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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
SIA
Schechter Investment Advisors
Michigan
$92K -$757K 1 0.01% Reduced
977
CCM
Chiron Capital Management
Florida
$91K -$1.84K 1 0.06% Reduced
978
PCM
Pointe Capital Management
Michigan
$90K $0 1 0.07% Maintained
979
TFA
TPG Financial Advisors
Oregon
$90K +$94.3K 1 0.06% New
980
XS
XR Securities
Illinois
$87K +$747 1 0.05% Increased
981
MIG
McGuire Investment Group
Rhode Island
$86K -$13.7K 1 0.02% Reduced
982
UAS
United Asset Strategies
New York
$86K +$89.5K 1 0.01% New
983
Facet Wealth Inc
Facet Wealth Inc
Maryland
$83K +$79.1K 1 0.01% New
984
CA
Crewe Advisors
Utah
$82K $0 2 0.01% Maintained
985
DMBA
Deseret Mutual Benefit Administrators
Utah
$82K -$9.7K 1 0.02% Reduced
986
Allworth Financial
Allworth Financial
California
$81K -$9.39K 2 0% Reduced
987
SWA
Sutton Wealth Advisors
Florida
$80.3K -$6.69K 5 0.03% Reduced
988
AFG
Albion Financial Group
Utah
$80K -$104K 1 0.01% Reduced
989
GWMIA
Global Wealth Management Investment Advisory
Florida
$80K +$30.5K 1 0.03% Increased
990
B
Bensler
Washington
$80K $0 1 0.02% Maintained
991
VCM
Vivaldi Capital Management
Illinois
$79K -$6.33K 1 0.02% Reduced
992
GCMG
Gyroscope Capital Management Group
Florida
$78K +$22.8K 1 0.03% Increased
993
CAM
Concorde Asset Management
Michigan
$77K +$1.58K 1 0.09% Increased
994
Aspiriant LLC
Aspiriant LLC
California
$76K $0 1 0% Maintained
995
CHA
Cooper/Haims Advisors
New York
$76K $0 1 0.06% Maintained
996
SRC
Shufro Rose & Co
New York
$75K +$78.2K 1 0.01% New
997
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$74K -$22.4K 2 0% Reduced
998
RBC
Romano Brothers & Co
Illinois
$74K +$67.7K 1 0.01% New
999
TCM
Traynor Capital Management
Pennsylvania
$74K -$2.97K 1 0.01% Reduced
1000
CA
Calton & Associates
Florida
$73K +$94.9K 1 0.04% New