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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
PCM
Princeton Capital Management
New Jersey
$27K +$28.7K 1 0.01% New
727
Quadrant Capital Group
Quadrant Capital Group
Ohio
$25K -$4.17K 3 0.01% Reduced
728
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$24K +$23.3K 1 0.01% New
729
YWP
YorkBridge Wealth Partners
New York
$24K +$751 2 0.01% Increased
730
CBT
Capital Bank & Trust
California
$22K +$15.9K 2 0% Increased
731
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$22K +$2.93K 2 0% Increased
732
WTB
Washington Trust Bank
Washington
$22K $0 1 0% Maintained
733
JFA
JNBA Financial Advisors
Minnesota
$16K $0 1 0% Maintained
734
CBOA
Commonwealth Bank of Australia
Australia
$14K -$78.9K 1 0% Reduced
735
CIP
Convergence Investment Partners
Florida
$13K +$13.3K 1 0% New
736
FCB
First Command Bank
Texas
$12.2K $0 1 0.01% Maintained
737
FCFS
First Command Financial Services
Texas
$12K $0 1 0% Maintained
738
MGO One Seven
MGO One Seven
Ohio
$12K $0 1 0.01% Maintained
739
TL
TrueWealth LLC
Georgia
$12K $0 1 0.01% Maintained
740
WAP
Wealthcare Advisory Partners
Pennsylvania
$11K $0 2 0% Maintained
741
First Horizon Advisors
First Horizon Advisors
Tennessee
$10K +$418 2 0% Increased
742
VIA
Vantage Investment Advisors
Pennsylvania
$9K $0 1 0% Maintained
743
EWM
Edge Wealth Management
New York
$8K $0 1 0% Maintained
744
FMA
FNY Managed Accounts
New York
$8K +$7.01K 3 0.01% Increased
745
PGA
Premia Global Advisors
Florida
$8K +$9.41K 1 0.01% New
746
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$8K $0 2 0% Maintained
747
VCM
Virtue Capital Management
Tennessee
$8K +$7.82K 1 0% New
748
KTC
Kistler-Tiffany Companies
Pennsylvania
$7K +$2.48K 1 0% Increased
749
PO
Private Ocean
California
$7K $0 1 0% Maintained
750
SSB
Sandy Spring Bank
Maryland
$7K $0 1 0% Maintained