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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
1076
MCC
Money Concepts Capital
Florida
$38K -$265K 1 0% Reduced
1077
TC
Truvestments Capital
Florida
$38K +$45.5K 3 0.02% New
1078
Huntington National Bank
Huntington National Bank
Ohio
$36K +$33.1K 5 0% Increased
1079
FCT
First Community Trust
Iowa
$35K $0 1 0.04% Maintained
1080
CM
Cornerstone Management
Georgia
$33.4K $0 1 0.01% Maintained
1081
BWA
BDO Wealth Advisors
Florida
$33K +$28.8K 3 0% Increased
1082
LCS
Levin Capital Strategies
New York
$32K $0 1 0% Maintained
1083
NL
NVWM LLC
Pennsylvania
$32K -$13K 2 0.01% Reduced
1084
T
TOBAM
France
$32K +$36.7K 1 0% Increased
1085
CA
Capitolis Advisors
New York
$31K $0 1 0% Maintained
1086
Emerald Advisers
Emerald Advisers
Pennsylvania
$31K +$196 1 0% Increased
1087
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$31K +$4.37K 6 0% Increased
1088
GWS
Glassman Wealth Services
Virginia
$30K +$29.6K 3 0.01% Increased
1089
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$30K +$39.3K 2 0.02% New
1090
IIA
IPG Investment Advisors
California
$29K -$7.12K 1 0.01% Reduced
1091
PMFA
Plante Moran Financial Advisors
Michigan
$29K +$17.4K 2 0% Increased
1092
RWM
Raffa Wealth Management
District of Columbia
$28.8K $0 1 0.01% Maintained
1093
TF
TimeScale Financial
Massachusetts
$28K +$15.6K 1 0.01% Increased
1094
TCM
Tuttle Capital Management
Connecticut
$28K +$125K 1 0.08% New
1095
CCA
Castle Creek Arbitrage
Colorado
$26K $0 1 0% Maintained
1096
NC
NewSquare Capital
Pennsylvania
$26K +$23.7K 1 0% Increased
1097
SSC
Syverson Strege & Co
Iowa
$26K +$30.5K 1 0.01% New
1098
CCA
Column Capital Advisors
Indiana
$25K $0 1 0% Maintained
1099
Gradient Investments
Gradient Investments
Minnesota
$23K -$136K 5 0% Reduced
1100
AF
Advisornet Financial
Minnesota
$22K -$3.6K 2 0% Reduced