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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
701
CHP
Cable Hill Partners
Oregon
$16K +$15K 1 0.01% New
702
Huntington National Bank
Huntington National Bank
Ohio
$15K +$12.7K 1 0% Increased
703
WAP
Wealthcare Advisory Partners
Pennsylvania
$15K $0 2 0% Maintained
704
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$14K +$12.9K 2 0% New
705
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$14K +$12.9K 2 0% New
706
MGO One Seven
MGO One Seven
Ohio
$13K +$11.9K 1 0.01% New
707
BTIS
BB&T Investment Services
North Carolina
$12K $0 1 0% Maintained
708
FQ
First Quadrant
California
$12K +$11.6K 1 0% New
709
TL
TrueWealth LLC
Georgia
$11K +$11.1K 1 0.01% New
710
FCB
First Command Bank
Texas
$9K +$8.16K 1 0.01% New
711
FCFS
First Command Financial Services
Texas
$9K +$8.16K 1 0.01% New
712
PO
Private Ocean
California
$9K $0 1 0.01% Maintained
713
EWM
Edge Wealth Management
New York
$8K $0 1 0% Maintained
714
First Horizon Advisors
First Horizon Advisors
Tennessee
$8K +$631 2 0% Increased
715
SSB
Sandy Spring Bank
Maryland
$8K +$6.98K 1 0% New
716
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$7K +$2.54K 2 0% Increased
717
CBT
Capital Bank & Trust
California
$7K -$23.4K 1 0% Reduced
718
SNT
Security National Trust
West Virginia
$7K $0 1 0% Maintained
719
SFG
SevenBridge Financial Group
Pennsylvania
$7K $0 1 0% Maintained
720
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$7K $0 2 0% Maintained
721
VIA
Vantage Investment Advisors
Pennsylvania
$7K $0 1 0% Maintained
722
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$6K $0 1 0% Maintained
723
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$6K $0 1 0% Maintained
724
SCM
Stumpf Capital Management
Arizona
$6K +$7.46K 1 0.01% New
725
NC
NewSquare Capital
Pennsylvania
$5K +$4.35K 1 0% New