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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
EWA
Emergent Wealth Advisors
New York
$477K +$14.2K 1 0.3% Increased
1152
MPM
Meritage Portfolio Management
Kansas
$477K +$27.2K 1 0.03% Increased
1153
Empirical Wealth Management
Empirical Wealth Management
Washington
$473K +$218K 2 0.01% Increased
1154
CWIG
Chung Wu Investment Group
Texas
$467K +$416K 1 0.49% New
1155
SHF
Safe Harbor Fiduciary
Florida
$464K +$413K 1 0.44% New
1156
AF
Aldebaran Financial
$459K -$84.4K 1 0.51% Reduced
1157
RCA
Ranch Capital Advisors
Florida
$458K +$332K 1 0.2% New
1158
PineBridge Investments
PineBridge Investments
New York
$458K -$888K 1 0% Reduced
1159
NAAA
New Age Alpha Advisors
New York
$457K +$94.9K 2 0.02% Increased
1160
HC
Hourglass Capital
Texas
$455K -$26.4K 1 0.11% Reduced
1161
FW
FullCircle Wealth
Texas
$454K -$3.33K 2 0.17% Reduced
1162
Congress Wealth Management
Congress Wealth Management
Massachusetts
$453K +$396K 1 0% New
1163
JCM
J2 Capital Management
Michigan
$451K +$393K 1 0.36% New
1164
FA
FDx Advisors
Illinois
$450K -$15.7K 1 0.14% Reduced
1165
MF
Manchester Financial
California
$444K $0 1 0.09% Maintained
1166
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$444K +$161K 2 0.01% Increased
1167
GWM
Gibbs Wealth Management
Georgia
$444K +$70.8K 1 0.09% Increased
1168
CreativeOne Wealth
CreativeOne Wealth
Kansas
$441K -$29.1K 1 0.01% Reduced
1169
PCM
Ping Capital Management
New York
$440K -$2.4K 1 0.11% Reduced
1170
NFSG
Newbridge Financial Services Group
Florida
$439K -$49.7K 3 0.07% Reduced
1171
SC
Syon Capital
California
$438K +$184K 2 0.03% Increased
1172
1IA
1620 Investment Advisors
Massachusetts
$437K $0 2 0.31% Maintained
1173
SSG
Summit Securities Group
New York
$434K -$633K 4 0.08% Reduced
1174
HCM
HMS Capital Management
Tennessee
$430K -$12.4K 1 0.19% Reduced
1175
CFS
Coordinated Financial Services
Colorado
$424K -$31.6K 1 0.29% Reduced