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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
1601
MHIP
Mountain Hill Investment Partners
New Jersey
$360 +$363 1 0% New
1602
EAM
Eukles Asset Management
Ohio
$308 $0 1 0% Maintained
1603
SJIM
St. Johns Investment Management
Florida
$293 $0 1 0% Maintained
1604
WW
Winnow Wealth
Texas
$209 +$218 1 0% New
1605
NS
NBC Securities
Alabama
$127 -$124K 2 0.01% Reduced
1606
ACM
Anfield Capital Management
California
$92 +$78 1 0% New
1607
OWP
ORG Wealth Partners
Texas
$77 +$65 1 0% New
1608
GBT
Grove Bank & Trust
Florida
$73 -$3.09K 1 0% Reduced
1609
FWM
FSA Wealth Management
Massachusetts
$15 $0 1 0% Maintained
1610
1SP
140 Summer Partners
New York
$0 -$19.1M 0 – Closed
1611
APGDR
Absoluto Partners Gestao de Recursos
Brazil
$0 -$14.5M 0 – Closed
1612
AWM
Accurate Wealth Management
Florida
$0 -$113K 0 – Closed
1613
AO
Advisor OS
Illinois
$0 -$238K 0 – Closed
1614
ARG
Advisory Resource Group
Oklahoma
$0 -$979K 0 – Closed
1615
Alpha Cubed Investments
Alpha Cubed Investments
California
$0 -$170K 0 – Closed
1616
ADIM
Alpha DNA Investment Management
Maryland
$0 -$411K 0 – Closed
1617
AOWM
Alpha Omega Wealth Management
Virginia
$0 -$3.14M 0 – Closed
1618
AWCI
Alpine Woods Capital Investors
New York
$0 -$1.03M 0 – Closed
1619
AFCM
Alta Fox Capital Management
Texas
$0 -$10.4M 0 – Closed
1620
AAA
American Alpha Advisors
New York
$0 -$134K 0 – Closed
1621
AIA
Angeles Investment Advisors
California
$0 -$486K 0 – Closed
1622
AC
Aristides Capital
Kentucky
$0 -$196K 0 – Closed
1623
AIP
ARS Investment Partners
New York
$0 -$377K 0 – Closed
1624
ALAM
Asahi Life Asset Management
Japan
$0 -$353K 0 – Closed
1625
ACM
Ashford Capital Management
Delaware
$0 -$2.93M 0 – Closed