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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
WB
West Bancorporation
Iowa
$10K $0 1 0.01% Maintained
702
WEC
Winslow Evans & Crocker
Massachusetts
$10K +$3.35K 1 0% Increased
703
PP
PrairieView Partners
Minnesota
$9K $0 1 0% Maintained
704
NSIM
North Star Investment Management
Illinois
$8K $0 1 0% Maintained
705
PWMG
Prestige Wealth Management Group
New Jersey
$8K $0 1 0% Maintained
706
SCP
Steamboat Capital Partners
New York
$8K -$75 1 0% Reduced
707
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.46K $0 1 0% Maintained
708
Altshuler Shaham
Altshuler Shaham
Israel
$7K -$1.23K 1 0% Reduced
709
MCM
MV Capital Management
Maryland
$7K $0 1 0% Maintained
710
TFO
Tarbox Family Office
California
$7K $0 3 0% Maintained
711
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$7K +$447 3 0% Increased
712
Advisory Alpha
Advisory Alpha
Michigan
$6K +$5.49K 2 0% New
713
BWM
Baystate Wealth Management
Massachusetts
$6K +$45 1 0% Increased
714
CA
Crewe Advisors
Utah
$6K +$5.52K 1 0% New
715
DWA
Dorsey Wright & Associates
California
$6K -$1.76K 1 0% Reduced
716
SNT
Security National Trust
West Virginia
$6K $0 1 0% Maintained
717
SC
Slow Capital
California
$6K +$5.52K 1 0% New
718
CFN
Cordasco Financial Network
Florida
$5K +$45 1 0% Increased
719
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$5K $0 1 0% Maintained
720
PFA
Professional Financial Advisors
Nebraska
$5K +$3.36K 1 0% New
721
TD Private Client Wealth
TD Private Client Wealth
New York
$4.69K $0 1 0% Maintained
722
CIA
Cascade Investment Advisors
Oregon
$4.42K $0 1 0% Maintained
723
AF
Advisornet Financial
Minnesota
$4K -$2K 1 0% Reduced
724
WCG
Weaver Consulting Group
California
$4K -$1.04K 1 0% Reduced
725
CHA
Carmichael Hill & Associates
Maryland
$3K $0 1 0% Maintained