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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
NG
Norden Group
Utah
$145K $0 1 0.03% Maintained
1152
PCM
Palouse Capital Management
Washington
$144K -$9.74K 1 0.1% Reduced
1153
TCM
Tradewinds Capital Management
Washington
$143K $0 1 0.04% Maintained
1154
GWM
Greenwich Wealth Management
Connecticut
$143K $0 1 0.01% Maintained
1155
Allworth Financial
Allworth Financial
California
$142K +$56.9K 5 0% Increased
1156
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$142K $0 1 0% Maintained
1157
SFO
Stokes Family Office
Louisiana
$142K $0 1 0.02% Maintained
1158
MTIM
Marathon Trading Investment Management
Pennsylvania
$141K -$1.46M 1 0.01% Reduced
1159
IWN
Independent Wealth Network
Iowa
$137K +$2.52K 1 0.06% Increased
1160
AAM
Aureus Asset Management
Massachusetts
$137K $0 1 0.01% Maintained
1161
OP
Oslo Pensjonsforsikring
$136K +$134K 1 0.02% New
1162
SG
StoneX Group
New York
$136K +$68.8K 1 0.01% Increased
1163
World Investment Advisors
World Investment Advisors
California
$135K $0 1 0.01% Maintained
1164
JWM
Jessup Wealth Management
Ohio
$133K -$97K 1 0.06% Reduced
1165
MFGM
Marshall Financial Group (Maryland)
Maryland
$131K +$53.5K 1 0.04% Increased
1166
RIA
Regal Investment Advisors
Michigan
$131K +$9.45K 1 0.01% Increased
1167
JC
JBF Capital
Colorado
$130K -$953K 1 0.02% Reduced
1168
AE Wealth Management
AE Wealth Management
Kansas
$130K +$15.3K 1 0% Increased
1169
PIA
Powell Investment Advisors
Florida
$129K $0 1 0.07% Maintained
1170
NAS
NWF Advisory Services
California
$128K $0 1 0.02% Maintained
1171
SIA
SeaBridge Investment Advisors
New Jersey
$126K $0 1 0.03% Maintained
1172
MCM
Mainstay Capital Management
Michigan
$125K +$1.19K 1 0.02% Increased
1173
CAM
Concorde Asset Management
Michigan
$125K -$22.6K 1 0.08% Reduced
1174
B
Bensler
Washington
$124K $0 1 0.02% Maintained
1175
PCM
Pointe Capital Management
Michigan
$122K $0 1 0.08% Maintained