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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
1151
SAM
Sompo Asset Management
Japan
$730K +$9.81K 2 0.12% Increased
1152
AWA
Arete Wealth Advisors
Illinois
$725K +$34K 1 0.05% Increased
1153
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$720K +$159K 2 0.01% Increased
1154
TWM
Trueblood Wealth Management
Ohio
$720K +$453K 2 0.25% Increased
1155
FFG
Floyd Financial Group
Missouri
$718K -$24K 1 0.47% Reduced
1156
Hantz Financial Services
Hantz Financial Services
Michigan
$716K +$72.2K 7 0.01% Increased
1157
AIM
Aigen Investment Management
New York
$715K -$4.09M 3 0.2% Reduced
1158
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$713K -$594K 2 0.01% Reduced
1159
TRIA
Trail Ridge Investment Advisors
Colorado
$712K -$10.1K 1 0.3% Reduced
1160
SCM
Stevens Capital Management
Pennsylvania
$706K -$2.93M 1 0.17% Reduced
1161
GIA
Gladstone Institutional Advisory
Florida
$703K +$83.3K 2 0.02% Increased
1162
EPI
Eddie Patel Inc
Illinois
$702K +$136K 1 0.42% Increased
1163
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$701K -$508K 2 0.01% Reduced
1164
AI
AdvisorShares Investments
Maryland
$697K +$486K 1 0.08% New
1165
MA
Mutual Advisors
Nebraska
$696K -$812K 2 0.01% Reduced
1166
PWMA
Pension & Wealth Management Advisors
Massachusetts
$692K -$42.4K 2 0.19% Reduced
1167
HFS
Hoge Financial Services
Pennsylvania
$689K +$3.77K 1 0.33% Increased
1168
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$689K -$473K 1 0.07% Reduced
1169
OA
Oak Associates
Ohio
$687K $0 1 0.04% Maintained
1170
CWG
Cornerstone Wealth Group
North Carolina
$686K -$1.44K 1 0.04% Reduced
1171
Twin Tree Management
Twin Tree Management
Texas
$680K +$524K 1 0.01% Increased
1172
LWAM
Legacy Wealth Asset Management
Minnesota
$679K +$12.6K 1 0.15% Increased
1173
NC
nVerses Capital
Florida
$678K -$493K 3 1.04% Reduced
1174
AL
Arnhold LLC
New York
$671K +$636K 1 0.05% New
1175
TWP
Tempus Wealth Planning
California
$670K +$249K 2 0.13% Increased