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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
BWA
Basecamp Wealth Advisors
Washington
$185K +$185K 7 0.04% New
1627
SIC
Sage Investment Counsel
Tennessee
$184K $0 1 0.2% Maintained
1628
SI
Stonekeep Investments
New Mexico
$183K -$6.25K 1 0.12% Reduced
1629
APW
Aventura Private Wealth
Florida
$182K $0 2 0.07% Maintained
1630
DBRC
D.B. Root & Company
Pennsylvania
$177K +$170K 1 0.04% New
1631
EW
Elyxium Wealth
California
$177K +$185K 3 0.05% New
1632
WWM
Wolff Wiese Magana
California
$173K $0 1 0.09% Maintained
1633
WBC
Westpac Banking Corp
Australia
$173K -$1.2K 1 0.01% Reduced
1634
CWM
Copia Wealth Management
Oregon
$172K -$25.8K 3 0.12% Reduced
1635
WIM
Westside Investment Management
California
$171K +$2.22K 3 0.03% Increased
1636
FHA
Flagship Harbor Advisors
Massachusetts
$168K -$74.7K 6 0.01% Reduced
1637
HWMC
Heritage Wealth Management (California)
California
$167K $0 1 0.11% Maintained
1638
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$167K +$161K 1 0% New
1639
WAU
Wellington-Altus USA
Manitoba, Canada
$165K +$150K 1 0.12% New
1640
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$163K +$15.8K 8 0% Increased
1641
C
Cliffwater
California
$159K +$64.5K 1 0.03% Increased
1642
IRAG
Investment Research & Advisory Group
Georgia
$157K +$529 2 0.05% Increased
1643
FFC
First Financial Corp
Indiana
$150K $0 2 0.06% Maintained
1644
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$149K -$2.7K 3 0% Reduced
1645
T
Tidemark
California
$148K -$17.2K 2 0.04% Reduced
1646
HHCP
Hilton Head Capital Partners
South Carolina
$144K +$152K 3 0.08% New
1647
BCM
Berbice Capital Management
New York
$139K $0 2 0.08% Maintained
1648
SWA
SOA Wealth Advisors
New York
$137K +$2.79K 1 0.02% Increased
1649
HC
Hillman Company
Pennsylvania
$134K +$129K 1 0.05% New
1650
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$134K +$22K 5 0% Increased