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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
SW
SkyOak Wealth
Michigan
$242K +$339K 1 0.06% New
1002
ZIG
Zullo Investment Group
Pennsylvania
$242K +$280K 2 0.12% New
1003
Greenleaf Trust
Greenleaf Trust
Michigan
$241K +$251K 1 0% New
1004
CCP
Corient Capital Partners
California
$239K -$3.12K 1 0.02% Reduced
1005
QFA
Quattro Financial Advisors
Texas
$238K $0 1 0.08% Maintained
1006
CAM
Columbia Asset Management
Michigan
$237K $0 1 0.05% Maintained
1007
BCM
Beck Capital Management
Texas
$235K +$236K 1 0.07% New
1008
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$234K +$243K 1 0.01% New
1009
CWM
C2C Wealth Management
Arizona
$232K +$269K 1 0.03% New
1010
Centiva Capital
Centiva Capital
New York
$230K -$1.95M 1 0% Reduced
1011
CA
Crewe Advisors
Utah
$230K +$258K 1 0.05% Increased
1012
HIM
Hotaling Investment Management
Pennsylvania
$230K +$9.36K 1 0.08% Increased
1013
HI
Hudock Inc
Pennsylvania
$230K +$52.9K 1 0.06% Increased
1014
FWSM
First Wilshire Securities Management
California
$227K +$7.11K 1 0.07% Increased
1015
BTWM
Baker Tilly Wealth Management
Wisconsin
$224K +$183K 1 0.02% New
1016
GWSG
GPS Wealth Strategies Group
Colorado
$223K -$1.97K 2 0.05% Reduced
1017
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$222K +$257K 1 0.01% New
1018
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$221K $0 1 0.02% Maintained
1019
AP
Arlington Partners
Alabama
$220K $0 1 0.06% Maintained
1020
People's United Financial
People's United Financial
Connecticut
$218K -$319K 1 0.01% Reduced
1021
PHS
Pekin Hardy Strauss
Illinois
$216K +$226K 1 0.03% New
1022
Equitable Holdings
Equitable Holdings
New York
$213K +$247K 1 0% New
1023
SHFA
SC&H Financial Advisors
Maryland
$213K +$221K 1 0.12% New
1024
IF
Intrua Financial
Texas
$212K +$4.01K 1 0.04% Increased
1025
MIM
Meixler Investment Management
Arizona
$212K +$205K 1 0.22% New