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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
751
Larson Financial Group
Larson Financial Group
Missouri
$6K +$7.18K 1 0.01% New
752
MCM
MV Capital Management
Maryland
$6K +$1.9K 1 0% Increased
753
NSIM
North Star Investment Management
Illinois
$6K +$2K 1 0% Increased
754
PO
Private Ocean
California
$6K $0 1 0% Maintained
755
SFG
SevenBridge Financial Group
Pennsylvania
$6K $0 1 0% Maintained
756
BCA
Bray Capital Advisors
Florida
$5K +$2.96K 1 0% Increased
757
BTNA
Bremer Trust National Association
Minnesota
$5K +$5K 1 0% New
758
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$5K $0 1 0% Maintained
759
EWM
Endurance Wealth Management
Rhode Island
$5K -$10.6K 1 0% Reduced
760
Huntington National Bank
Huntington National Bank
Ohio
$5K -$3.44K 4 0% Reduced
761
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$25 1 0% Increased
762
SFSIG
San Francisco Sentry Investment Group
California
$5K +$4.74K 3 0% Increased
763
SNT
Security National Trust
West Virginia
$5K $0 1 0% Maintained
764
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$5K +$5.8K 1 0% New
765
AF
Advisornet Financial
Minnesota
$4K +$660 2 0% Increased
766
AIA
Alera Investment Advisors
Illinois
$4K +$4.58K 2 0% New
767
GAM
Gemmer Asset Management
California
$4K +$2.51K 3 0% Increased
768
KTC
Kistler-Tiffany Companies
Pennsylvania
$4K $0 1 0% Maintained
769
NC
NewSquare Capital
Pennsylvania
$4K $0 1 0% Maintained
770
OIA
Optimum Investment Advisors
Illinois
$4K $0 1 0% Maintained
771
SIM
Sonora Investment Management
Arizona
$4K +$4.43K 1 0% New
772
Twin Tree Management
Twin Tree Management
Texas
$4K -$2.29M 1 0% Reduced
773
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$3K +$3.02K 1 0% New
774
FCA
FinTrust Capital Advisors
South Carolina
$3K +$3.6K 1 0% New
775
GCM
Gables Capital Management
Florida
$3K -$660 1 0% Reduced