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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$25K +$3.07K 3 0% Increased
727
Quadrant Capital Group
Quadrant Capital Group
Ohio
$25K $0 3 0.01% Maintained
728
CF
Centaurus Financial
California
$24K +$22.7K 2 0% New
729
Mutual of America Capital Management
Mutual of America Capital Management
New York
$24K +$23.9K 3 0% New
730
YWP
YorkBridge Wealth Partners
New York
$23K $0 2 0.01% Maintained
731
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$21K +$21.4K 1 0.01% New
732
CBOA
Commonwealth Bank of Australia
Australia
$21K +$6.91K 1 0% Increased
733
WTB
Washington Trust Bank
Washington
$19K $0 1 0% Maintained
734
JFA
JNBA Financial Advisors
Minnesota
$18K $0 1 0% Maintained
735
TL
TrueWealth LLC
Georgia
$14K $0 1 0.01% Maintained
736
Xponance
Xponance
Pennsylvania
$13K +$14.4K 1 0.01% New
737
FCB
First Command Bank
Texas
$12K $0 1 0% Maintained
738
FCFS
First Command Financial Services
Texas
$12K $0 1 0% Maintained
739
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$9K $0 2 0% Maintained
740
VIA
Vantage Investment Advisors
Pennsylvania
$9K $0 1 0% Maintained
741
BWM
Baystate Wealth Management
Massachusetts
$8K +$6.41K 1 0% Increased
742
EWM
Edge Wealth Management
New York
$8K $0 1 0% Maintained
743
EWM
Endurance Wealth Management
Rhode Island
$8K -$246K 1 0% Reduced
744
PG
Patten Group
Tennessee
$8K +$9.14K 1 0% New
745
PO
Private Ocean
California
$8K $0 1 0% Maintained
746
CHP
Cable Hill Partners
Oregon
$7K $0 1 0% Maintained
747
PFBT
Parkside Financial Bank & Trust
Missouri
$7K $0 4 0% Maintained
748
SNT
Security National Trust
West Virginia
$7K $0 1 0% Maintained
749
SFG
SevenBridge Financial Group
Pennsylvania
$7K $0 1 0% Maintained
750
KTC
Kistler-Tiffany Companies
Pennsylvania
$6K $0 1 0% Maintained