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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
601
PSC
Prentiss Smith & Co
Vermont
$9K $0 1 0.01% Maintained
602
NHFG
New Harbor Financial Group
Massachusetts
$8K $0 1 0.01% Maintained
603
RCG
Ruggie Capital Group
Florida
$8K $0 1 0.01% Maintained
604
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$7K -$58K 1 0% Reduced
605
Lazard Asset Management
Lazard Asset Management
New York
$7K -$2.49M 1 0% Reduced
606
LWM
LBA Wealth Management
Florida
$7K $0 1 0% Maintained
607
Balentine LLC
Balentine LLC
Georgia
$6K $0 1 0% Maintained
608
EWM
Edge Wealth Management
New York
$6K +$5.3K 2 0% Increased
609
National Pension Service
National Pension Service
South Korea
$6K -$5.62M 1 0% Reduced
610
PRS
Pinkerton Retirement Specialists
Idaho
$6K +$6.21K 1 0% New
611
AIM
Advantage Investment Management
Iowa
$5K +$5.82K 1 0% New
612
FPB
First PREMIER Bank
South Dakota
$5K -$4.9K 1 0% Reduced
613
HCM
Herndon Capital Management
Georgia
$5K +$5.37K 1 0% New
614
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$5K -$190 1 0% Reduced
615
WP
WealthPLAN Partners
Nebraska
$5K +$5.32K 1 0% New
616
Central Trust Company
Central Trust Company
Missouri
$4K $0 1 0% Maintained
617
GBT
Grove Bank & Trust
Florida
$4K +$3.97K 1 0% New
618
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4K -$5.21K 1 0% Reduced
619
MCM
Manchester Capital Management
Vermont
$4K $0 1 0% Maintained
620
SNT
Security National Trust
West Virginia
$4K $0 1 0% Maintained
621
VIA
Vantage Investment Advisors
Pennsylvania
$4K $0 1 0% Maintained
622
PIA
Piedmont Investment Advisors
North Carolina
$3.63K +$582 1 0% Increased
623
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$3K $0 1 0% Maintained
624
FPFS
First Personal Financial Services
North Carolina
$3K +$3.15K 1 0% New
625
ACM
Armbruster Capital Management
New York
$2K +$2.71K 1 0% New