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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
OL
Optas LLC
Texas
$199K +$225K 1 0.03% New
1502
LCM
LRT Capital Management
Texas
$199K -$353K 1 0.19% Reduced
1503
WF
WoodTrust Financial
Wisconsin
$197K +$261K 1 0.03% New
1504
PG
Prostatis Group
Maryland
$197K +$2.63K 1 0.05% Increased
1505
AMG
Advisors Management Group
Wisconsin
$196K +$18.1K 1 0.04% Increased
1506
KA
Kercheville Advisors
Texas
$195K -$4.17M 1 0.06% Reduced
1507
AW
Avion Wealth
Texas
$195K +$21.6K 7 0.04% Increased
1508
Phoenix Financial
Phoenix Financial
Israel
$192K +$255K 1 0% New
1509
PFBT
Parkside Financial Bank & Trust
Missouri
$189K +$19K 11 0.01% Increased
1510
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$188K -$157K 1 0% Reduced
1511
TFA
Transamerica Financial Advisors
Florida
$188K +$117K 7 0.02% Increased
1512
DIM
DLK Investment Management
California
$187K +$211K 1 0.07% New
1513
4WM
49 Wealth Management
Texas
$186K +$210K 1 0.01% New
1514
Clearstead Advisors
Clearstead Advisors
Ohio
$186K -$46.6K 5 0% Reduced
1515
PIM
Paradice Investment Management
Colorado
$186K +$7.12K 1 0.03% Increased
1516
LSPW
Lake Street Private Wealth
Illinois
$186K +$70K 1 0.02% Increased
1517
GFPC
Global Financial Private Client
Florida
$185K +$82.4K 1 0.06% Increased
1518
AIA
AssuredPartners Investment Advisors
Florida
$184K -$973 1 0.02% Reduced
1519
CWM
Consultiva Wealth Management
Puerto Rico
$184K $0 1 0.53% Maintained
1520
PCM
Palouse Capital Management
Washington
$184K -$33K 1 0.12% Reduced
1521
BIA
Beacon Investment Advisors
Maryland
$183K +$2.84K 1 0.07% Increased
1522
APW
Axim Planning & Wealth
Ohio
$183K $0 1 0.22% Maintained
1523
GJWM
Gilliland Jeter Wealth Management
Arkansas
$183K $0 1 0.05% Maintained
1524
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$182K +$172K 6 0.01% Increased
1525
TPA
Trivium Point Advisory
Connecticut
$177K -$65.2K 1 0.03% Reduced