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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
1276
Cantor Fitzgerald
Cantor Fitzgerald
New York
$60.6K +$9.94K 1 0.01% Increased
1277
PIM
Platinum Investment Management
Australia
$57.6K +$49.2K 1 0% Increased
1278
DMBA
Deseret Mutual Benefit Administrators
Utah
$54.7K -$1.17K 1 0.03% Reduced
1279
BWM
Bullock Wealth Management
Indiana
$54.6K +$53.6K 2 0.04% Increased
1280
OP
ORG Partners
Indiana
$54.6K +$25.5K 2 0.01% Increased
1281
1IA
1620 Investment Advisors
Massachusetts
$50.8K +$48.4K 2 0.04% New
1282
LFA
LGT Financial Advisors
Texas
$50.7K $0 4 0.11% Maintained
1283
GPFA
Game Plan Financial Advisors
Ohio
$47.6K -$4.23K 1 0.02% Reduced
1284
FFO
Fortitude Family Office
Arizona
$44.2K -$9.92K 5 0.03% Reduced
1285
PP
PDS Planning
Ohio
$43.7K $0 1 0% Maintained
1286
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$42.6K -$3.15K 2 0.01% Reduced
1287
Harvest Fund Management
Harvest Fund Management
China
$42K -$875K 2 0% Reduced
1288
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$39.7K $0 1 0.03% Maintained
1289
SFC
Strategic Financial Concepts
Texas
$39.5K +$70.8K 1 0.02% New
1290
PHK
Point72 Hong Kong
Hong Kong
$39K -$316K 1 0% Reduced
1291
WIM
Westside Investment Management
California
$38.4K $0 2 0.01% Maintained
1292
Caption Management
Caption Management
Oklahoma
$38.3K -$250K 1 0% Reduced
1293
TC
Torno Capital
Massachusetts
$37.8K +$37.2K 1 0% New
1294
RWM
Raffa Wealth Management
District of Columbia
$37.6K +$710 2 0.01% Increased
1295
BWP
Baldwin Wealth Partners
Massachusetts
$36.1K +$536 2 0% Increased
1296
Farallon Capital Management
Farallon Capital Management
California
$35.5K -$515K 1 0% Reduced
1297
MCM
McDonough Capital Management
Florida
$35.2K +$56.6K 1 0.03% New
1298
SIA
Schechter Investment Advisors
Michigan
$33.1K $0 1 0% Maintained
1299
CB
CNB Bank
Pennsylvania
$33K $0 1 0.02% Maintained
1300
AWM
Atticus Wealth Management
Florida
$32.4K $0 1 0.01% Maintained