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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
1401
MCM
MV Capital Management
Maryland
$67K -$289 3 0.01% Reduced
1402
OC
Oarsman Capital
Wisconsin
$66.6K -$865 2 0.01% Reduced
1403
WA
Whipplewood Advisors
Colorado
$66.3K +$84K 4 0.04% New
1404
SSB
Sandy Spring Bank
Maryland
$66K +$17.6K 2 0% Increased
1405
W
WealthCollab
Washington
$65.8K +$3.86K 2 0.04% Increased
1406
SP
SIH Partners
Delaware
$65.5K -$113K 1 0% Reduced
1407
LFA
LGT Financial Advisors
Texas
$65.4K $0 4 0.14% Maintained
1408
WIM
Westside Investment Management
California
$65.2K -$1.93K 3 0.01% Reduced
1409
MWA
Medallion Wealth Advisors
Connecticut
$63K +$69.8K 2 0.03% New
1410
RWB
RMR Wealth Builders
New Jersey
$61.1K +$1.44M 1 0.01% Increased
1411
CJ
Caitlin John
Michigan
$60.1K $0 1 0.04% Maintained
1412
C
Cliffwater
California
$56.7K +$72.8K 1 0.01% New
1413
RBC
Romano Brothers & Co
Illinois
$56.2K $0 1 0.01% Maintained
1414
WA
WPG Advisers
Maryland
$56.2K +$70.1K 3 0.05% New
1415
MAS
MPWM Advisory Solutions
Georgia
$53.7K +$54.5K 3 0.04% New
1416
CCM
Campbell Capital Management
Florida
$51.8K +$66.5K 1 0.02% New
1417
HCM
Hollencrest Capital Management
California
$49.5K +$18.2K 3 0% Increased
1418
BWM
Bullock Wealth Management
Indiana
$49K -$1.8K 1 0.03% Reduced
1419
LIS
Legacy Investment Solutions
Idaho
$48.4K +$22.7K 1 0.03% Increased
1420
LWMI
Legacy Wealth Management (Idaho)
Idaho
$48.4K +$22.7K 1 0.03% Increased
1421
HWM
Hemington Wealth Management
Virginia
$47K +$8.21K 5 0.01% Increased
1422
SIS
Sound Income Strategies
Florida
$46.2K -$2.18K 2 0% Reduced
1423
BONH
Bank of New Hampshire
New Hampshire
$46.2K $0 1 0.01% Maintained
1424
IRAG
Investment Research & Advisory Group
Georgia
$45K +$5.67K 3 0.02% Increased
1425
CJL
Cyrus J. Lawrence
New York
$43K $0 1 0.01% Maintained