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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
DI
Diligent Investors
California
$175K +$19.1K 1 0.04% Increased
1527
WC
Wexford Capital
Florida
$174K +$197K 1 0.03% New
1528
HWM
Horizon Wealth Management
Illinois
$173K $0 1 0.03% Maintained
1529
C
Covestor
United Kingdom
$173K -$314K 13 0.12% Reduced
1530
Capula Management
Capula Management
Cayman Islands
$172K +$195K 1 0% New
1531
MHR
Matthew Hamilton Rosenberg
$172K -$25.8K 1 0.04% Reduced
1532
KAS
Kemnay Advisory Services
New York
$171K -$109K 5 0.03% Reduced
1533
BFPW
BOK Financial Private Wealth
Colorado
$171K +$738 1 0.01% Increased
1534
AT
American Trust
Kentucky
$171K -$3.73K 1 0.02% Reduced
1535
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$168K +$19.7K 3 0% Increased
1536
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$167K +$222K 1 0% New
1537
BC
Bayforest Capital
United Kingdom
$167K -$368K 4 0.19% Reduced
1538
PGF
Plan Group Financial
Oklahoma
$166K $0 1 0.04% Maintained
1539
PIA
Panoramic Investment Advisors
Colorado
$166K $0 1 0.09% Maintained
1540
BCP
Blackhawk Capital Partners
Wisconsin
$165K -$35K 1 0.06% Reduced
1541
SI
Stonekeep Investments
New Mexico
$164K +$8.27K 1 0.11% Increased
1542
ZIG
Zullo Investment Group
Pennsylvania
$164K +$12.9K 1 0.06% Increased
1543
KFSC
Keystone Financial Services (Colorado)
Colorado
$162K +$4.87K 1 0.05% Increased
1544
CCC
Compass Capital Corp
Massachusetts
$161K $0 1 0.06% Maintained
1545
TCM
Traynor Capital Management
Pennsylvania
$161K -$297K 1 0.01% Reduced
1546
TCP
TMB Capital Partners
Arkansas
$161K $0 1 0.05% Maintained
1547
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$161K $0 1 0% Maintained
1548
UAG
United Advisor Group
Ohio
$161K +$214K 1 0.02% New
1549
Betterment LLC
Betterment LLC
New York
$160K +$212K 1 0% New
1550
AIFS
A&I Financial Services
Colorado
$159K $0 1 0.08% Maintained