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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
1476
TCM
Tradewinds Capital Management
Washington
$241K -$4.49K 2 0.04% Reduced
1477
SI
Seeds Investor
New York
$240K +$12.5K 1 0.02% Increased
1478
KPF
K2 Principal Fund
Ontario, Canada
$239K -$356K 1 0.02% Reduced
1479
BC
Bayforest Capital
United Kingdom
$238K +$48.5K 2 0.22% Increased
1480
SAI
Systematic Alpha Investments
New Jersey
$238K $0 1 0.01% Maintained
1481
PWM
Palacios Wealth Management
Florida
$236K -$16.6K 1 0.14% Reduced
1482
AFP
Ausdal Financial Partners
Iowa
$235K +$1.47K 1 0.01% Increased
1483
KPP
Kings Path Partners
Texas
$234K $0 1 0.06% Maintained
1484
Stephens Inc
Stephens Inc
Arkansas
$234K $0 1 0% Maintained
1485
PA
PharVision Advisers
Florida
$233K +$246K 2 4.4% New
1486
FVCM
F&V Capital Management
Florida
$233K $0 1 0.04% Maintained
1487
Blue Trust Inc
Blue Trust Inc
Georgia
$232K -$418K 6 0% Reduced
1488
Mission Wealth Management
Mission Wealth Management
California
$232K +$219K 1 0% New
1489
ACM
Andina Capital Management
Utah
$231K -$357K 1 0.37% Reduced
1490
APW
Axim Planning & Wealth
Ohio
$231K +$23K 1 0.32% Increased
1491
LAM
L2 Asset Management
Massachusetts
$230K -$82.9K 1 0.02% Reduced
1492
SRC
Shufro Rose & Co
New York
$228K $0 1 0.01% Maintained
1493
IIA
Integrity Investment Advisors
Colorado
$227K $0 1 0.1% Maintained
1494
RWP
Revolve Wealth Partners
New Jersey
$226K +$228K 1 0.02% New
1495
PWP
Principle Wealth Partners
Connecticut
$225K +$213K 1 0.01% New
1496
MCA
Millennium Capital Advisors
Arkansas
$225K -$152K 1 0.12% Reduced
1497
TAM
Tucker Asset Management
Colorado
$225K -$56K 1 0.06% Reduced
1498
CPA
Capital Performance Advisors
California
$224K -$74.1K 1 0.01% Reduced
1499
DIM
Delta Investment Management
California
$224K +$211K 1 0.04% New
1500
Norinchukin Bank
Norinchukin Bank
Japan
$224K +$23.7K 1 0% Increased