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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
RCAG
Rehmann Capital Advisory Group
Michigan
$24.5K +$1.21K 2 0% Increased
702
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$24K $0 1 0.01% Maintained
703
SIA
SeaBridge Investment Advisors
New Jersey
$23K $0 1 0.01% Maintained
704
Walleye Capital
Walleye Capital
New York
$23K +$25.6K 1 0% New
705
PFBT
Parkside Financial Bank & Trust
Missouri
$21K +$1.69K 4 0.01% Increased
706
OIA
Optimum Investment Advisors
Illinois
$20K +$16.3K 2 0.01% Increased
707
RE
RBC Europe
United Kingdom
$19.3K -$41K 1 0% Reduced
708
FHA
Flagship Harbor Advisors
Massachusetts
$19K -$3K 2 0% Reduced
709
HR
Howe & Rusling
New York
$19K -$472 2 0% Reduced
710
BCA
Berman Capital Advisors
Georgia
$17K +$5.29K 4 0.01% Increased
711
FIA
FNY Investment Advisers
New York
$16K -$50.4K 1 0% Reduced
712
ZB
Zions Bancorporation
Utah
$16K $0 1 0% Maintained
713
FIB
First Interstate Bank
Montana
$15K +$16.5K 1 0% New
714
IFAM
Institutional & Family Asset Management
Colorado
$15K $0 2 0% Maintained
715
PMFA
Plante Moran Financial Advisors
Michigan
$15K +$14.1K 1 0% New
716
WCG
Weaver Consulting Group
California
$15K $0 1 0.01% Maintained
717
Avior Wealth Management
Avior Wealth Management
Nebraska
$14K +$13.1K 1 0% New
718
CFN
Cordasco Financial Network
Florida
$14K +$89 1 0.01% Increased
719
MCM
MV Capital Management
Maryland
$11K +$4.57K 1 0% Increased
720
EWM
Edge Wealth Management
New York
$10K $0 2 0% Maintained
721
BWM
Baystate Wealth Management
Massachusetts
$9K +$30 1 0% Increased
722
TL
TrueWealth LLC
Georgia
$9K $0 1 0% Maintained
723
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.72K -$230K 1 0% Reduced
724
FCB
First Command Bank
Texas
$8K $0 1 0% Maintained
725
FCFS
First Command Financial Services
Texas
$8K $0 1 0% Maintained