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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
1726
CX Institutional
CX Institutional
Indiana
$48K +$18.4K 1 0% Increased
1727
SWM
SHP Wealth Management
Massachusetts
$47.6K +$49.3K 5 0% New
1728
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$47.4K -$6.58K 2 0.01% Reduced
1729
IPS
Investors Portfolio Services
Washington
$47.3K +$43.4K 2 0.04% New
1730
HWM
HighMark Wealth Management
Minnesota
$47.3K +$14.9K 2 0.02% Increased
1731
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.1K +$30.7K 1 0.01% Increased
1732
CPG
Cornerstone Planning Group
New Jersey
$46.7K +$38.9K 4 0.01% Increased
1733
BIA
Bell Investment Advisors
California
$46.1K +$7.06K 5 0.01% Increased
1734
TFM
TFC Financial Management
Massachusetts
$45.3K +$225 3 0.01% Increased
1735
T
TOBAM
France
$45K $0 1 0.01% Maintained
1736
WCM
Westend Capital Management
California
$44.3K +$21.5K 1 0.01% Increased
1737
CWM
Cedar Wealth Management
California
$43.6K +$6.55K 1 0.01% Increased
1738
SIS
Strategic Investment Solutions
Illinois
$42.3K -$5.85K 2 0.01% Reduced
1739
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$41.7K +$35.1K 2 0.01% Increased
1740
HCM
Hollencrest Capital Management
California
$40.3K -$143K 2 0% Reduced
1741
MB
MidFirst Bank
Oklahoma
$40K +$399K 3 0% New
1742
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$39.4K +$1K 1 0% Increased
1743
FFO
Fortitude Family Office
Arizona
$39.3K -$4.24K 7 0.01% Reduced
1744
TCOV
Trust Company of Vermont
Vermont
$38.9K $0 2 0% Maintained
1745
GSWM
Golden State Wealth Management
California
$38.8K +$1.11K 5 0% Increased
1746
VFM
Vision Financial Markets
Connecticut
$38.4K +$229 4 0.04% Increased
1747
SHF
Safe Harbor Fiduciary
Florida
$37K +$33.6K 1 0.03% New
1748
HC
Hurley Capital
New York
$36.7K $0 1 0.02% Maintained
1749
SRCM
Signature Resources Capital Management
California
$35.6K +$529 1 0.02% Increased
1750
AWM
Abound Wealth Management
Tennessee
$35.5K +$5.57K 5 0.01% Increased