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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
1576
SCM
Sterneck Capital Management
Missouri
$219K +$200K 1 0.1% New
1577
S
Sunpointe
Missouri
$219K -$691K 1 0.07% Reduced
1578
LSPW
Lake Street Private Wealth
Illinois
$219K +$10.9K 1 0.03% Increased
1579
HR
Howe & Rusling
New York
$218K +$232K 1 0.01% New
1580
OA
Oasis Advisors
Iowa
$218K +$232K 1 0.12% New
1581
AIA
AssuredPartners Investment Advisors
Florida
$218K $0 1 0.03% Maintained
1582
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$217K +$203K 1 0% New
1583
PCM
Palouse Capital Management
Washington
$217K -$6.92K 1 0.14% Reduced
1584
HWM
Hohimer Wealth Management
Washington
$216K -$1.15K 1 0.03% Reduced
1585
RWMG
Redwood Wealth Management Group
New Jersey
$216K -$5.57K 1 0.09% Reduced
1586
Cantor Fitzgerald
Cantor Fitzgerald
New York
$216K -$67.2M 1 0% Reduced
1587
BAM
Blueshift Asset Management
New Jersey
$215K +$229K 1 0.06% New
1588
CF
Claris Financial
Virginia
$215K +$229K 1 0.11% New
1589
TWM
TriaGen Wealth Management
California
$214K +$4.82K 1 0.06% Increased
1590
CCC
Compass Capital Corp
Massachusetts
$214K -$690K 1 0.08% Reduced
1591
QWM
Quadcap Wealth Management
Texas
$213K -$390 1 0.02% Reduced
1592
PWP
Principle Wealth Partners
Connecticut
$213K +$194K 1 0.01% New
1593
NRG
Nemes Rush Group
Michigan
$212K +$4.64K 3 0.02% Increased
1594
RGF
Retirement Guys Formula
Ohio
$211K +$2.47K 1 0.1% Increased
1595
FAL
Focused Alpha LLC
Colorado
$210K +$223K 1 0.06% New
1596
FMLI
Fukoku Mutual Life Insurance
Japan
$210K +$223K 1 0.01% New
1597
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$209K $0 1 0.01% Maintained
1598
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$209K +$4.42K 5 0% Increased
1599
PIM
Paradice Investment Management
Colorado
$209K -$62.8K 1 0.04% Reduced
1600
MPM
Meritage Portfolio Management
Kansas
$208K -$71.8K 1 0.01% Reduced