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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
1251
YCG
Yeomans Consulting Group
Georgia
$460K +$424K 1 0.16% New
1252
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$456K -$11.9M 1 0% Reduced
1253
C
Covestor
United Kingdom
$455K -$245K 13 0.25% Reduced
1254
SWGC
Summit Wealth Group (Colorado)
Colorado
$453K +$377K 2 0.05% New
1255
LIA
Limestone Investment Advisors
New York
$453K -$1.91M 1 0.04% Reduced
1256
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$452K +$160K 1 0.01% Increased
1257
AWM
Adams Wealth Management
Utah
$450K $0 1 0.1% Maintained
1258
1IA
1620 Investment Advisors
Massachusetts
$447K -$2.45K 2 0.3% Reduced
1259
WP
Westmount Partners
California
$447K +$410K 1 0.12% New
1260
GA
GoalVest Advisory
New York
$445K +$481K 2 0.09% New
1261
B
Bensler
Washington
$445K $0 1 0.05% Maintained
1262
AACP
Advantage Alpha Capital Partners
California
$444K +$433K 2 0.13% New
1263
AG
AmeriFlex Group
Nevada
$440K +$200K 2 0.17% Increased
1264
CNWM
Clay Northam Wealth Management
California
$440K $0 1 0.25% Maintained
1265
RWA
Redhawk Wealth Advisors
Minnesota
$439K +$7.36K 1 0.05% Increased
1266
PCM
Perritt Capital Management
Illinois
$439K +$7.42K 1 0.21% Increased
1267
TAM
Tucker Asset Management
Colorado
$438K -$14.7K 1 0.13% Reduced
1268
C WorldWide Group
C WorldWide Group
Denmark
$436K -$115K 1 0.01% Reduced
1269
Western Wealth Management
Western Wealth Management
Colorado
$435K +$96.7K 1 0.02% Increased
1270
EC
EntryPoint Capital
New York
$434K -$10.7K 2 0.17% Reduced
1271
AFG
Albion Financial Group
Utah
$434K $0 1 0.03% Maintained
1272
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$431K -$10.9K 1 0.06% Reduced
1273
OCM
Orion Capital Management
California
$431K +$164K 2 0.15% Increased
1274
T
TrueFG
Texas
$431K $0 1 0.12% Maintained
1275
Centiva Capital
Centiva Capital
New York
$429K -$3.83M 1 0% Reduced