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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
DMBA
Deseret Mutual Benefit Administrators
Utah
$109K +$10.6K 1 0.02% Increased
977
XWM
Xcel Wealth Management
Florida
$109K -$8.79K 1 0.04% Reduced
978
Allworth Financial
Allworth Financial
California
$108K -$57.6K 3 0% Reduced
979
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$106K +$34.3K 1 0.01% Increased
980
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$105K $0 1 0% Maintained
981
MIG
McGuire Investment Group
Rhode Island
$104K $0 1 0.02% Maintained
982
RA
Resolute Advisors
California
$104K $0 1 0.01% Maintained
983
SHWM
Silicon Hills Wealth Management
Texas
$104K $0 1 0.08% Maintained
984
Jefferies Group
Jefferies Group
New York
$102K -$1.71M 1 0% Reduced
985
AMG National Trust Bank
AMG National Trust Bank
Colorado
$102K +$138K 1 0% New
986
CSPAM
Cary Street Partners Asset Management
Virginia
$102K +$138K 1 0.02% New
987
Chilton Investment Company
Chilton Investment Company
Connecticut
$102K +$131K 1 0% New
988
CAN
Claraphi Advisory Network
United States
$102K -$87.2K 1 0.04% Reduced
989
FCA
FinTrust Capital Advisors
South Carolina
$101K -$60.6K 2 0.03% Reduced
990
CCM
Chiron Capital Management
Florida
$100K +$128K 1 0.06% New
991
HC
Hourglass Capital
Texas
$100K -$135K 1 0.04% Reduced
992
CI
Cigna Investments
Connecticut
$98K +$23.1K 1 0.02% Increased
993
TCTC Holdings
TCTC Holdings
Texas
$98K $0 1 0% Maintained
994
PCM
Pointe Capital Management
Michigan
$97K $0 1 0.07% Maintained
995
AW
ACG Wealth
Georgia
$96K +$104K 2 0.02% New
996
CFGS
Concourse Financial Group Securities
Alabama
$96K -$1.26M 2 0.01% Reduced
997
WCFA
Walkner Condon Financial Advisors
Wisconsin
$96K +$123K 1 0.03% New
998
SWA
Sutton Wealth Advisors
Florida
$95.6K +$22.8K 5 0.04% Increased
999
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$95K +$88.8K 1 0% Increased
1000
MTIM
Marathon Trading Investment Management
Pennsylvania
$95K +$94.6K 2 0.01% Increased