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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
1351
CAM
Clarity Asset Management
Iowa
$995 +$795 1 0% New
1352
GIA
GHP Investment Advisors
Colorado
$916 $0 1 0% Maintained
1353
KFS
Kelly Financial Services
Massachusetts
$816 +$792 1 0% New
1354
RFG
REAP Financial Group
Texas
$796 +$636 1 0% New
1355
TWP
TFO Wealth Partners
Ohio
$692 -$665 3 0% Reduced
1356
WFA
West Financial Advisors
Iowa
$488 $0 1 0% Maintained
1357
OP
ORG Partners
Indiana
$463 +$363 1 0% New
1358
TAM
Tucker Asset Management
Colorado
$199 -$79.8K 1 0% Reduced
1359
JWM
Janiczek Wealth Management
Colorado
$175 $0 1 0% Maintained
1360
KFI
Key Financial Inc
Pennsylvania
$87 $0 1 0% Maintained
1361
IHWM
Iron Horse Wealth Management
Iowa
$40 $0 1 0% Maintained
1362
SJIM
St. Johns Investment Management
Florida
$40 +$32 1 0% New
1363
PWMG
Prestige Wealth Management Group
New Jersey
$9 $0 1 0% Maintained
1364
1M
13D Management
New York
$0 -$4.4M 0 – Closed
1365
Alpha Cubed Investments
Alpha Cubed Investments
California
$0 -$299K 0 – Closed
1366
ASGS
Alpha Square Group S
New York
$0 -$10.9M 0 – Closed
1367
AFCM
Alta Fox Capital Management
Texas
$0 -$8.54M 0 – Closed
1368
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$48.4M 0 – Closed
1369
AMF Tjänstepension
AMF Tjänstepension
Sweden
$0 -$2.65M 0 – Closed
1370
ACP
Arcus Capital Partners
Georgia
$0 -$447K 0 – Closed
1371
ALAM
Asahi Life Asset Management
Japan
$0 -$270K 0 – Closed
1372
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$0 -$227K 0 – Closed
1373
AI
Atom Investors
Texas
$0 -$203K 0 – Closed
1374
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$0 -$2.23K 0 – Closed
1375
CCM
CAAS Capital Management
New York
$0 -$102K 0 – Closed