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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
RCA
Ranch Capital Advisors
Florida
$8K +$7.31K 1 0.01% New
752
EWP
Engrave Wealth Partners
Texas
$7K +$7.4K 1 0.01% New
753
RIA
Realta Investment Advisors
Delaware
$7K +$375 1 0% Increased
754
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$7K +$6.68K 1 0% New
755
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$7K +$2.21K 3 0% Increased
756
Advisory Alpha
Advisory Alpha
Michigan
$6.82K +$29 1 0% Increased
757
CT
Caldwell Trust
Florida
$6.17K +$6.31K 1 0% New
758
CFN
Cordasco Financial Network
Florida
$6K -$8.02K 1 0.01% Reduced
759
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$31 1 0% Increased
760
AF
Advisornet Financial
Minnesota
$5K $0 2 0% Maintained
761
AIL
AGF Investments LLC
Ontario, Canada
$5K $0 1 0% Maintained
762
BAMG
Brand Asset Management Group
Missouri
$5K $0 1 0% Maintained
763
Altshuler Shaham
Altshuler Shaham
Israel
$4K +$3.08K 2 0% Increased
764
HGWM
Harvest Group Wealth Management
Massachusetts
$4K +$2.74K 3 0% Increased
765
KTC
Kistler-Tiffany Companies
Pennsylvania
$4K $0 1 0% Maintained
766
TL
TrueWealth LLC
Georgia
$4K $0 1 0% Maintained
767
WB
West Bancorporation
Iowa
$4K +$4.81K 1 0% New
768
JCM
Jacobi Capital Management
Pennsylvania
$3K $0 1 0% Maintained
769
SFSIG
San Francisco Sentry Investment Group
California
$3K -$1K 2 0% Reduced
770
SCA
Stonebridge Capital Advisors
Minnesota
$3K $0 1 0% Maintained
771
TFGT
TS Financial Group (TSFG)
Illinois
$3K $0 1 0% Maintained
772
Procyon Advisors
Procyon Advisors
Connecticut
$2K +$1.97K 1 0% New
773
TFA
Tobias Financial Advisors
Florida
$2K +$2.19K 1 0% New
774
WAP
Wealthcare Advisory Partners
Pennsylvania
$2K $0 1 0% Maintained
775
WCM
Wealthcare Capital Management
Virginia
$2K +$2.15K 1 0% New