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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
9C
9823 Capital
Texas
$100K -$1.27M 1 0.08% Reduced
1602
DAM
Delta Asset Management
Tennessee
$99.3K $0 1 0.01% Maintained
1603
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$97.6K -$994K 1 0.01% Reduced
1604
T
Tidemark
California
$97K -$485 2 0.02% Reduced
1605
DMBA
Deseret Mutual Benefit Administrators
Utah
$96.5K +$46.4K 1 0.03% Increased
1606
MTIM
Marathon Trading Investment Management
Pennsylvania
$95.8K -$1.07M 1 0% Reduced
1607
MMCM
Murphy & Mullick Capital Management
New York
$95.2K +$55K 3 0.07% Increased
1608
NAAA
New Age Alpha Advisors
New York
$94.7K -$1.74K 1 0% Reduced
1609
TPWA
Twin Peaks Wealth Advisors
California
$94.2K +$108K 9 0.02% New
1610
LWM
Lodestone Wealth Management
Washington
$91.8K +$16.1K 1 0.04% Increased
1611
HHCP
Hilton Head Capital Partners
South Carolina
$89.6K -$8.02K 3 0.05% Reduced
1612
TIM
Tortoise Investment Management
New York
$87.8K +$117K 1 0.01% New
1613
ACM
Accent Capital Management
Ohio
$87.2K +$66.8K 3 0.04% Increased
1614
FPF
First Pacific Financial
Washington
$86.7K +$810 2 0.01% Increased
1615
SWA
SOA Wealth Advisors
New York
$86.3K +$4.22K 1 0.02% Increased
1616
W
WealthCollab
Washington
$84.9K $0 3 0.04% Maintained
1617
MWA
Medallion Wealth Advisors
Connecticut
$81.6K $0 2 0.03% Maintained
1618
FCT
First Community Trust
Iowa
$80.3K $0 1 0.06% Maintained
1619
HCM
Hollencrest Capital Management
California
$79.2K +$63.8K 2 0% Increased
1620
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$79K +$65.7K 1 0.01% Increased
1621
NRWA
North Ridge Wealth Advisors
Oregon
$78.5K $0 1 0.04% Maintained
1622
AGA
Arkos Global Advisors
Texas
$76K +$101K 1 0.01% New
1623
WA
Whipplewood Advisors
Colorado
$75.4K +$80K 4 0.04% Increased
1624
MCM
MV Capital Management
Maryland
$72.9K +$1.14K 3 0.01% Increased
1625
OBC
Oakum Bay Capital
Connecticut
$71.8K $0 1 0.04% Maintained