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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
1376
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$108K +$109K 1 0.01% New
1377
Garde Capital
Garde Capital
Washington
$106K +$123K 3 0.01% New
1378
JWM
Jessup Wealth Management
Ohio
$105K $0 1 0.04% Maintained
1379
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$104K +$120K 1 0.02% New
1380
SouthState Corp
SouthState Corp
Florida
$104K +$5.02K 4 0% Increased
1381
CCM
CAAS Capital Management
New York
$104K +$120K 1 0.01% New
1382
MWM
Maltin Wealth Management
New Jersey
$103K $0 1 0.05% Maintained
1383
SM
Salzhauer Michael
$103K $0 1 0.06% Maintained
1384
ARC
Advisor Resource Council
Texas
$102K +$118K 1 0.01% New
1385
HWMC
Heritage Wealth Management (California)
California
$102K $0 1 0.08% Maintained
1386
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$102K -$3.02K 2 0% Reduced
1387
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$102K +$35.7K 9 0% Increased
1388
Nemes Rush Group
Nemes Rush Group
Michigan
$101K +$6.48K 3 0.01% Increased
1389
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$95.3K -$1.68K 2 0.02% Reduced
1390
OWA
Opal Wealth Advisors
New York
$94.3K +$105K 2 0.03% New
1391
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$88.8K +$22.5K 3 0.06% Increased
1392
GPFA
Game Plan Financial Advisors
Ohio
$86.6K -$10.8K 1 0.04% Reduced
1393
Clearstead Advisors
Clearstead Advisors
Ohio
$84.7K -$15.8K 4 0% Reduced
1394
NEWAS
N.E.W. Advisory Services
Wisconsin
$83.4K +$103K 1 0.01% New
1395
BCM
Berbice Capital Management
New York
$81.9K -$11.8K 1 0.07% Reduced
1396
SP
SIH Partners
Delaware
$81.4K $0 1 0% Maintained
1397
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$78K -$2.43M 1 0.01% Reduced
1398
WA
WPG Advisers
Maryland
$77.4K +$22.7K 4 0.07% Increased
1399
WWM
Wolff Wiese Magana
California
$76.8K -$68.6K 1 0.05% Reduced
1400
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
$73.8K +$74.6K 1 0% New