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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
1676
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$88.2K $0 1 0% Maintained
1677
CFFP
Center for Financial Planning
Michigan
$87.6K +$23K 2 0.01% Increased
1678
MWA
Medallion Wealth Advisors
Connecticut
$86.1K $0 2 0.03% Maintained
1679
MCM
MV Capital Management
Maryland
$84.9K +$28 3 0.01% Increased
1680
GBT
Grove Bank & Trust
Florida
$84.5K -$679 3 0.01% Reduced
1681
CJ
Caitlin John
Michigan
$84.2K +$4.16K 4 0.06% Increased
1682
OP
Oslo Pensjonsforsikring
$83.9K $0 1 0.01% Maintained
1683
OBC
Oakum Bay Capital
Connecticut
$83.7K +$80.4K 1 0.04% New
1684
CSPIA
Cary Street Partners Investment Advisory
Virginia
$80.7K +$19.1K 2 0.02% Increased
1685
MCM
Manchester Capital Management
Vermont
$78.7K +$63.2K 3 0.01% Increased
1686
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$77.3K +$47.9K 4 0% Increased
1687
NAAA
New Age Alpha Advisors
New York
$76.8K -$313K 1 0% Reduced
1688
CWMS
CFG Wealth Management Services
Indiana
$75.9K +$80.8K 1 0.07% New
1689
JWM
Jessup Wealth Management
Ohio
$74K +$71.1K 1 0.02% New
1690
MMCM
Murphy & Mullick Capital Management
New York
$72.5K $0 2 0.05% Maintained
1691
PWA
Physician Wealth Advisors
Utah
$71.9K +$37.9K 5 0.01% Increased
1692
TFA
Transamerica Financial Advisors
Florida
$71.3K +$45.4K 7 0.01% Increased
1693
CB
Community Bank
New York
$71.2K $0 1 0.01% Maintained
1694
EC
Elequin Capital
New York
$70.4K +$74.9K 1 0.01% New
1695
QWM
Quaker Wealth Management
New Jersey
$70.2K +$32.3K 3 0.02% Increased
1696
SSG
Summit Securities Group
New York
$69.2K +$67.3K 2 0.01% New
1697
WCM
Winthrop Capital Management
Indiana
$69K +$1.92K 4 0.02% Increased
1698
FA
Financial Avengers
California
$68.9K -$6.05K 2 0.03% Reduced
1699
SIC
SJS Investment Consulting
Ohio
$67.3K +$10.8K 6 0.01% Increased
1700
AIC
Archer Investment Corporation
Indiana
$67.3K $0 2 0.02% Maintained