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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
726
PFBT
Parkside Financial Bank & Trust
Missouri
$5K +$348 4 0% Increased
727
WA
Winfield Associates
Ohio
$5K $0 1 0% Maintained
728
KTC
Kistler-Tiffany Companies
Pennsylvania
$4K +$1.87K 1 0% Increased
729
TG
TLP Group
Illinois
$4K -$2.65K 1 0% Reduced
730
VCM
Vigilant Capital Management
Maine
$4K +$3.74K 1 0% New
731
AF
Advisornet Financial
Minnesota
$3K +$2.72K 1 0% New
732
ACM
Armbruster Capital Management
New York
$3K $0 2 0% Maintained
733
FMA
FNY Managed Accounts
New York
$3K +$3.23K 1 0% New
734
Global Retirement Partners
Global Retirement Partners
California
$3K +$3K 1 0% New
735
LNB
Ledyard National Bank
$3K -$3.71K 1 0% Reduced
736
TFO
Tarbox Family Office
California
$3K $0 1 0% Maintained
737
MUFG Americas
MUFG Americas
New York
$2K +$1.5K 1 0% New
738
OFW
Omnia Family Wealth
Florida
$2K $0 1 0% Maintained
739
Gradient Investments
Gradient Investments
Minnesota
$1K +$1.3K 1 0% New
740
HMS
Hanseatic Management Services
New Mexico
$1K $0 1 0% Maintained
741
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K +$1.09K 1 0% New
742
PHK
Point72 Hong Kong
Hong Kong
$1K -$80.4K 1 0% Reduced
743
Smithfield Trust
Smithfield Trust
Pennsylvania
$1K +$1.25K 1 0% New
744
Banco Santander
Banco Santander
Spain
$0 -$6.09M 0 – Closed
745
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$0 -$1.26M 0 – Closed
746
BCM
Blume Capital Management
California
$0 -$5K 0 – Closed
747
BBCM
Boardman Bay Capital Management
New York
$0 -$487K 0 – Closed
748
BBA
Braun-Bostich & Associates
Pennsylvania
$0 +$422 1 0% New
749
BCM
BTC Capital Management
Iowa
$0 -$250K 0 – Closed
750
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$0 $0 0 – Closed