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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
1526
GGA
Granite Group Advisors
Connecticut
$204K $0 1 0.12% Maintained
1527
ACM
Arlington Capital Management
Illinois
$204K -$13.5K 1 0.13% Reduced
1528
WAU
Wellington-Altus USA
Manitoba, Canada
$204K -$16.9K 1 0.15% Reduced
1529
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$204K -$934 4 0.01% Reduced
1530
Savvy Advisors Inc
Savvy Advisors Inc
New York
$203K +$141K 1 0% New
1531
MCM
M1 Capital Management
Michigan
$203K -$93.2K 1 0.07% Reduced
1532
SB
Strategic Blueprint
Georgia
$202K +$190K 1 0.01% New
1533
DWT
Dorsey & Whitney Trust
South Dakota
$200K +$189K 1 0.01% New
1534
AU
AlphaGrep UK
$200K -$254K 1 0.06% Reduced
1535
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$199K -$100K 1 0.01% Reduced
1536
RQS
Ramsey Quantitative Systems
Kentucky
$199K +$257K 1 0.18% New
1537
Avior Wealth Management
Avior Wealth Management
Nebraska
$199K -$302K 1 0.01% Reduced
1538
EPP
ETF Portfolio Partners
Kansas
$197K +$16.9K 1 0.05% Increased
1539
BFPW
BOK Financial Private Wealth
Colorado
$197K +$4.02K 2 0.01% Increased
1540
SAM
Seelaus Asset Management
New Jersey
$197K +$186K 1 0.14% New
1541
CWA
Canvas Wealth Advisors
Kansas
$196K -$34.4K 1 0.03% Reduced
1542
HWM
Horizon Wealth Management
Illinois
$195K $0 1 0.02% Maintained
1543
MHR
Matthew Hamilton Rosenberg
$195K +$1.27K 1 0.04% Increased
1544
LWM
Lodestone Wealth Management
Washington
$194K +$85.6K 1 0.07% Increased
1545
PTC
Private Trust Company
Ohio
$194K -$215K 4 0.02% Reduced
1546
BCM
Bayesian Capital Management
New York
$194K -$1.03M 1 0.12% Reduced
1547
AMG
Advisors Management Group
Wisconsin
$193K -$26.6K 1 0.03% Reduced
1548
VWM
Vigil Wealth Management
Florida
$192K +$40 1 0.14% Increased
1549
TS
Tamar Securities
California
$192K +$181K 1 0.02% New
1550
BRWA
B. Riley Wealth Advisors
Florida
$192K -$146K 1 0.01% Reduced