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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
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$224K +$7.04K 2 0% Increased
1352
PG
Prostatis Group
Maryland
$223K $0 1 0.06% Maintained
1353
KA
KLCM Advisors
Wisconsin
$222K +$15.8K 1 0.02% Increased
1354
VIM
Vancity Investment Management
British Columbia, Canada
$221K +$193K 1 0.03% New
1355
MHR
Matthew Hamilton Rosenberg
$219K $0 1 0.05% Maintained
1356
VP
Verum Partners
North Carolina
$218K +$589 1 0.05% Increased
1357
CT
Chicago Trust
Illinois
$218K -$69.1K 1 0.03% Reduced
1358
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$217K -$1.19M 1 0% Reduced
1359
RGF
Retirement Guys Formula
Ohio
$215K +$191K 1 0.08% New
1360
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$213K +$125K 1 0.01% New
1361
PWPS
Pinnacle Wealth Planning Services
Ohio
$212K -$9.54K 1 0.03% Reduced
1362
Focus Financial Network
Focus Financial Network
Minnesota
$212K $0 1 0.01% Maintained
1363
GGA
Granite Group Advisors
Connecticut
$212K $0 1 0.13% Maintained
1364
AG
AmeriFlex Group
Nevada
$212K -$1.91K 2 0.11% Reduced
1365
FCM
Fortis Capital Management
Washington
$211K +$46.2K 1 0.03% Increased
1366
GWM
Greenwich Wealth Management
Connecticut
$210K $0 1 0.01% Maintained
1367
OCM
Orion Capital Management
California
$210K +$24.1K 1 0.08% Increased
1368
GJWM
Gilliland Jeter Wealth Management
Arkansas
$209K $0 1 0.07% Maintained
1369
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$208K -$146K 1 0.02% Reduced
1370
AMG
Advisors Management Group
Wisconsin
$207K +$2.35K 1 0.04% Increased
1371
SMF
Scott Marsh Financial
Utah
$206K +$180K 1 0.08% New
1372
MCM
M1 Capital Management
Michigan
$206K -$1.32K 1 0.1% Reduced
1373
Krilogy Financial
Krilogy Financial
Missouri
$206K +$149K 1 0.01% New
1374
MGIA
Matthew Goff Investment Advisor
Texas
$205K +$21.3K 1 0.04% New
1375
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$204K +$181K 1 0% New