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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
1101
FA
Fiducient Advisors
Illinois
$204K +$218K 1 0.03% New
1102
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$202K $0 1 0.01% Maintained
1103
CA
Calton & Associates
Florida
$201K +$21.2K 1 0.1% Increased
1104
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$200K +$36.1K 1 0.08% Increased
1105
Moran Wealth Management
Moran Wealth Management
Florida
$199K +$40.2K 1 0.01% Increased
1106
Americana Partners
Americana Partners
Texas
$199K +$13K 1 0.02% Increased
1107
VWM
Venturi Wealth Management
Texas
$198K +$166K 3 0.01% Increased
1108
CP
Cumberland Partners
Ontario, Canada
$198K -$264K 1 0.01% Reduced
1109
WAP
Wealthcare Advisory Partners
Pennsylvania
$198K +$22.7K 1 0.01% Increased
1110
AT
Arlington Trust
Alabama
$195K $0 2 0.05% Maintained
1111
Synovus Financial
Synovus Financial
Georgia
$194K $0 1 0% Maintained
1112
GLA
Good Life Advisors
Pennsylvania
$192K +$35 1 0.02% Increased
1113
TCTC Holdings
TCTC Holdings
Texas
$189K $0 1 0.01% Maintained
1114
Farther Finance Advisors
Farther Finance Advisors
California
$189K +$56.1K 11 0.01% Increased
1115
HUB Investment Partners
HUB Investment Partners
Texas
$184K -$21.2K 1 0.01% Reduced
1116
AC
Aristides Capital
Kentucky
$184K -$402K 1 0.05% Reduced
1117
SC
Seldon Capital
California
$183K $0 1 0.1% Maintained
1118
Avior Wealth Management
Avior Wealth Management
Nebraska
$181K -$31.2K 6 0.01% Reduced
1119
Empirical Wealth Management
Empirical Wealth Management
Washington
$180K +$46.6K 1 0.01% Increased
1120
PWP
Private Wealth Partners
California
$179K $0 1 0.01% Maintained
1121
FFS
Founders Financial Securities
Maryland
$179K +$14.1K 1 0.02% Increased
1122
LC
Lindbrook Capital
California
$178K -$16.8K 6 0.02% Reduced
1123
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$176K -$2.12K 1 0.12% Reduced
1124
SWM
SeaCrest Wealth Management
New York
$175K -$9.29K 1 0.02% Reduced
1125
TCM
Traynor Capital Management
Pennsylvania
$173K +$53.5K 1 0.01% Increased