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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
WTB
Washington Trust Bank
Washington
$16K +$15.5K 1 0% New
652
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$15K +$13.4K 1 0.01% New
653
YWP
YorkBridge Wealth Partners
New York
$15K $0 2 0.01% Maintained
654
Balentine LLC
Balentine LLC
Georgia
$13K $0 1 0% Maintained
655
PO
Private Ocean
California
$13K $0 1 0.01% Maintained
656
WAP
Wealthcare Advisory Partners
Pennsylvania
$13K +$12.5K 2 0% New
657
BTIS
BB&T Investment Services
North Carolina
$12K +$2.69K 1 0% Increased
658
ZB
Zions Bancorporation
Utah
$8K +$5.87K 1 0% Increased
659
EWM
Edge Wealth Management
New York
$7K $0 1 0% Maintained
660
AIL
AGF Investments LLC
Ontario, Canada
$6K -$1.14K 1 0% Reduced
661
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$6K -$1.56K 2 0% Reduced
662
LNB
Ledyard National Bank
$6K +$5.36K 1 0% New
663
SNT
Security National Trust
West Virginia
$6K $0 1 0% Maintained
664
SFG
SevenBridge Financial Group
Pennsylvania
$6K $0 1 0% Maintained
665
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$6K -$6K 2 0% Reduced
666
TG
TLP Group
Illinois
$6K +$5.16K 1 0% New
667
VIA
Vantage Investment Advisors
Pennsylvania
$6K $0 1 0% Maintained
668
BCM
Blume Capital Management
California
$5K -$16.1K 1 0% Reduced
669
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$5K -$1.67M 1 0% Reduced
670
Curi RMB Capital
Curi RMB Capital
Illinois
$5K -$2.16M 1 0% Reduced
671
First Horizon Advisors
First Horizon Advisors
Tennessee
$5K $0 2 0% Maintained
672
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5K $0 1 0% Maintained
673
Wolverine Asset Management
Wolverine Asset Management
Illinois
$5K -$28.5K 1 0% Reduced
674
ACM
Armbruster Capital Management
New York
$4K +$1.04K 2 0% Increased
675
MCM
MV Capital Management
Maryland
$3K $0 1 0% Maintained