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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
FA
Fagan Associates
New York
$49K +$63.3K 1 0.01% New
1052
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$49K +$56.7K 1 0% New
1053
KFS
Kaizen Financial Strategies
California
$49K +$63.3K 1 0.05% New
1054
LWP
Legacy Wealth Planning
Nevada
$49K +$63.3K 1 0.08% New
1055
MCM
MV Capital Management
Maryland
$49K +$49.4K 1 0.01% Increased
1056
IFAM
Institutional & Family Asset Management
Colorado
$48K $0 2 0.01% Maintained
1057
KPW
Kore Private Wealth
New York
$48K -$2.25M 1 0.01% Reduced
1058
ACG
Allen Capital Group
Nebraska
$46K $0 1 0.01% Maintained
1059
LMR Partners
LMR Partners
United Kingdom
$46K +$8.53K 1 0% Increased
1060
Avior Wealth Management
Avior Wealth Management
Nebraska
$45K $0 3 0% Maintained
1061
BWA
BDO Wealth Advisors
Florida
$45K +$20.4K 3 0.01% Increased
1062
OC
Oakworth Capital
Alabama
$45K $0 1 0.01% Maintained
1063
VCM
Versant Capital Management
Arizona
$45K +$12.4K 3 0.02% Increased
1064
ECG
EPIQ Capital Group
California
$44K -$14.2K 1 0.02% Reduced
1065
SL
Savior LLC
Massachusetts
$44K +$57.7K 1 0.04% New
1066
EPM
Equitec Proprietary Markets
Illinois
$43K $0 1 0.01% Maintained
1067
MPCG
Matrix Private Capital Group
New York
$41K $0 1 0.03% Maintained
1068
FP
Financial Perspectives
Minnesota
$40.5K +$24K 1 0.02% Increased
1069
MCC
Money Concepts Capital
Florida
$40K +$10.6K 2 0% Increased
1070
AWM
Atticus Wealth Management
Florida
$39K $0 1 0.02% Maintained
1071
Central Trust Company
Central Trust Company
Missouri
$38K -$91.4K 2 0% Reduced
1072
PA
PSI Advisors
Florida
$38K -$8.19K 3 0.02% Reduced
1073
Cowen and Company
Cowen and Company
New York
$36K +$57.7K 1 0% New
1074
Highbridge Capital Management
Highbridge Capital Management
New York
$36K -$58.2K 1 0% Reduced
1075
Huntington National Bank
Huntington National Bank
Ohio
$36K +$5.4K 5 0% Increased