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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
1001
HCP
Hexagon Capital Partners
Arkansas
$75K +$65.8K 1 0.02% Increased
1002
WCMNY
Westchester Capital Management (New York)
New York
$75K -$5.59M 1 0% Reduced
1003
EWM
Edge Wealth Management
New York
$72K -$14.3K 2 0.01% Reduced
1004
Global Retirement Partners
Global Retirement Partners
California
$70K +$1.74K 1 0.01% Increased
1005
YCM
Yakira Capital Management
Connecticut
$68K -$774K 1 0.01% Reduced
1006
AFG
Albion Financial Group
Utah
$67K +$66.5K 1 0.01% New
1007
OC
Oakworth Capital
Alabama
$67K $0 1 0.01% Maintained
1008
BU
BBVA USA
Alabama
$66K $0 3 0% Maintained
1009
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$66K +$51.3K 5 0% Increased
1010
T
TOBAM
France
$65K $0 1 0% Maintained
1011
LWM
Liberty Wealth Management
California
$64K +$25.8K 4 0.02% Increased
1012
MSFP
Mark Sheptoff Financial Planning
Connecticut
$64K $0 2 0.04% Maintained
1013
Pacer Advisors
Pacer Advisors
Pennsylvania
$61K +$61.9K 1 0% New
1014
TC
Truvestments Capital
Florida
$59K +$2.68K 3 0.03% Increased
1015
MAWCM
Mine & Arao Wealth Creation & Management
California
$58K +$8.78K 2 0.03% Increased
1016
PFBT
Parkside Financial Bank & Trust
Missouri
$58K +$3.32K 6 0.02% Increased
1017
DSM Capital Partners
DSM Capital Partners
Florida
$57K -$2.75M 1 0% Reduced
1018
EW
Evoke Wealth
California
$55K +$54.9K 1 0% New
1019
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$53K +$20.7K 7 0.01% Increased
1020
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$51K -$5.05M 1 0% Reduced
1021
CCA
Column Capital Advisors
Indiana
$50K $0 1 0.01% Maintained
1022
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$49K +$49.4K 3 0.01% New
1023
LA
LexAurum Advisors
Kansas
$47K $0 1 0.01% Maintained
1024
TCWM
Total Clarity Wealth Management
Illinois
$44K +$43.9K 1 0.02% New
1025
LWA
Lenox Wealth Advisors
New York
$43K +$49K 1 0.01% Increased