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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
HWM
Hohimer Wealth Management
Washington
$214K -$75.7K 1 0.03% Reduced
1477
IF
Intrua Financial
Texas
$213K +$191K 1 0.02% New
1478
LAM
Longboard Asset Management
Arizona
$212K +$198K 1 0.34% New
1479
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$211K +$190K 1 0.01% New
1480
LSPW
Lake Street Private Wealth
Illinois
$211K +$189K 1 0.03% New
1481
GIA
Guyasuta Investment Advisors
Pennsylvania
$210K +$195K 1 0.01% New
1482
NRG
Nemes Rush Group
Michigan
$209K +$6.38K 3 0.02% Increased
1483
WC
Wexford Capital
Florida
$208K +$181K 1 0.03% New
1484
AIA
AssuredPartners Investment Advisors
Florida
$208K -$3.77K 1 0.05% Reduced
1485
AWM
Avaii Wealth Management
Wisconsin
$206K +$185K 1 0.08% New
1486
RGF
Retirement Guys Formula
Ohio
$205K -$35.8K 1 0.07% Reduced
1487
BCA
Bay Colony Advisors
Massachusetts
$205K +$184K 1 0.02% New
1488
AT
Arlington Trust
Alabama
$204K $0 2 0.04% Maintained
1489
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$204K +$4.67K 5 0.12% Increased
1490
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$201K +$29.7K 5 0% Increased
1491
ODG
O'Dell Group
Ohio
$201K +$175K 1 0.04% New
1492
TWM
TriaGen Wealth Management
California
$200K $0 1 0.05% Maintained
1493
PGF
Plan Group Financial
Oklahoma
$199K +$183K 1 0.05% New
1494
C
Certuity
Florida
$196K $0 1 0.01% Maintained
1495
PFBT
Parkside Financial Bank & Trust
Missouri
$196K -$1.09K 11 0.02% Reduced
1496
Norinchukin Bank
Norinchukin Bank
Japan
$193K +$169K 1 0% New
1497
CWM
Copia Wealth Management
Oregon
$193K +$14.5K 2 0.14% Increased
1498
CH
Canton Hathaway
Rhode Island
$190K $0 1 0.04% Maintained
1499
BIA
Beacon Investment Advisors
Maryland
$185K -$111K 1 0.08% Reduced
1500
BPAMU
BTG Pactual Asset Management US
New York
$183K -$1.68M 1 0.01% Reduced