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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
NRG
Nemes Rush Group
Michigan
$143K -$7.22K 3 0.02% Reduced
1427
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$141K -$23 5 0.09% Reduced
1428
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$141K +$82.7K 1 0% New
1429
AT
American Trust
Kentucky
$140K +$122K 1 0.01% New
1430
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$139K +$121K 1 0.01% New
1431
HWMC
Heritage Wealth Management (California)
California
$137K $0 1 0.09% Maintained
1432
CSB
City State Bank
Iowa
$137K -$65.9K 2 0.04% Reduced
1433
CWM
Copia Wealth Management
Oregon
$131K +$29.1K 2 0.11% Increased
1434
FCT
First Community Trust
Iowa
$123K $0 2 0.1% Maintained
1435
MM
MQS Management
New York
$121K +$104K 1 0.07% New
1436
MWM
Maltin Wealth Management
New Jersey
$120K $0 1 0.05% Maintained
1437
WWM
Wolff Wiese Magana
California
$120K $0 1 0.07% Maintained
1438
GC
Globeflex Capital
California
$118K $0 2 0.01% Maintained
1439
OWA
Opal Wealth Advisors
New York
$118K +$58 2 0.03% Increased
1440
T
Tidemark
California
$117K +$26.2K 2 0.04% Increased
1441
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$116K -$10.5K 9 0% Reduced
1442
ACA
Atlas Capital Advisors
Wyoming
$114K -$152K 2 0.01% Reduced
1443
BCM
Berbice Capital Management
New York
$110K $0 1 0.08% Maintained
1444
FPF
First Pacific Financial
Washington
$109K -$10.2K 1 0.02% Reduced
1445
GEA
Glen Eagle Advisors
New Jersey
$109K +$6.5K 2 0.02% Increased
1446
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$104K +$80.8K 3 0% New
1447
LCM
Landscape Capital Management
New Jersey
$104K +$93K 1 0.01% New
1448
WA
WPG Advisers
Maryland
$103K +$2.76K 5 0.09% Increased
1449
W
WealthCollab
Washington
$102K +$14K 2 0.06% Increased
1450
WIM
Westside Investment Management
California
$100K +$19.3K 3 0.02% Increased