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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
1226
TAM
Tucker Asset Management
Colorado
$429 $0 1 0% Maintained
1227
KTC
Kistler-Tiffany Companies
Pennsylvania
$369 -$6K 1 0% Reduced
1228
CFO
CVA Family Office
Colorado
$367 -$8.51K 1 0% Reduced
1229
HCM
Hollencrest Capital Management
California
$245 +$266 1 0% New
1230
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$220 $0 1 0% Maintained
1231
WPA
West Paces Advisors
Georgia
$207 $0 1 0% Maintained
1232
WBC
West Branch Capital
Massachusetts
$166 +$30 1 0% Increased
1233
JWM
Janiczek Wealth Management
Colorado
$135 $0 1 0% Maintained
1234
SCA
Stonebridge Capital Advisors
Minnesota
$88 -$2K 1 0% Reduced
1235
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$87 +$93.9K 1 0% New
1236
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$23 $0 1 0% Maintained
1237
1CM
1492 Capital Management
Wisconsin
$0 -$2.14M 0 – Closed
1238
AIA
Affinity Investment Advisors
California
$0 -$243K 0 – Closed
1239
ACG
Allen Capital Group
Nebraska
$0 -$46K 0 – Closed
1240
AIP
Almanack Investment Partners
Pennsylvania
$0 -$2K 0 – Closed
1241
ACM
AlphaCrest Capital Management
New York
$0 -$4.41M 0 – Closed
1242
AAM
AMI Asset Management
California
$0 -$2.04M 0 – Closed
1243
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$0 -$383K 0 – Closed
1244
ACS
Archford Capital Strategies
Illinois
$0 -$54K 0 – Closed
1245
ACM
Argent Capital Management
Missouri
$0 -$1.85M 0 – Closed
1246
AIM
Axiom Investment Management
New York
$0 -$133K 0 – Closed
1247
Axxcess Wealth Management
Axxcess Wealth Management
California
$0 -$893K 0 – Closed
1248
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$0 -$5.85M 0 – Closed
1249
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$0 -$1.36M 0 – Closed
1250
BGDR
BC Gestao de Recursos
Brazil
$0 -$4.47M 0 – Closed