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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
1651
Keating Financial Advisory Services
Keating Financial Advisory Services
Kansas
$133K +$130K 6 0.02% New
1652
W
WealthCollab
Washington
$131K +$2.21K 3 0.05% Increased
1653
LWM
Lodestone Wealth Management
Washington
$130K +$138K 2 0.05% New
1654
First Pacific Financial
First Pacific Financial
Washington
$129K $0 1 0.02% Maintained
1655
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$128K -$21.5K 1 0% Reduced
1656
WA
WPG Advisers
Maryland
$123K +$3.67K 5 0.09% Increased
1657
CSB
City State Bank
Iowa
$121K $0 3 0.03% Maintained
1658
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$121K $0 1 0.01% Maintained
1659
LA
LM Advisors
California
$120K -$3.44M 1 2.16% Reduced
1660
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$116K $0 1 0% Maintained
1661
Delta Asset Management
Delta Asset Management
Tennessee
$116K -$61.6K 1 0.01% Reduced
1662
EWM
Evolution Wealth Management
Florida
$111K $0 1 0.09% Maintained
1663
PCP
Polunin Capital Partners
United Kingdom
$110K -$141K 1 0.02% Reduced
1664
BONH
Bank of New Hampshire
New Hampshire
$110K $0 1 0.02% Maintained
1665
Ostrum Asset Management
Ostrum Asset Management
France
$108K -$38K 1 0.01% Reduced
1666
TWD
True Wealth Design
Ohio
$107K -$1.07K 12 0.03% Reduced
1667
MCF Advisors
MCF Advisors
Kentucky
$106K +$31.2K 2 0.01% Increased
1668
Salomon & Ludwin
Salomon & Ludwin
Virginia
$100K +$12.8K 4 0.01% Increased
1669
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$97.1K -$8K 2 0.01% Reduced
1670
LWMI
Legacy Wealth Management (Idaho)
Idaho
$96.9K $0 1 0.05% Maintained
1671
Virtu Financial
Virtu Financial
New York
$96K -$8.12M 1 0% Reduced
1672
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$95.7K -$113K 4 0.05% Reduced
1673
TM
Torren Management
California
$93.8K +$89.5K 6 0.05% New
1674
RA
RiverPark Advisors
New York
$92.6K +$88.2K 1 0.03% New
1675
NRWA
North Ridge Wealth Advisors
Oregon
$90.6K $0 1 0.05% Maintained