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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
CTC
Cetera Trust Company
Minnesota
$358K -$9.9K 1 0.23% Reduced
1102
CAM
Concorde Asset Management
Michigan
$356K +$81.1K 1 0.19% Increased
1103
FA
FDx Advisors
Illinois
$355K -$84.1K 1 0.1% Reduced
1104
GCM
Gallacher Capital Management
Colorado
$355K +$371K 1 0.18% New
1105
Probity Advisors
Probity Advisors
Texas
$353K -$21.4K 1 0.07% Reduced
1106
AGA
Accuvest Global Advisors
Utah
$346K +$89.5K 1 0.48% Increased
1107
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$343K $0 1 0.03% Maintained
1108
FAIM
Financial Advocates Investment Management
Washington
$343K -$67K 1 0.02% Reduced
1109
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$343K $0 1 0.01% Maintained
1110
FL
Fourthstone LLC
Missouri
$343K +$342K 1 0.07% New
1111
OL
one8zero8 LLC
North Carolina
$340K +$286K 1 0.07% New
1112
Jackson Thornton Wealth Management
Jackson Thornton Wealth Management
Alabama
$339K +$360K 1 0.04% New
1113
Pine Valley Investments
Pine Valley Investments
New Jersey
$338K -$144K 1 0.02% Reduced
1114
Western Wealth Management
Western Wealth Management
Colorado
$335K +$350K 1 0.02% New
1115
IWN
Independent Wealth Network
Iowa
$335K -$7.43K 1 0.14% Reduced
1116
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$334K +$159K 10 0.03% Increased
1117
YCG
Yeomans Consulting Group
Georgia
$334K +$282K 1 0.13% New
1118
First National Trust
First National Trust
Pennsylvania
$333K +$8.62K 1 0.01% Increased
1119
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$332K $0 1 0.01% Maintained
1120
Capula Management
Capula Management
Cayman Islands
$330K -$458K 1 0% Reduced
1121
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$329K +$24.7K 2 0.13% Increased
1122
CLA
Carnegie Lake Advisors
New Jersey
$325K -$57.8K 1 0.13% Reduced
1123
PWM
Prosperity Wealth Management
California
$324K -$228K 1 0.13% Reduced
1124
Requisite Capital Management
Requisite Capital Management
Texas
$324K $0 1 0.07% Maintained
1125
BIA
Beacon Investment Advisors
Maryland
$323K +$10.2K 1 0.15% Increased