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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$86.3K +$67.4K 1 0% New
1027
IPW
Impact Partnership Wealth
Georgia
$85.2K +$66.4K 1 0.03% New
1028
CCFM
Clear Creek Financial Management
Washington
$85.1K $0 1 0.01% Maintained
1029
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$83.6K -$12.8K 1 0% Reduced
1030
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$83.4K +$65.2K 1 0% New
1031
CA
Continuum Advisory
Idaho
$83.4K $0 1 0.01% Maintained
1032
CX Institutional
CX Institutional
Indiana
$83.4K $0 1 0% Maintained
1033
ACA
Atlas Capital Advisors
Wyoming
$81.3K +$63.6K 1 0.01% New
1034
GWMIA
Global Wealth Management Investment Advisory
Florida
$81.3K -$4.23K 1 0.02% Reduced
1035
PH
Pinnacle Holdings
Oklahoma
$80.1K $0 1 0.04% Maintained
1036
Zacks Investment Management
Zacks Investment Management
Illinois
$79.6K -$249K 1 0% Reduced
1037
SFO
Stokes Family Office
Louisiana
$78.9K +$61.4K 1 0.01% New
1038
SPM
Symmetry Peak Management
Pennsylvania
$78.9K +$61.4K 1 0.01% New
1039
VCA
Verdence Capital Advisors
Maryland
$78.9K $0 1 0.01% Maintained
1040
CFGS
Concourse Financial Group Securities
Alabama
$78.6K -$65.9K 2 0.01% Reduced
1041
FPF
First Pacific Financial
Washington
$77.4K +$73.4K 1 0.03% New
1042
Antipodes Partners
Antipodes Partners
Australia
$76K -$40K 1 0% Reduced
1043
CCA
Column Capital Advisors
Indiana
$74.4K +$27.9K 1 0.01% Increased
1044
Global Retirement Partners
Global Retirement Partners
California
$72.1K +$5.14K 5 0% Increased
1045
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.9K $0 2 0.02% Maintained
1046
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$68K +$34.8K 1 0% Increased
1047
VCM
Versant Capital Management
Arizona
$67.8K +$12.3K 4 0.02% Increased
1048
FWSM
First Wilshire Securities Management
California
$66K +$515 1 0.02% Increased
1049
VSQM
V-Square Quantitative Management
Illinois
$64.4K +$63.4K 1 0.05% New
1050
GC
Globeflex Capital
California
$63.4K -$32.9K 1 0.01% Reduced