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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
WhitTier Trust Company
WhitTier Trust Company
Nevada
$136K -$29K 1 0.01% Reduced
927
PFA
Pathway Financial Advisers
Indiana
$135K +$23.6K 1 0.05% Increased
928
1IA
1620 Investment Advisors
Massachusetts
$133K +$177K 1 0.16% New
929
CSB
City State Bank
Iowa
$133K $0 1 0.08% Maintained
930
ZIG
Zullo Investment Group
Pennsylvania
$133K -$22.5K 1 0.08% Reduced
931
DAM
Delta Asset Management
Tennessee
$132K -$1.22K 2 0.01% Reduced
932
MIM
Meixler Investment Management
Arizona
$132K -$24K 1 0.13% Reduced
933
CFGS
Concourse Financial Group Securities
Alabama
$132K +$7.88K 3 0.01% Increased
934
AFO
Arrowroot Family Office
California
$129K +$129K 1 0.11% New
935
SWM
Salvus Wealth Management
New Jersey
$129K +$120K 1 0.1% New
936
SL
Summitry LLC
California
$128K $0 1 0.01% Maintained
937
AP
Arlington Partners
Alabama
$126K $0 2 0.02% Maintained
938
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$125K +$222 4 0% Increased
939
FBC
Fairfield, Bush & Co
Connecticut
$124K +$17.6K 1 0.04% Increased
940
CPRC
Consolidated Portfolio Review Corp
New York
$122K +$122K 1 0.03% New
941
Belpointe Asset Management
Belpointe Asset Management
Nevada
$122K -$50.6K 7 0.01% Reduced
942
DI
DDFG Inc
California
$121K +$6.45K 1 0.05% Increased
943
RA
Resolute Advisors
California
$120K -$50.1K 1 0.01% Reduced
944
SHWM
Silicon Hills Wealth Management
Texas
$120K $0 1 0.07% Maintained
945
T
TOBAM
France
$119K +$97.9K 2 0.01% Increased
946
Quadrant Capital Group
Quadrant Capital Group
Ohio
$118K +$29.1K 9 0.01% Increased
947
GW & Wade
GW & Wade
Massachusetts
$117K -$54.8K 1 0% Reduced
948
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$117K $0 1 0% Maintained
949
GSC
Ground Swell Capital
South Carolina
$115K +$120K 2 0.19% New
950
MIG
McGuire Investment Group
Rhode Island
$113K $0 1 0.02% Maintained