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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
SMA
Seven Mile Advisory
New Jersey
$81.8K +$84.4K 1 0.09% New
1052
Strategic Blueprint
Strategic Blueprint
Georgia
$81.8K +$90K 1 0.01% New
1053
Column Capital Advisors
Column Capital Advisors
Indiana
$81.5K +$321 1 0.01% Increased
1054
Nebula Research & Development
Nebula Research & Development
New York
$80.4K +$102K 1 0.04% New
1055
TAM
Tucker Asset Management
Colorado
$80.4K +$71.2K 1 0.02% Increased
1056
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$79.9K $0 1 0% Maintained
1057
Continuum Advisory
Continuum Advisory
Idaho
$79.9K $0 1 0.01% Maintained
1058
Northwest Wealth Management
Northwest Wealth Management
Iowa
$79.9K +$87.9K 1 0.03% New
1059
First Western Trust Bank
First Western Trust Bank
Colorado
$79.7K +$82.2K 1 0% New
1060
DWA
Dorsey Wright & Associates
California
$78.3K -$2.86K 1 0.02% Reduced
1061
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$77.9K $0 1 0.01% Maintained
1062
CFGS
Concourse Financial Group Securities
Alabama
$77.2K -$949 2 0.01% Reduced
1063
TFC Financial Management
TFC Financial Management
Massachusetts
$75.6K +$38.7K 1 0.02% Increased
1064
Allworth Financial
Allworth Financial
California
$74.7K -$13.8K 4 0% Reduced
1065
ProVise Management Group
ProVise Management Group
Florida
$74K +$76.3K 1 0.01% New
1066
OCM
Orion Capital Management
California
$73.6K +$64.3K 2 0.05% New
1067
Stokes Family Office
Stokes Family Office
Louisiana
$72.5K $0 1 0.01% Maintained
1068
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$72.5K $0 1 0.01% Maintained
1069
Washington Trust
Washington Trust
Rhode Island
$71K +$50.7K 2 0% Increased
1070
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.9K $0 2 0.02% Maintained
1071
Summit Securities Group
Summit Securities Group
New York
$69K +$76K 1 0.01% New
1072
Global Retirement Partners
Global Retirement Partners
California
$67.2K +$2.35K 5 0% Increased
1073
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$67K $0 1 0% Maintained
1074
FIM
Freedom Investment Management
Connecticut
$66.9K -$216K 1 0.01% Reduced
1075
Avior Wealth Management
Avior Wealth Management
Nebraska
$65.4K +$20.9K 4 0% Increased