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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
TIS
Tortoise Index Solutions
Kansas
$94K +$199 2 0.02% Increased
1002
XS
XR Securities
Illinois
$94K -$12.8K 1 0.03% Reduced
1003
CoreCap Advisors
CoreCap Advisors
Michigan
$93K +$118K 4 0.01% New
1004
EI
Ellevest Inc
New York
$93K +$10.6K 1 0.01% Increased
1005
PFBT
Parkside Financial Bank & Trust
Missouri
$93K +$42.9K 6 0.03% Increased
1006
CA
Crewe Advisors
Utah
$89K +$16.7K 2 0.02% Increased
1007
VCM
Vivaldi Capital Management
Illinois
$89K $0 1 0.02% Maintained
1008
FA
Financial Avengers
California
$88K $0 1 0.07% Maintained
1009
B
Bensler
Washington
$86.4K +$111K 1 0.02% New
1010
CP
Castleview Partners
Texas
$86.2K +$6.82K 1 0.07% Increased
1011
RGF
Retirement Guys Formula
Ohio
$84K -$122K 1 0.09% Reduced
1012
PHS
Pekin Hardy Strauss
Illinois
$83K -$29.4K 1 0.01% Reduced
1013
Aspiriant LLC
Aspiriant LLC
California
$82K $0 1 0% Maintained
1014
Avantax Advisory Services
Avantax Advisory Services
Texas
$82K -$239K 1 0% Reduced
1015
CAM
Concorde Asset Management
Michigan
$82K +$105K 1 0.12% New
1016
CHA
Cooper/Haims Advisors
New York
$82K $0 1 0.05% Maintained
1017
TCM
Traynor Capital Management
Pennsylvania
$82K +$106K 1 0.01% New
1018
PCG
Private Capital Group
Connecticut
$81K -$3.23K 2 0.06% Reduced
1019
KPF
K2 Principal Fund
Ontario, Canada
$79K +$101K 1 0.01% New
1020
WP
WealthSource Partners
California
$79K -$7.47K 1 0.01% Reduced
1021
CAWM
Capital Advisors Wealth Management
Washington
$78K +$16.1K 1 0.03% Increased
1022
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$78K +$100K 1 0.01% New
1023
LMR Partners
LMR Partners
United Kingdom
$78K +$344K 1 0% New
1024
Scotia Capital
Scotia Capital
Ontario, Canada
$78K +$100K 1 0% New
1025
FBC
Fairfield, Bush & Co
Connecticut
$77K -$8.79K 1 0.05% Reduced