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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
FFC
First Financial Corp
Indiana
$183K $0 2 0.08% Maintained
1402
OHWP
Oak Harbor Wealth Partners
North Carolina
$182K $0 1 0.05% Maintained
1403
AIA
AssuredPartners Investment Advisors
Florida
$182K -$28.7K 1 0.04% Reduced
1404
SPA
Sherbrooke Park Advisers
New York
$181K -$411K 1 0.08% Reduced
1405
UFM
Ursa Fund Management
California
$180K +$156K 1 0.22% New
1406
PP
PDS Planning
Ohio
$179K +$22.9K 1 0.01% Increased
1407
SRC
Shufro Rose & Co
New York
$175K $0 1 0.01% Maintained
1408
PIM
Paradice Investment Management
Colorado
$172K +$2.2K 1 0.04% Increased
1409
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$172K +$53K 4 0% Increased
1410
CWP
Core Wealth Partners
California
$172K +$12K 1 0.09% Increased
1411
TWM
TriaGen Wealth Management
California
$172K $0 1 0.05% Maintained
1412
CH
Canton Hathaway
Rhode Island
$171K -$51K 1 0.03% Reduced
1413
DBRC
D.B. Root & Company
Pennsylvania
$162K +$142K 1 0.05% New
1414
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$160K -$39K 8 0% Reduced
1415
PFBT
Parkside Financial Bank & Trust
Missouri
$160K -$19.5K 10 0.02% Reduced
1416
SS
Sunbelt Securities
Texas
$158K +$119K 3 0.01% Increased
1417
C
Certuity
Florida
$158K $0 1 0.01% Maintained
1418
SI
Stonekeep Investments
New Mexico
$155K -$4.97K 1 0.1% Reduced
1419
WBC
Westpac Banking Corp
Australia
$155K -$4.85K 1 0.01% Reduced
1420
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$153K +$117K 3 0.01% New
1421
CWM
Consultiva Wealth Management
Puerto Rico
$148K $0 1 0.46% Maintained
1422
AG
Ascent Group
Virginia
$148K -$13.5K 1 0.01% Reduced
1423
DAM
Delta Asset Management
Tennessee
$147K $0 1 0.01% Maintained
1424
APW
Aventura Private Wealth
Florida
$145K +$85.6K 2 0.06% Increased
1425
AGC
Aspen Grove Capital
Colorado
$144K +$126K 1 0.02% New