increased
891
SIS
Sound Income Strategies
Florida
$26.1K +$29.6K 2 0% Increased
892
BWP
Baldwin Wealth Partners
Massachusetts
$26K +$29.6K 1 0% New
893
First Horizon Advisors
First Horizon Advisors
Tennessee
$25K +$20.2K 3 0% Increased
894
HIA
Harbor Investment Advisory
Maryland
$25K +$19.7K 1 0% New
895
WAP
Wealthcare Advisory Partners
Pennsylvania
$25K +$23.3K 1 0% New
896
LGWM
Litman Gregory Wealth Management
California
$23K $0 1 0% Maintained
897
MAWCM
Mine & Arao Wealth Creation & Management
California
$23K $0 1 0.02% Maintained
898
SIM
Sonora Investment Management
Arizona
$22K +$1.67K 1 0% Increased
899
NICM
Neo Ivy Capital Management
New York
$21K -$83.5K 1 0.02% Reduced
900
NC
NewSquare Capital
Pennsylvania
$21K +$9.77K 1 0% Increased