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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
1026
EARNEST Partners
EARNEST Partners
Georgia
$211K $0 2 0% Maintained
1027
FWM
Focused Wealth Management
New York
$211K +$8.26K 2 0.03% Increased
1028
MIG
Mariner Investment Group
New York
$211K $0 1 0.09% Maintained
1029
TCM
Tradewinds Capital Management
Washington
$211K +$2.07K 2 0.03% Increased
1030
RIA
Realta Investment Advisors
Delaware
$210K +$6.99K 1 0.05% Increased
1031
MPM
MBB Public Markets
Illinois
$207K +$216K 1 0% New
1032
BWA
Blodgett Wealth Advisors
California
$206K +$239K 1 0.16% New
1033
Gofen & Glossberg
Gofen & Glossberg
Illinois
$206K -$1.38K 1 0% Reduced
1034
EP Wealth Advisors
EP Wealth Advisors
California
$205K -$35.5K 1 0% Reduced
1035
PCP
Proficio Capital Partners
Massachusetts
$205K $0 1 0.03% Maintained
1036
TCM
Tuttle Capital Management
Connecticut
$204K +$13.9K 1 0.31% Increased
1037
AWM
Alterna Wealth Management
Texas
$203K +$211K 1 0.17% New
1038
Geneos Wealth Management
Geneos Wealth Management
Colorado
$203K +$25.9K 2 0.01% Increased
1039
IC
Intersect Capital
California
$203K +$8.91K 1 0.04% Increased
1040
TJHA
Thomas J. Herzfeld Advisors
Florida
$203K +$97.3K 2 0.07% Increased
1041
CPC
Congress Park Capital
New York
$202K +$210K 1 0.1% New
1042
TI
Telemetry Investments
New York
$202K +$164K 1 0.26% Increased
1043
CSB
City State Bank
Iowa
$201K +$201K 1 0.12% New
1044
TP
Tranquility Partners
Tennessee
$201K $0 1 0.09% Maintained
1045
WDL
Well Done LLC
Michigan
$201K +$233K 1 0.04% New
1046
ZCM
Zebra Capital Management
Connecticut
$200K +$172K 1 0.32% New
1047
FWM
Foresight Wealth Management
Utah
$198K +$229K 1 0% New
1048
1WA
180 Wealth Advisors
Washington
$192K -$26.6K 1 0.04% Reduced
1049
JGC
J. Goldman & Co
New York
$190K +$221K 1 0.01% New
1050
TCM
Traynor Capital Management
Pennsylvania
$188K +$219K 1 0.02% New