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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
976
Capstone Investment Advisors
Capstone Investment Advisors
New York
$205K +$222K 1 0% New
977
Allworth Financial
Allworth Financial
California
$203K +$97.9K 1 0% Increased
978
BG
Benedetti & Gucer
Georgia
$203K +$20.3K 1 0.14% Increased
979
EA
Ellsworth Advisors
Ohio
$203K -$286K 1 0.07% Reduced
980
EP Wealth Advisors
EP Wealth Advisors
California
$202K +$16.7K 1 0% Increased
981
GPFA
Game Plan Financial Advisors
Ohio
$202K +$246K 1 0.12% New
982
AP
Arlington Partners
Alabama
$201K $0 1 0.06% Maintained
983
CS
Comerica Securities
Michigan
$201K +$219K 1 0.01% New
984
NFG
Nations Financial Group
Iowa
$201K +$218K 1 0.02% New
985
TP
Tranquility Partners
Tennessee
$201K $0 1 0.09% Maintained
986
FWSM
First Wilshire Securities Management
California
$198K -$13.7K 1 0.07% Reduced
987
SWA
Stratos Wealth Advisors
Ohio
$198K +$240K 1 0.02% New
988
HCP
Hexagon Capital Partners
Arkansas
$197K +$125K 1 0.05% Increased
989
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$191K +$69.8K 2 0% Increased
990
TCM
Tradewinds Capital Management
Washington
$190K $0 2 0.03% Maintained
991
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$189K +$230K 1 0.01% New
992
SWM
Stockman Wealth Management
Montana
$189K $0 1 0.04% Maintained
993
RA
Resolute Advisors
California
$187K -$19.7K 1 0.01% Reduced
994
SHWM
Silicon Hills Wealth Management
Texas
$187K $0 1 0.12% Maintained
995
MIG
McGuire Investment Group
Rhode Island
$186K +$226K 1 0.03% New
996
SIA
SkyView Investment Advisors
New Jersey
$186K +$163K 1 0.04% Increased
997
XS
XR Securities
Illinois
$186K -$916K 1 0.03% Reduced
998
GAM
Griffin Asset Management
New York
$184K -$50.5K 1 0.02% Reduced
999
Caption Management
Caption Management
Oklahoma
$183K -$2.4M 1 0% Reduced
1000
Perigon Wealth Management
Perigon Wealth Management
California
$182K +$9.75K 1 0.01% Increased