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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
WA
WFG Advisors
Texas
$8K +$6.14K 2 0% Increased
652
BTIS
BB&T Investment Services
North Carolina
$7K $0 1 0% Maintained
653
CCS
Crosspoint Capital Strategies
California
$7K +$6.79K 1 0.01% New
654
HCM
Herndon Capital Management
Georgia
$7K $0 1 0% Maintained
655
AIL
AGF Investments LLC
Ontario, Canada
$6K +$707 1 0% Increased
656
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$6K +$4.75K 2 0% Increased
657
EWM
Edge Wealth Management
New York
$6K $0 1 0% Maintained
658
RWA
Ropes Wealth Advisors
Massachusetts
$6K $0 1 0% Maintained
659
First Horizon Advisors
First Horizon Advisors
Tennessee
$5K -$114K 2 0% Reduced
660
PFBT
Parkside Financial Bank & Trust
Missouri
$5K +$142 3 0% Increased
661
SNT
Security National Trust
West Virginia
$5K $0 1 0% Maintained
662
SFG
SevenBridge Financial Group
Pennsylvania
$5K $0 1 0% Maintained
663
VIA
Vantage Investment Advisors
Pennsylvania
$5K $0 1 0% Maintained
664
OFW
Omnia Family Wealth
Florida
$4K $0 2 0% Maintained
665
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$4K $0 1 0% Maintained
666
ACM
Armbruster Capital Management
New York
$3K $0 1 0% Maintained
667
MCM
MV Capital Management
Maryland
$3K $0 1 0% Maintained
668
Penserra Capital Management
Penserra Capital Management
California
$3K +$703 1 0% Increased
669
WA
Winfield Associates
Ohio
$3K $0 1 0% Maintained
670
WEC
Winslow Evans & Crocker
Massachusetts
$2.92K $0 1 0% Maintained
671
Huntington National Bank
Huntington National Bank
Ohio
$2K +$1.48K 2 0% Increased
672
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$2K +$1.71K 1 0% New
673
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
674
HMS
Hanseatic Management Services
New Mexico
$1K +$686 1 0% New
675
ZB
Zions Bancorporation
Utah
$1K +$1.18K 1 0% New