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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
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$32 1 0% Increased
752
RIA
Realta Investment Advisors
Delaware
$7K +$6.77K 1 0% New
753
SNT
Security National Trust
West Virginia
$7K $0 1 0% Maintained
754
Advisory Alpha
Advisory Alpha
Michigan
$6.29K +$6.22K 1 0% New
755
Smithfield Trust
Smithfield Trust
Pennsylvania
$6K $0 2 0% Maintained
756
AF
Advisornet Financial
Minnesota
$5K $0 2 0% Maintained
757
AIL
AGF Investments LLC
Ontario, Canada
$5K $0 1 0% Maintained
758
BAMG
Brand Asset Management Group
Missouri
$5K $0 1 0% Maintained
759
Huntington National Bank
Huntington National Bank
Ohio
$5K $0 4 0% Maintained
760
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$5K $0 2 0% Maintained
761
TL
TrueWealth LLC
Georgia
$5K $0 1 0% Maintained
762
JCM
Jacobi Capital Management
Pennsylvania
$4K $0 1 0% Maintained
763
KTC
Kistler-Tiffany Companies
Pennsylvania
$4K $0 1 0% Maintained
764
SFSIG
San Francisco Sentry Investment Group
California
$4K +$2.59K 3 0% Increased
765
TFGT
TS Financial Group (TSFG)
Illinois
$4K $0 1 0% Maintained
766
CIAS
Capital Investment Advisory Services
North Carolina
$3K $0 1 0% Maintained
767
HGWM
Harvest Group Wealth Management
Massachusetts
$3K +$592 2 0% Increased
768
SCA
Stonebridge Capital Advisors
Minnesota
$3K $0 1 0% Maintained
769
WWM
Willingdon Wealth Management
North Carolina
$3K +$2.79K 1 0% New
770
GWAG
Garrett Wealth Advisory Group
Texas
$2.09K +$2.23K 2 0% New
771
EI
Ellevest Inc
New York
$2K +$2.37K 1 0% New
772
QCIG
Quad-Cities Investment Group
Iowa
$2K $0 1 0% Maintained
773
RWM
Raffa Wealth Management
District of Columbia
$1.46K +$1.43K 1 0% New
774
Altshuler Shaham
Altshuler Shaham
Israel
$1K +$771 2 0% New
775
DOA
D'Orazio & Associates
Virginia
$1K +$867 1 0% New