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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
1451
PG
Patten Group
Tennessee
$227K +$204K 1 0.04% New
1452
TW
Trajan Wealth
Arizona
$226K -$44.3K 1 0.01% Reduced
1453
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$226K -$1.29M 1 0% Reduced
1454
GSC
Ground Swell Capital
South Carolina
$226K +$231K 1 0.49% New
1455
SPA
Sherbrooke Park Advisers
New York
$226K +$49.5K 1 0.1% Increased
1456
NA
Nautilus Advisors
California
$225K +$202K 1 0.15% New
1457
TA
Teton Advisors
New York
$224K -$514K 1 0.14% Reduced
1458
RWMG
Redwood Wealth Management Group
New Jersey
$223K +$201K 1 0.09% New
1459
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K +$208K 1 0.01% New
1460
PWP
Private Wealth Partners
California
$223K $0 1 0.02% Maintained
1461
OFG
Oxford Financial Group
Indiana
$221K -$78.8K 1 0.01% Reduced
1462
PCM
Palouse Capital Management
Washington
$220K -$3.57K 1 0.14% Reduced
1463
NC
NovaPoint Capital
Georgia
$220K +$227K 1 0.05% New
1464
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$220K -$10.7K 1 0.01% Reduced
1465
DI
Diligent Investors
California
$218K +$196K 1 0.06% New
1466
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$218K +$214K 1 0.01% New
1467
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$218K +$196K 1 0% New
1468
Midwest Trust
Midwest Trust
Kansas
$218K +$196K 1 0% New
1469
MAM
MMA Asset Management
Pennsylvania
$218K +$203K 1 0.07% New
1470
ERIC
Eagle Rock Investment Company
Georgia
$217K +$614 1 0.03% Increased
1471
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$217K $0 1 0% Maintained
1472
SL
Summitry LLC
California
$217K +$223K 1 0.01% New
1473
CWP
Core Wealth Partners
California
$216K +$13.9K 1 0.1% Increased
1474
QWM
Quadcap Wealth Management
Texas
$216K +$194K 1 0.03% New
1475
CC
Corton Capital
Ontario, Canada
$214K -$806K 1 0.53% Reduced