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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
IFAM
Institutional & Family Asset Management
Colorado
$11K $0 2 0% Maintained
727
BWM
Baystate Wealth Management
Massachusetts
$9K +$52 1 0% Increased
728
DBT
Dubuque Bank & Trust
Iowa
$9K +$8.77K 1 0% New
729
FCB
First Command Bank
Texas
$9K $0 1 0% Maintained
730
FCFS
First Command Financial Services
Texas
$9K $0 1 0% Maintained
731
Cresset Asset Management
Cresset Asset Management
Illinois
$8K -$7.18K 2 0% Reduced
732
EWM
Edge Wealth Management
New York
$8K $0 2 0% Maintained
733
AIA
Alera Investment Advisors
Illinois
$7K +$2.16K 1 0% Increased
734
AIC
Ameritas Investment Company
Nebraska
$7K -$110K 2 0% Reduced
735
Larson Financial Group
Larson Financial Group
Missouri
$7K +$418 2 0.01% Increased
736
NSIM
North Star Investment Management
Illinois
$7K $0 1 0% Maintained
737
SFG
SevenBridge Financial Group
Pennsylvania
$7K $0 1 0% Maintained
738
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$7K $0 2 0% Maintained
739
Advisory Alpha
Advisory Alpha
Michigan
$6.81K +$6.8K 1 0% New
740
AIL
AGF Investments LLC
Ontario, Canada
$6K -$776K 1 0% Reduced
741
BCA
Bray Capital Advisors
Florida
$6K +$1.9K 1 0% Increased
742
BBNA
Bremer Bank National Association
Minnesota
$6K +$5.22K 1 0% New
743
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$6K $0 1 0% Maintained
744
EWM
Endurance Wealth Management
Rhode Island
$6K $0 1 0% Maintained
745
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$26 1 0% Increased
746
SNT
Security National Trust
West Virginia
$6K $0 1 0% Maintained
747
MCM
MV Capital Management
Maryland
$5K -$2.35K 1 0% Reduced
748
OIA
Optimum Investment Advisors
Illinois
$5K $0 1 0% Maintained
749
SFSIG
San Francisco Sentry Investment Group
California
$5K -$2.59K 2 0% Reduced
750
Smithfield Trust
Smithfield Trust
Pennsylvania
$5K +$3.65K 2 0% Increased