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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
Central Trust Company
Central Trust Company
Missouri
$3K -$765 1 0% Reduced
727
Fidelity International
Fidelity International
Bermuda
$3K $0 1 0% Maintained
728
IAS
IMA Advisory Services
Colorado
$3K +$2.86K 1 0% New
729
JCM
Jacobi Capital Management
Pennsylvania
$3K $0 1 0% Maintained
730
KTC
Kistler-Tiffany Companies
Pennsylvania
$3K $0 1 0% Maintained
731
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$2.23K 1 0% New
732
TFGT
TS Financial Group (TSFG)
Illinois
$3K $0 1 0% Maintained
733
GAM
Gemmer Asset Management
California
$2K +$1.93K 2 0% Increased
734
Quantbot Technologies
Quantbot Technologies
New York
$2K -$107K 1 0% Reduced
735
RWM
Raffa Wealth Management
District of Columbia
$1.1K $0 1 0% Maintained
736
CFD
Creative Financial Designs
Indiana
$1K +$22 1 0% Increased
737
First Horizon Advisors
First Horizon Advisors
Tennessee
$1K +$830 1 0% Increased
738
GWS
Glassman Wealth Services
Virginia
$1K $0 2 0% Maintained
739
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
740
IRC
Investors Research Corp
Georgia
$1K $0 1 0% Maintained
741
PFWA
Paces Ferry Wealth Advisors
Georgia
$1K +$1.14K 2 0% New
742
VNA
Valley National Advisers
Pennsylvania
$1K +$229 1 0% Increased
743
6M
6 Meridian
Kansas
$0 -$344K 0 – Closed
744
AC
Athanor Capital
New York
$0 -$416K 0 – Closed
745
APWA
Atlas Private Wealth Advisors
New Jersey
$0 -$70K 0 – Closed
746
AI
Atom Investors
Texas
$0 -$240K 0 – Closed
747
AIC
Aurora Investment Counsel
Georgia
$0 -$655K 0 – Closed
748
AC
Avenir Corporation
Virginia
$0 -$718K 0 – Closed
749
Balentine LLC
Balentine LLC
Georgia
$0 -$2K 0 – Closed
750
Banco Santander
Banco Santander
Spain
$0 -$273K 0 – Closed