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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
EPP
ETF Portfolio Partners
Kansas
$159K +$211K 1 0.04% New
1552
ICP
Interchange Capital Partners
Pennsylvania
$158K -$521K 1 0.05% Reduced
1553
TFA
Toth Financial Advisory
Virginia
$157K -$1.07M 2 0.02% Reduced
1554
AA
ABC Arbitrage
France
$155K +$175K 1 0.02% New
1555
ZBNA
Zions Bancorporation, National Association
Utah
$154K -$24.2K 5 0.01% Reduced
1556
AG
AmeriFlex Group
Nevada
$154K $0 2 0.08% Maintained
1557
BL
BFSG LLC
California
$153K -$6.62K 2 0.01% Reduced
1558
AWF
Alpha Wealth Funds
Utah
$152K +$211K 1 0.1% New
1559
AWM
Abound Wealth Management
Tennessee
$151K +$168K 5 0.03% Increased
1560
APW
Aventura Private Wealth
Florida
$148K -$422 2 0.05% Reduced
1561
WBC
Westpac Banking Corp
Australia
$147K -$2.63K 1 0.01% Reduced
1562
HWMC
Heritage Wealth Management (California)
California
$144K +$438 1 0.08% Increased
1563
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$144K +$162K 1 0% New
1564
EAM
Everstar Asset Management
North Carolina
$144K +$162K 1 0.08% New
1565
SEP
Signature Equity Partners
Ohio
$143K -$128K 6 0.08% Reduced
1566
MWM
Maltin Wealth Management
New Jersey
$143K $0 1 0.05% Maintained
1567
EFG International
EFG International
$143K -$457K 2 0% Reduced
1568
SouthState Corp
SouthState Corp
Florida
$138K -$11.7K 3 0.01% Reduced
1569
ACA
Atlas Capital Advisors
Wyoming
$137K -$398K 2 0.02% Reduced
1570
C
Cliffwater
California
$136K $0 1 0.04% Maintained
1571
BWA
Basecamp Wealth Advisors
Washington
$136K -$4.77K 9 0.03% Reduced
1572
RDWM
Red Door Wealth Management
Tennessee
$136K +$180K 1 0.01% New
1573
FFC
First Financial Corp
Indiana
$136K -$8.23K 2 0.05% Reduced
1574
NRG
Nemes Rush Group
Michigan
$135K +$2.71K 3 0.01% Increased
1575
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$135K +$50.7K 5 0% Increased