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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
Wolverine Asset Management
Wolverine Asset Management
Illinois
$77K +$11.7K 2 0% Increased
1027
FCAG
First Capital Advisors Group
New Jersey
$75K +$95.7K 1 0.05% New
1028
HI
Hudock Inc
Pennsylvania
$75K +$34.6K 1 0.03% Increased
1029
RIA
Realta Investment Advisors
Delaware
$75K +$93.4K 1 0.02% New
1030
DA
Denali Advisors
California
$74K -$3.73M 2 0.03% Reduced
1031
EP
Elkhorn Partners
Nebraska
$74K +$94.6K 1 0.05% New
1032
NICM
Neo Ivy Capital Management
New York
$74K +$88.3K 1 0.2% New
1033
IWN
Independent Wealth Network
Iowa
$73K +$17.4K 1 0.05% Increased
1034
C
Covestor
United Kingdom
$72K +$9.88K 7 0.06% Increased
1035
FWM
Focused Wealth Management
New York
$71K +$79.9K 2 0.01% Increased
1036
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$71K +$90.9K 1 0% New
1037
PCP
Proficio Capital Partners
Massachusetts
$70K +$2.78K 1 0.01% Increased
1038
GLA
Good Life Advisors
Pennsylvania
$68K +$87K 1 0.01% New
1039
AWS
AJ Wealth Strategies
New York
$67K +$91.5K 1 0% New
1040
WDL
Well Done LLC
Michigan
$67K $0 1 0.01% Maintained
1041
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$66K +$84.8K 1 0.01% New
1042
GCMG
Gyroscope Capital Management Group
Florida
$65K +$83.1K 1 0.02% New
1043
PG
Prostatis Group
Maryland
$64.3K $0 1 0.1% Maintained
1044
1WA
180 Wealth Advisors
Washington
$64K +$79.9K 1 0.02% New
1045
EPM
Equitec Proprietary Markets
Illinois
$64K +$5.31K 1 0.02% Increased
1046
Arax Advisory Partners
Arax Advisory Partners
Colorado
$62K +$2.74K 4 0.01% Increased
1047
MSA
McAlister Sweet & Associates
Texas
$62K $0 1 0.06% Maintained
1048
GWMIA
Global Wealth Management Investment Advisory
Florida
$61K +$851 1 0.02% Increased
1049
MPCG
Matrix Private Capital Group
New York
$61K +$82K 1 0.03% New
1050
Krilogy Financial
Krilogy Financial
Missouri
$60K -$3.38K 1 0.01% Reduced