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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
VCA
Verdence Capital Advisors
Maryland
$138K +$52.7K 1 0.01% Increased
1077
PHK
Point72 Hong Kong
Hong Kong
$136K +$132K 4 0.01% New
1078
CHA
Cooper/Haims Advisors
New York
$135K -$15.1K 1 0.08% Reduced
1079
ACA
Atlas Capital Advisors
Wyoming
$135K +$38.9K 3 0.02% Increased
1080
PRS
Pinkerton Retirement Specialists
Idaho
$134K +$31.5K 1 0.03% Increased
1081
MFG
MidWestOne Financial Group
Iowa
$133K +$1.97K 1 0.03% Increased
1082
IAS
Insigneo Advisory Services
Florida
$132K +$105K 1 0.02% New
1083
WFAG
Worth Financial Advisory Group
North Carolina
$132K -$4.17K 1 0.11% Reduced
1084
CD
Chapin Davis
Maryland
$132K +$105K 1 0.06% New
1085
JWCA
J.W. Cole Advisors
Florida
$131K -$22.1K 1 0.01% Reduced
1086
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$130K +$2.4K 1 0% Increased
1087
T
TrueFG
Texas
$129K $0 1 0.05% Maintained
1088
MLIC
Mandatum Life Insurance Company
Finland
$129K +$103K 1 0.05% New
1089
BWM
Bulltick Wealth Management
Florida
$129K -$15.6K 1 0.03% Reduced
1090
Journey Strategic Wealth
Journey Strategic Wealth
New Jersey
$128K +$135K 1 0.01% New
1091
VCM
Vivaldi Capital Management
Illinois
$127K -$270 1 0.04% Reduced
1092
Cantor Fitzgerald
Cantor Fitzgerald
New York
$126K -$7.98K 1 0.03% Reduced
1093
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$126K +$18.8K 1 0% Increased
1094
MSFS
Main Street Financial Solutions
Pennsylvania
$126K +$596 1 0.02% Increased
1095
Geneos Wealth Management
Geneos Wealth Management
Colorado
$124K +$44.7K 4 0.01% Increased
1096
SRC
Shufro Rose & Co
New York
$124K $0 1 0.01% Maintained
1097
Ballentine Partners
Ballentine Partners
Massachusetts
$123K +$1.34K 1 0% Increased
1098
VSQM
V-Square Quantitative Management
Illinois
$122K +$31.1K 1 0.02% Increased
1099
PG
Prostatis Group
Maryland
$121K $0 1 0.05% Maintained
1100
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$121K $0 1 0% Maintained