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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
RCA
Ranch Capital Advisors
Florida
$424K -$216K 1 0.16% Reduced
1277
LBWM
Left Brain Wealth Management
Illinois
$423K +$380K 1 0.13% New
1278
DO
denkapparat Operations
Germany
$422K +$439K 2 0.27% New
1279
QL
Quarry LP
New York
$420K -$596K 10 0.09% Reduced
1280
NWM
Northwest Wealth Management
Iowa
$418K -$241K 1 0.07% Reduced
1281
DWM
Drive Wealth Management
Utah
$415K -$518K 2 0.09% Reduced
1282
FA
Fermata Advisors
California
$415K $0 1 0.11% Maintained
1283
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$411K +$32.8K 15 0.02% Increased
1284
SWA
Stratos Wealth Advisors
Ohio
$409K -$114K 1 0.02% Reduced
1285
IP
Intellectus Partners
California
$409K +$119K 1 0.08% Increased
1286
Avior Wealth Management
Avior Wealth Management
Nebraska
$409K +$443K 1 0.01% New
1287
SFI
Siemens Fonds Invest
Germany
$407K +$366K 1 0.02% New
1288
GWM
Gibbs Wealth Management
Georgia
$404K -$98.6K 1 0.09% Reduced
1289
MAG
Mayfair Advisory Group
Alabama
$404K $0 1 0.17% Maintained
1290
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$403K +$19.5K 1 0.09% Increased
1291
PTC
Petrus Trust Company
Texas
$402K +$94.3K 1 0.04% Increased
1292
WC
Whitney & Co
New York
$399K $0 1 0.04% Maintained
1293
APM
Advanced Portfolio Management
New York
$396K +$356K 1 1.03% New
1294
VCM
Versant Capital Management
Arizona
$396K +$22.4K 13 0.05% Increased
1295
HT
Headlands Technologies
Illinois
$395K -$10.2M 1 0.03% Reduced
1296
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$393K -$63.1K 1 0.01% Reduced
1297
MCCP
Mission Creek Capital Partners
California
$392K $0 1 0.08% Maintained
1298
WMA
West Michigan Advisors
Michigan
$391K +$351K 1 0.09% New
1299
NAAA
New Age Alpha Advisors
New York
$391K -$158K 2 0.02% Reduced
1300
SMA
Seven Mile Advisory
New Jersey
$390K +$377 1 0.06% Increased