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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
1501
HCM
Hollencrest Capital Management
California
$181K +$130K 3 0.01% Increased
1502
SI
Stonekeep Investments
New Mexico
$181K $0 1 0.11% Maintained
1503
APW
Aventura Private Wealth
Florida
$176K $0 2 0.07% Maintained
1504
RWM
Riverbend Wealth Management
South Carolina
$176K +$153K 1 0.12% New
1505
SIC
Sage Investment Counsel
Tennessee
$176K +$153K 1 0.2% New
1506
SRC
Shufro Rose & Co
New York
$175K $0 1 0.01% Maintained
1507
WWM
Wolff Wiese Magana
California
$174K $0 1 0.1% Maintained
1508
WA
Wealth Alliance
New York
$174K +$151K 1 0.02% New
1509
DAM
Delta Asset Management
Tennessee
$172K $0 1 0.01% Maintained
1510
Modern Wealth Management
Modern Wealth Management
Kansas
$172K +$150K 1 0% New
1511
TFA
Toth Financial Advisory
Virginia
$166K +$119K 2 0.02% Increased
1512
T
Tidemark
California
$166K +$2.72K 2 0.05% Increased
1513
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$164K +$1.77K 1 0.01% Increased
1514
QC
Quent Capital
New York
$164K +$162K 3 0.01% New
1515
AGC
Aspen Grove Capital
Colorado
$162K -$5.57K 1 0.03% Reduced
1516
BSAM
Blue Square Asset Management
New York
$160K +$139K 1 0.07% New
1517
HWMC
Heritage Wealth Management (California)
California
$160K $0 1 0.11% Maintained
1518
CWM
Consultiva Wealth Management
Puerto Rico
$159K $0 1 0.45% Maintained
1519
IRAG
Investment Research & Advisory Group
Georgia
$157K +$108K 2 0.05% Increased
1520
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$156K -$3.02M 1 0% Reduced
1521
FFC
First Financial Corp
Indiana
$156K $0 2 0.06% Maintained
1522
WIM
Westside Investment Management
California
$153K +$26.1K 3 0.02% Increased
1523
MWM
Maltin Wealth Management
New Jersey
$152K $0 1 0.06% Maintained
1524
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$151K +$12.4K 3 0% Increased
1525
WBC
Westpac Banking Corp
Australia
$150K -$5.61K 1 0.01% Reduced