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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
651
Capital Guardian Trust
Capital Guardian Trust
California
$12K +$11.8K 1 0% New
652
YWP
YorkBridge Wealth Partners
New York
$12K +$11.9K 1 0.01% New
653
Balentine LLC
Balentine LLC
Georgia
$10K +$3.66K 1 0% Increased
654
BTIS
BB&T Investment Services
North Carolina
$10K +$8.59K 2 0.01% New
655
FPB
First PREMIER Bank
South Dakota
$10K $0 1 0.01% Maintained
656
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$9K +$1.17K 1 0% Increased
657
HCM
Herndon Capital Management
Georgia
$8K $0 1 0% Maintained
658
LWM
LBA Wealth Management
Florida
$8K $0 1 0% Maintained
659
PRS
Pinkerton Retirement Specialists
Idaho
$8K -$243 1 0% Reduced
660
PO
Private Ocean
California
$8K +$3.43K 1 0.01% Increased
661
WC
Whitnell & Co
Illinois
$8K +$6.62K 1 0% New
662
RWA
Ropes Wealth Advisors
Massachusetts
$7K +$5.87K 1 0% New
663
EWM
Edge Wealth Management
New York
$6K -$10K 1 0% Reduced
664
VIA
Vantage Investment Advisors
Pennsylvania
$6K $0 1 0% Maintained
665
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$6K +$558 1 0% Increased
666
Central Trust Company
Central Trust Company
Missouri
$5K $0 1 0% Maintained
667
MCM
Manchester Capital Management
Vermont
$5K $0 1 0% Maintained
668
PFBT
Parkside Financial Bank & Trust
Missouri
$5K +$2.98K 3 0% Increased
669
SNT
Security National Trust
West Virginia
$5K $0 1 0% Maintained
670
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K $0 2 0% Maintained
671
BIG
Bellwether Investment Group
Tennessee
$4K +$4.46K 1 0% New
672
ECM
Elgethun Capital Management
South Dakota
$4K +$3.35K 1 0% New
673
FPFS
First Personal Financial Services
North Carolina
$4K $0 1 0% Maintained
674
Huntington National Bank
Huntington National Bank
Ohio
$4K -$1.77K 1 0% Reduced
675
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.85K 1 0.01% New