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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
1626
CX Institutional
CX Institutional
Indiana
$86K +$13.2K 3 0% Increased
1627
MCM
MV Capital Management
Maryland
$85.7K +$483 3 0.01% Increased
1628
Central Trust Company
Central Trust Company
Missouri
$83.3K -$36.2K 3 0% Reduced
1629
OCM
Osbon Capital Management
Massachusetts
$83K -$176K 2 0.07% Reduced
1630
SIC
Sage Investment Counsel
Tennessee
$81.5K +$101K 1 0.08% New
1631
CJ
Caitlin John
Michigan
$78.8K +$21.9K 3 0.04% Increased
1632
FCT
First Community Trust
Iowa
$78.4K $0 1 0.04% Maintained
1633
CFFP
Center for Financial Planning
Michigan
$77.4K +$10.4K 2 0.01% Increased
1634
RS
R Squared
Hong Kong
$76.1K -$477K 1 0.04% Reduced
1635
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$74.5K -$32.5K 1 0% Reduced
1636
AWM
Activest Wealth Management
Florida
$74.4K +$10.8K 3 0.01% Increased
1637
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$73.5K -$40.2K 2 0% Reduced
1638
CB
Community Bank
New York
$72.2K $0 1 0.01% Maintained
1639
MIA
MeadowBrook Investment Advisors
Michigan
$70.8K +$49.4K 1 0.06% New
1640
CWM
Copia Wealth Management
Oregon
$70.7K -$1.01K 3 0.04% Reduced
1641
GEA
Glen Eagle Advisors
New Jersey
$70.6K -$3.3K 2 0.01% Reduced
1642
WA
WPG Advisers
Maryland
$68.7K -$42.7K 4 0.04% Reduced
1643
B
BP
United Kingdom
$68.2K +$72.1K 1 0.43% New
1644
VR
Vision Retirement
New Jersey
$67.5K +$20.8K 3 0.02% Increased
1645
FFO
Fortitude Family Office
Arizona
$67K +$8.23K 8 0.01% Increased
1646
OCWP
Owl Creek Wealth Partners
Colorado
$65.8K +$2.73K 4 0.02% Increased
1647
CPG
Cornerstone Planning Group
New Jersey
$63.5K -$4.69K 5 0.01% Reduced
1648
TPW
Turn8 Private Wealth
$62.8K +$59.3K 1 0.04% New
1649
AIC
Archer Investment Corporation
Indiana
$62.2K +$2.93K 2 0.01% Increased
1650
RFA
Reyes Financial Architecture
California
$61.5K +$3.52K 1 0.03% Increased