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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
1176
GSC
Ground Swell Capital
South Carolina
$261K +$273K 1 0.39% New
1177
UWM
USAdvisors Wealth Management
Minnesota
$259K -$3.2K 1 0.08% Reduced
1178
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$258K -$20.8K 1 0.07% Reduced
1179
MAS
Meeder Advisory Services
Ohio
$255K +$74K 1 0.02% Increased
1180
RIA
Regal Investment Advisors
Michigan
$255K +$215K 1 0.02% New
1181
Maven Securities
Maven Securities
Jersey
$254K +$214K 1 0.01% New
1182
SMA
Seven Mile Advisory
New Jersey
$254K +$68.4K 1 0.16% Increased
1183
AFG
Albion Financial Group
Utah
$253K $0 1 0.02% Maintained
1184
CFG
Cooper Financial Group
California
$253K +$18.7K 1 0.03% Increased
1185
CM
Cercano Management
Washington
$252K +$27.3K 1 0.01% Increased
1186
EARNEST Partners
EARNEST Partners
Georgia
$251K $0 1 0% Maintained
1187
T
TrueFG
Texas
$251K $0 1 0.08% Maintained
1188
AFG
American Financial Group
Ohio
$251K $0 1 0.11% Maintained
1189
CCM
Connective Capital Management
California
$250K +$265K 1 0.29% New
1190
RWA
Redhawk Wealth Advisors
Minnesota
$250K $0 1 0.03% Maintained
1191
ACM
Arlington Capital Management
Illinois
$249K +$320K 1 0.17% New
1192
Avior Wealth Management
Avior Wealth Management
Nebraska
$248K -$8.14K 6 0.01% Reduced
1193
Callan Family Office
Callan Family Office
Pennsylvania
$246K +$248K 1 0.02% New
1194
CWP
CFM Wealth Partners
Texas
$244K -$545 1 0.04% Reduced
1195
FWP
FAS Wealth Partners
Kansas
$244K -$3.9K 1 0.02% Reduced
1196
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$242K -$73.3K 1 0.01% Reduced
1197
LC
Lindbrook Capital
California
$242K -$2.43K 7 0.02% Reduced
1198
MSFP
Mark Sheptoff Financial Planning
Connecticut
$241K +$87.5K 3 0.13% Increased
1199
FA
Fiducient Advisors
Illinois
$239K +$187K 1 0.03% New
1200
SP
Sherman Porfolios
Idaho
$238K +$201K 1 0.1% New