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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
DP
DDD Partners
Washington
$71.3K -$177K 1 0.01% Reduced
1002
TCM
Traynor Capital Management
Pennsylvania
$71.2K +$1.12K 1 0.01% Increased
1003
CHA
Cooper/Haims Advisors
New York
$71K $0 1 0.05% Maintained
1004
GIA
Gladstone Institutional Advisory
Florida
$70.1K -$217K 1 0% Reduced
1005
RBC
Romano Brothers & Co
Illinois
$70K +$15.1K 2 0.01% Increased
1006
SRC
Shufro Rose & Co
New York
$69.4K $0 1 0.01% Maintained
1007
CAM
Columbia Asset Management
Michigan
$69K $0 1 0.02% Maintained
1008
EP
Elkhorn Partners
Nebraska
$69K +$3.97K 1 0.05% Increased
1009
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$69K +$74.7K 1 0% New
1010
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$68.1K +$73.5K 3 0% New
1011
JWCA
J.W. Cole Advisors
Florida
$65.8K -$1.11K 1 0.01% Reduced
1012
RWMG
Redwood Wealth Management Group
New Jersey
$65.7K +$70.7K 1 0.08% New
1013
PCP
Proficio Capital Partners
Massachusetts
$65.3K +$1.96K 1 0.01% Increased
1014
FCAG
First Capital Advisors Group
New Jersey
$65.3K $0 1 0.04% Maintained
1015
WFAG
Worth Financial Advisory Group
North Carolina
$63.1K +$67.9K 1 0.07% New
1016
Allworth Financial
Allworth Financial
California
$62.1K -$10.6K 2 0% Reduced
1017
WCFA
Walkner Condon Financial Advisors
Wisconsin
$61.9K +$66.6K 1 0.02% New
1018
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$61K +$65.6K 1 0% New
1019
BHCM
Boulder Hill Capital Management
New York
$59.9K +$64K 1 0.05% New
1020
RFO
RiverGlades Family Offices
Florida
$59.1K +$63.5K 1 0.05% New
1021
WDL
Well Done LLC
Michigan
$58.6K +$50 1 0.01% Increased
1022
Callan Family Office
Callan Family Office
Pennsylvania
$57.4K +$61.3K 1 0.02% New
1023
FWM
FFT Wealth Management
Pennsylvania
$57.2K $0 1 0.01% Maintained
1024
PWP
Private Wealth Partners
California
$56.6K $0 1 0.01% Maintained
1025
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$56.5K +$40.4K 1 0% New