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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
HR
Howe & Rusling
New York
$22K -$28.3K 2 0% Reduced
727
Quadrant Capital Group
Quadrant Capital Group
Ohio
$21K -$725 3 0.01% Reduced
728
LPWM
Lake Point Wealth Management
Texas
$20K +$24.1K 1 0.01% New
729
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$18K $0 1 0.01% Maintained
730
Central Trust Company
Central Trust Company
Missouri
$18K $0 1 0% Maintained
731
CBOA
Commonwealth Bank of Australia
Australia
$18K +$3.3K 1 0% Increased
732
FIA
FNY Investment Advisers
New York
$18K -$161K 2 0.01% Reduced
733
JCM
Jacobi Capital Management
Pennsylvania
$18K +$20K 1 0% New
734
SIA
SeaBridge Investment Advisors
New Jersey
$17K +$19.3K 1 0.01% New
735
JFA
JNBA Financial Advisors
Minnesota
$16K +$17.4K 1 0% New
736
TL
TrueWealth LLC
Georgia
$15K $0 1 0.01% Maintained
737
Cresset Asset Management
Cresset Asset Management
Illinois
$14K +$15.7K 4 0% New
738
IFAM
Institutional & Family Asset Management
Colorado
$12K $0 2 0% Maintained
739
WTB
Washington Trust Bank
Washington
$12K $0 1 0% Maintained
740
DSI
Daiwa SB Investments
Japan
$11K -$3.24M 1 0% Reduced
741
FRA
Front Row Advisors
California
$11K -$25 1 0.01% Reduced
742
HI
Human Investing
Oregon
$11K +$13.2K 1 0% New
743
MNBTD
Moody National Bank Trust Division
Texas
$10K +$11.3K 2 0% New
744
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$9K $0 2 0% Maintained
745
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$8K +$600 2 0% Increased
746
FCB
First Command Bank
Texas
$8K $0 1 0% Maintained
747
FCFS
First Command Financial Services
Texas
$8K $0 1 0% Maintained
748
BWM
Baystate Wealth Management
Massachusetts
$7K +$50 1 0% Increased
749
EWM
Edge Wealth Management
New York
$7K $0 2 0% Maintained
750
FTI
Fiduciary Trust International
Massachusetts
$6K +$6.16K 2 0% New