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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
1301
EPA
Element Pointe Advisors
Florida
$387K +$108K 1 0.08% Increased
1302
SAM
SP Asset Management
California
$387K +$387K 1 0.03% New
1303
AFP
Ausdal Financial Partners
Iowa
$386K -$18.2K 1 0.02% Reduced
1304
Shelton Capital Management
Shelton Capital Management
Colorado
$386K -$1.17M 1 0.01% Reduced
1305
CAS
Coppell Advisory Solutions
Texas
$385K +$5.21K 1 0.04% Increased
1306
VSI
Verde Servicos Internacionais
Brazil
$384K +$335K 1 0.11% New
1307
HBCM
Heron Bay Capital Management
Michigan
$383K -$7.41K 1 0.07% Reduced
1308
Belvedere Trading
Belvedere Trading
Illinois
$381K +$342K 1 0% New
1309
TNA
True North Advisors
Texas
$380K -$433K 1 0.06% Reduced
1310
FWP
FAS Wealth Partners
Kansas
$380K -$10.8K 1 0.03% Reduced
1311
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$377K +$92.8K 1 0.01% Increased
1312
TCTC Holdings
TCTC Holdings
Texas
$374K $0 1 0.01% Maintained
1313
IG
IFS Group
Pennsylvania
$374K +$345K 1 0.33% New
1314
KCFA
Key Client Fiduciary Advisors
New Jersey
$373K +$9.94K 1 0.12% Increased
1315
SP
Sherman Porfolios
Idaho
$373K +$335K 1 0.13% New
1316
SOWAS
Silver Oak Wealth Advisors Services
California
$372K $0 1 0.25% Maintained
1317
CFG
Cooper Financial Group
California
$370K -$3.99K 1 0.04% Reduced
1318
PCM
Princeton Capital Management
New Jersey
$367K -$314K 1 0.1% Reduced
1319
MC
Matisse Capital
Oregon
$367K -$1.46M 1 0.17% Reduced
1320
FWTB
First Western Trust Bank
Colorado
$366K $0 1 0.02% Maintained
1321
RMC
Ring Mountain Capital
California
$366K -$205K 1 0.2% Reduced
1322
TPA
Trivium Point Advisory
Connecticut
$363K -$22.7K 1 0.04% Reduced
1323
FCM
FJ Capital Management
Virginia
$363K -$763K 1 0.04% Reduced
1324
PCP
Polunin Capital Partners
United Kingdom
$359K $0 1 0.05% Maintained
1325
PSA
Plum Street Advisors
Louisiana
$359K +$322K 1 0.14% New