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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
CA
Continuum Advisory
Idaho
$46.2K -$1.01K 1 0.01% Reduced
1052
SFG
SVB Financial Group
Texas
$46.2K +$61.2K 1 0.13% New
1053
CB
CNB Bank
Pennsylvania
$46.1K $0 1 0.03% Maintained
1054
FA
Fagan Associates
New York
$46.1K $0 1 0.01% Maintained
1055
Avior Wealth Management
Avior Wealth Management
Nebraska
$45.1K +$931 3 0% Increased
1056
Wolverine Asset Management
Wolverine Asset Management
Illinois
$44.7K -$12K 1 0% Reduced
1057
DMBA
Deseret Mutual Benefit Administrators
Utah
$44.6K -$30.1K 1 0.02% Reduced
1058
QC
QCM Cayman
Texas
$44.2K -$149K 1 0.68% Reduced
1059
MCM
MV Capital Management
Maryland
$43K $0 1 0.01% Maintained
1060
LSA
Lansing Street Advisors
Pennsylvania
$42.9K +$50.2K 1 0.03% New
1061
BWA
BDO Wealth Advisors
Florida
$41.7K -$2.48K 3 0.01% Reduced
1062
ECG
EPIQ Capital Group
California
$40.9K $0 1 0.02% Maintained
1063
DIM
Delta Investment Management
California
$40.7K +$43.5K 1 0.01% New
1064
Huntington National Bank
Huntington National Bank
Ohio
$39.4K -$914 6 0% Reduced
1065
FCT
First Community Trust
Iowa
$39K $0 1 0.05% Maintained
1066
T
TOBAM
France
$39K +$9.95K 2 0% Increased
1067
MSFP
Mark Sheptoff Financial Planning
Connecticut
$38.7K -$62.6K 3 0.02% Reduced
1068
CM
Crystalline Management
Canada
$37.6K +$49.8K 1 0.02% New
1069
PA
PSI Advisors
Florida
$33.3K -$2.95K 3 0.02% Reduced
1070
PMFA
Plante Moran Financial Advisors
Michigan
$32.8K +$9.84K 2 0% Increased
1071
Farther Finance Advisors
Farther Finance Advisors
California
$32.4K +$34.5K 5 0.01% New
1072
VCM
Versant Capital Management
Arizona
$32K -$8.65K 3 0.01% Reduced
1073
CM
Cornerstone Management
Georgia
$29.6K $0 1 0.01% Maintained
1074
Highbridge Capital Management
Highbridge Capital Management
New York
$29K $0 1 0% Maintained
1075
MPCG
Matrix Private Capital Group
New York
$28.7K $0 1 0.02% Maintained