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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
676
VIA
Vantage Investment Advisors
Pennsylvania
$6K $0 1 0% Maintained
677
WP
WealthPLAN Partners
Nebraska
$5.53K +$6.28K 1 0.02% New
678
PFBT
Parkside Financial Bank & Trust
Missouri
$5K +$520 3 0% Increased
679
SFG
SevenBridge Financial Group
Pennsylvania
$5K +$5.31K 1 0% New
680
TG
TLP Group
Illinois
$5K +$1.42K 1 0% Increased
681
AP
Advisors Preferred
Maryland
$4K +$3.2K 1 0% New
682
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$4K $0 1 0% Maintained
683
OFW
Omnia Family Wealth
Florida
$4K $0 2 0% Maintained
684
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$4K $0 1 0% Maintained
685
PB
Pinnacle Bancorp
Nebraska
$4K +$3.76K 1 0% New
686
SNT
Security National Trust
West Virginia
$4K $0 1 0% Maintained
687
WEC
Winslow Evans & Crocker
Massachusetts
$3.62K $0 1 0% Maintained
688
ACM
Armbruster Capital Management
New York
$3K $0 1 0% Maintained
689
Avior Wealth Management
Avior Wealth Management
Nebraska
$3K $0 1 0% Maintained
690
MCM
MV Capital Management
Maryland
$3K +$2.97K 1 0% New
691
WA
Winfield Associates
Ohio
$3K $0 1 0% Maintained
692
Geneos Wealth Management
Geneos Wealth Management
Colorado
$2K -$18K 1 0% Reduced
693
IHT Wealth Management
IHT Wealth Management
Illinois
$2K +$2.17K 1 0% New
694
Pathstone Family Office
Pathstone Family Office
New Jersey
$2K +$1.59K 1 0% New
695
Penserra Capital Management
Penserra Capital Management
California
$2K -$2.58M 1 0% Reduced
696
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
697
WA
WFG Advisors
Texas
$2K +$2.09K 2 0% Increased
698
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$1K $0 1 0% Maintained
699
MTIP
Magee Thomson Investment Partners
California
$1K -$371 1 0% Reduced
700
WOC
West Oak Capital
California
$686 +$711 1 0% New