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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
1051
Evercore Wealth Management
Evercore Wealth Management
New York
$103K $0 1 0% Maintained
1052
World Investment Advisors
World Investment Advisors
California
$103K +$125K 1 0.02% New
1053
PAM
Paradigm Asset Management
New York
$102K $0 1 0.03% Maintained
1054
ACS
Archford Capital Strategies
Illinois
$101K +$976 1 0.02% Increased
1055
SWA
Sutton Wealth Advisors
Florida
$101K -$3.48K 5 0.03% Reduced
1056
SIM
Sandia Investment Management
Massachusetts
$100K -$137K 1 0.01% Reduced
1057
TI
Telemetry Investments
New York
$100K -$26.1K 1 0.16% Reduced
1058
Wolverine Asset Management
Wolverine Asset Management
Illinois
$99K -$37.8K 2 0% Reduced
1059
LS
Leelyn Smith
Illinois
$93K $0 1 0.02% Maintained
1060
CMF
Counterpoint Mutual Funds
California
$89K +$95.2K 2 0.07% New
1061
FAG
Fortitude Advisory Group
Washington
$89K +$1.08K 2 0.05% Increased
1062
HI
Hudock Inc
Pennsylvania
$87K -$60.9K 1 0.02% Reduced
1063
RGF
Retirement Guys Formula
Ohio
$87K -$42.5K 1 0.06% Reduced
1064
C
Covestor
United Kingdom
$85K +$45.6K 8 0.06% Increased
1065
ACG
Allen Capital Group
Nebraska
$81K +$84.3K 1 0.02% New
1066
Arax Advisory Partners
Arax Advisory Partners
Colorado
$79K +$32.8K 4 0.01% Increased
1067
NF
NTB Financial
Colorado
$77K +$80.3K 1 0.06% New
1068
IFAM
Institutional & Family Asset Management
Colorado
$76K +$55.4K 2 0.01% Increased
1069
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$74K -$37.8K 1 0% Reduced
1070
EAM
Exos Asset Management
New York
$74K -$10.8K 1 0.03% Reduced
1071
FLC
Fifth Lane Capital
Texas
$73K +$76.1K 1 0.04% New
1072
PFBT
Parkside Financial Bank & Trust
Missouri
$72K +$1.94K 6 0.02% Increased
1073
FMP
Financial Management Professionals
Texas
$70K +$377 2 0.02% Increased
1074
LWA
Lenox Wealth Advisors
New York
$70K +$1.71K 2 0.01% Increased
1075
CI
Cigna Investments
Connecticut
$69K +$67.9K 1 0.01% New