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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
1426
BCG
Breakwater Capital Group
New Jersey
$284K +$17.3K 1 0.03% Increased
1427
SAA
Southeast Asset Advisors
Georgia
$284K $0 1 0.03% Maintained
1428
CA
Claro Advisors
Massachusetts
$283K +$2.68K 1 0.03% Increased
1429
EFG
Ethos Financial Group
Pennsylvania
$283K +$272K 1 0.02% New
1430
NWM
Northwest Wealth Management
Iowa
$282K -$1.37K 1 0.04% Reduced
1431
AWP
Abacus Wealth Partners
California
$280K $0 1 0.03% Maintained
1432
DIP
Davis Investment Partners
North Carolina
$278K $0 1 0.08% Maintained
1433
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$278K $0 1 0% Maintained
1434
KFG
Kingdom Financial Group
Arizona
$277K +$185K 2 0.07% Increased
1435
FA
Fermata Advisors
California
$277K +$12.2K 1 0.06% Increased
1436
IG
IFS Group
Pennsylvania
$275K +$6.01K 1 0.38% Increased
1437
AIM
Anchor Investment Management
South Carolina
$274K +$8.89K 4 0.02% Increased
1438
OGC
Oak Grove Capital
New Hampshire
$274K +$1.35K 1 0.01% Increased
1439
TCM
Tuttle Capital Management
Connecticut
$271K -$14K 1 0.18% Reduced
1440
M1FG
Mach-1 Financial Group
Arkansas
$270K -$39.2K 1 0.1% Reduced
1441
SWGC
Summit Wealth Group (Colorado)
Colorado
$269K +$1.26K 1 0.02% Increased
1442
FA
Fortis Advisors
Pennsylvania
$269K $0 1 0.13% Maintained
1443
CAM
Concorde Asset Management
Michigan
$267K -$30.5K 1 0.15% Reduced
1444
TCOO
Trust Company of Oklahoma
Oklahoma
$267K $0 1 0.07% Maintained
1445
NAS
NWF Advisory Services
California
$266K +$251K 1 0.03% New
1446
RWA
Redhawk Wealth Advisors
Minnesota
$266K +$5.08K 1 0.03% Increased
1447
CRI
Colonial River Investments
Virginia
$265K -$13.2K 1 0.08% Reduced
1448
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$264K -$38.8K 1 0.02% Reduced
1449
MCC
Malaga Cove Capital
California
$261K -$674 1 0.08% Reduced
1450
Betterment LLC
Betterment LLC
New York
$261K +$75.9K 1 0% Increased