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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
VWA
Visionary Wealth Advisors
Illinois
$82K -$11.2K 1 0.01% Reduced
977
PWM
Prosperity Wealth Management
California
$80.9K +$87K 1 0.08% New
978
FBC
Fairfield, Bush & Co
Connecticut
$80.7K +$13.9K 1 0.05% Increased
979
B
Bensler
Washington
$78.8K +$3.47K 1 0.02% Increased
980
PHS
Pekin Hardy Strauss
Illinois
$78.1K -$17.4K 1 0.01% Reduced
981
DA
Denali Advisors
California
$77.8K +$34.6K 2 0.03% Increased
982
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$77.6K +$83.5K 1 0.03% New
983
SIA
Schechter Investment Advisors
Michigan
$76.5K +$6.38K 1 0.01% Increased
984
VCM
Vivaldi Capital Management
Illinois
$76.4K $0 1 0.02% Maintained
985
SWM
Stockman Wealth Management
Montana
$76.1K +$81.8K 1 0.02% New
986
AFG
Albion Financial Group
Utah
$75.7K $0 1 0.01% Maintained
987
T
TCWP
Ohio
$75.6K +$81.3K 1 0.02% New
988
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$75.4K +$81.1K 1 0% New
989
Global Retirement Partners
Global Retirement Partners
California
$75.2K +$8.32K 5 0.01% Increased
990
CCM
Chiron Capital Management
Florida
$75.1K -$11.8K 1 0.05% Reduced
991
Banco Santander
Banco Santander
Spain
$74.6K +$79.7K 1 0% New
992
CAM
Concorde Asset Management
Michigan
$74.5K +$1.98K 1 0.07% Increased
993
CWG
Cornerstone Wealth Group
North Carolina
$74.1K +$79.2K 1 0.01% New
994
CA
Crewe Advisors
Utah
$73K -$4.48K 1 0.01% Reduced
995
GCMG
Gyroscope Capital Management Group
Florida
$72.8K -$496 1 0.02% Reduced
996
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.8K $0 2 0.02% Maintained
997
FFC
First Financial Corp
Indiana
$72.8K $0 1 0.04% Maintained
998
DCM
DGS Capital Management
New Jersey
$72.6K -$327K 1 0.05% Reduced
999
Aspiriant LLC
Aspiriant LLC
California
$72.1K $0 1 0% Maintained
1000
AIA Group
AIA Group
Hong Kong
$71.5K -$116K 1 0% Reduced