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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
926
Avantax Advisory Services
Avantax Advisory Services
Texas
$130K +$70.2K 1 0% Increased
927
AP
Arlington Partners
Alabama
$129K $0 1 0.05% Maintained
928
EARNEST Partners
EARNEST Partners
Georgia
$129K $0 2 0% Maintained
929
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$127K +$2.06K 1 0% Increased
930
Sageworth Trust
Sageworth Trust
Pennsylvania
$127K -$409K 3 0.01% Reduced
931
Sompo Asset Management
Sompo Asset Management
Japan
$127K -$17.4K 1 0.03% Reduced
932
XWM
Xcel Wealth Management
Florida
$127K +$33.2K 1 0.05% Increased
933
MIM
Meixler Investment Management
Arizona
$125K -$5.54K 1 0.15% Reduced
934
OTL
Oak Thistle LLC
New York
$125K +$162K 1 0.45% New
935
WPW
Warther Private Wealth
Ohio
$123K +$58K 1 0.1% Increased
936
Zions Bancorporation
Zions Bancorporation
Utah
$123K -$3.28K 2 0.01% Reduced
937
Credit Agricole
Credit Agricole
France
$122K +$119K 2 0% Increased
938
CCA
Cruiser Capital Advisors
Connecticut
$122K +$148K 1 0.11% New
939
ER
Enlightenment Research
Florida
$122K -$28.5K 1 0.27% Reduced
940
Magnetar Financial
Magnetar Financial
Illinois
$122K -$80.2K 1 0% Reduced
941
MP
MSD Partners
New York
$122K $0 1 0.01% Maintained
942
Delta Asset Management
Delta Asset Management
Tennessee
$121K +$127K 1 0.01% New
943
ZIG
Zullo Investment Group
Pennsylvania
$118K +$5.06K 2 0.08% Increased
944
IHT Wealth Management
IHT Wealth Management
Illinois
$116K +$150K 1 0.01% New
945
OHWP
Oak Harbor Wealth Partners
North Carolina
$116K $0 1 0.05% Maintained
946
Veritable
Veritable
Delaware
$115K -$538 1 0% Reduced
947
GWSG
GPS Wealth Strategies Group
Colorado
$114K +$2.77K 4 0.03% Increased
948
IWN
Independent Wealth Network
Iowa
$114K +$59.8K 1 0.09% Increased
949
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$113K -$748K 3 0.01% Reduced
950
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$112K +$6.77K 1 0.02% Increased