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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
951
BC
Bridgefront Capital
Texas
$227K -$366K 1 0.28% Reduced
952
WI
WrapManager Inc
California
$225K +$264K 1 0.06% New
953
Winton Group
Winton Group
United Kingdom
$224K -$2.44M 1 0.01% Reduced
954
GWSG
GPS Wealth Strategies Group
Colorado
$223K +$17.9K 1 0.05% Increased
955
MSFP
Mark Sheptoff Financial Planning
Connecticut
$223K +$179K 3 0.11% Increased
956
CCM
CTC Capital Management
Illinois
$222K +$264K 2 0.6% New
957
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$221K $0 1 0.01% Maintained
958
QFA
Quattro Financial Advisors
Texas
$217K $0 1 0.07% Maintained
959
PHS
Pekin Hardy Strauss
Illinois
$216K +$40.1K 1 0.03% Increased
960
ZIG
Zullo Investment Group
Pennsylvania
$215K +$81.8K 2 0.11% Increased
961
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$214K $0 1 0.02% Maintained
962
CCIA
Campbell & Co Investment Adviser
Maryland
$213K +$243K 1 0.06% New
963
FCA
FinTrust Capital Advisors
South Carolina
$213K -$94.3K 2 0.05% Reduced
964
JWCA
J.W. Cole Advisors
Florida
$213K +$133K 1 0.01% Increased
965
SCM
Sterneck Capital Management
Missouri
$213K +$231K 1 0.13% New
966
VCA
Verdence Capital Advisors
Maryland
$212K +$230K 1 0.02% New
967
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$132K 1 0.01% Reduced
968
MPM
Meritage Portfolio Management
Kansas
$211K +$214K 1 0.01% New
969
FW
FirstPurpose Wealth
Utah
$210K +$224K 1 0.16% New
970
BWP
BSW Wealth Partners
Colorado
$209K +$226K 1 0.05% New
971
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$208K -$52.6K 1 0.01% Reduced
972
NPF
Norris Perne & French
Michigan
$208K +$226K 1 0.02% New
973
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$208K -$8.88K 1 0.01% Reduced
974
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$208K +$206K 1 0% New
975
XWM
Xcel Wealth Management
Florida
$208K +$253K 1 0.06% New