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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
1551
LWMI
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$8.97K 1 0.04% Increased
1552
HWM
Hemington Wealth Management
Virginia
$93K +$4.6K 6 0.01% Increased
1553
CHC
City Holding Co
West Virginia
$92.6K +$78.8K 1 0.01% Increased
1554
GA
Guerra Advisors
Florida
$89.2K +$80.2K 3 0.03% New
1555
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$89K $0 1 0% Maintained
1556
C
Cliffwater
California
$87.6K $0 1 0.02% Maintained
1557
MWA
Medallion Wealth Advisors
Connecticut
$84.8K $0 2 0.03% Maintained
1558
OP
Oslo Pensjonsforsikring
$84.7K +$76.1K 1 0.01% New
1559
SL
Salomon & Ludwin
Virginia
$82.3K +$79.3K 4 0.01% New
1560
GBT
Grove Bank & Trust
Florida
$81.3K +$19.5K 3 0.01% Increased
1561
CJ
Caitlin John
Michigan
$80.3K +$72.3K 2 0.06% New
1562
NRWA
North Ridge Wealth Advisors
Oregon
$78.4K $0 1 0.04% Maintained
1563
ZBNA
Zions Bancorporation, National Association
Utah
$77.4K -$1.96K 1 0% Reduced
1564
BC
Bayforest Capital
United Kingdom
$76.4K +$78.7K 1 0.04% New
1565
MMCM
Murphy & Mullick Capital Management
New York
$75.9K +$28.5K 2 0.06% Increased
1566
MCF Advisors
MCF Advisors
Kentucky
$75.4K -$4.31K 2 0% Reduced
1567
MCM
MV Capital Management
Maryland
$74.4K -$1.28K 3 0.01% Reduced
1568
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.8K $0 2 0.01% Maintained
1569
WCM
Winthrop Capital Management
Indiana
$69K $0 3 0.02% Maintained
1570
AIC
Archer Investment Corporation
Indiana
$67.6K $0 2 0.02% Maintained
1571
IWP
IAG Wealth Partners
Wisconsin
$66.1K +$907 2 0.01% Increased
1572
CFFP
Center for Financial Planning
Michigan
$63.3K $0 2 0.01% Maintained
1573
CSPIA
Cary Street Partners Investment Advisory
Virginia
$62.8K +$42.2K 1 0.03% Increased
1574
AAG
Armstrong Advisory Group
Massachusetts
$62K +$4.75K 3 0% Increased
1575
CB
Community Bank
New York
$61.6K +$63K 1 0.01% New