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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
CA
Crewe Advisors
Utah
$96.1K $0 1 0.01% Maintained
977
VCM
Vivaldi Capital Management
Illinois
$95.8K -$431 1 0.03% Reduced
978
MSA
McAlister Sweet & Associates
Texas
$95.3K +$95.2K 1 0.1% New
979
CHA
Cooper/Haims Advisors
New York
$95.1K +$1.03K 1 0.08% Increased
980
SSG
Summit Securities Group
New York
$95K -$423K 3 0.01% Reduced
981
VF
VitalStone Financial
Texas
$95K -$222K 2 0.08% Reduced
982
Aspiriant LLC
Aspiriant LLC
California
$94.9K $0 1 0.01% Maintained
983
CCM
Chiron Capital Management
Florida
$94.1K -$4.82K 1 0.07% Reduced
984
JWCA
J.W. Cole Advisors
Florida
$92K +$5.29K 1 0.01% Increased
985
1WA
180 Wealth Advisors
Washington
$91.9K -$5.49K 1 0.02% Reduced
986
PHS
Pekin Hardy Strauss
Illinois
$91.4K $0 1 0.01% Maintained
987
CAM
Columbia Asset Management
Michigan
$91K $0 1 0.02% Maintained
988
IP
Intellectus Partners
California
$90.8K $0 1 0.03% Maintained
989
LWM
LJI Wealth Management
Indiana
$89.7K +$89.6K 1 0.03% New
990
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$87.8K +$42.6K 2 0% Increased
991
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$87.3K $0 1 0% Maintained
992
Banco Santander
Banco Santander
Spain
$87.3K $0 1 0% Maintained
993
GC
Globeflex Capital
California
$87.1K $0 1 0.01% Maintained
994
TCM
Traynor Capital Management
Pennsylvania
$87.1K -$6.67K 1 0.01% Reduced
995
World Investment Advisors
World Investment Advisors
California
$86.8K +$86.7K 1 0.02% New
996
SCA
Snowden Capital Advisors
New York
$85.7K +$14.1K 1 0% Increased
997
Atomi Financial Group
Atomi Financial Group
New York
$83.7K +$83.6K 1 0.05% New
998
DP
DDD Partners
Washington
$83.4K $0 1 0.01% Maintained
999
LW
Lauer Wealth
Indiana
$83.3K +$161K 1 0.1% New
1000
WFAG
Worth Financial Advisory Group
North Carolina
$83.1K $0 1 0.08% Maintained