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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
776
AF
Advisornet Financial
Minnesota
$3K -$1K 1 0% Reduced
777
BCA
Bray Capital Advisors
Florida
$3K -$33.4K 1 0% Reduced
778
First Horizon Advisors
First Horizon Advisors
Tennessee
$3K +$1.32K 2 0% Increased
779
GAM
Gemmer Asset Management
California
$3K $0 1 0% Maintained
780
Global Retirement Partners
Global Retirement Partners
California
$3K $0 1 0% Maintained
781
Pathstone Family Office
Pathstone Family Office
New Jersey
$3K +$3.84K 1 0% New
782
TFO
Tarbox Family Office
California
$3K $0 1 0% Maintained
783
WC
Whitney & Co
New York
$3K +$2.99K 1 0% New
784
CCM
Cribstone Capital Management
Maine
$2K $0 1 0% Maintained
785
HMS
Hanseatic Management Services
New Mexico
$2K $0 1 0% Maintained
786
OFW
Omnia Family Wealth
Florida
$2K $0 1 0% Maintained
787
QCIG
Quad-Cities Investment Group
Iowa
$2K $0 1 0% Maintained
788
SFSIG
San Francisco Sentry Investment Group
California
$2K $0 1 0% Maintained
789
Smithfield Trust
Smithfield Trust
Pennsylvania
$2K $0 1 0% Maintained
790
RWM
Raffa Wealth Management
District of Columbia
$1.16K $0 1 0% Maintained
791
AC
Avestar Capital
New York
$1K +$597 1 0% Increased
792
Csenge Advisory Group
Csenge Advisory Group
Florida
$1K +$2.59K 3 0% New
793
CX Institutional
CX Institutional
Indiana
$1K $0 1 0% Maintained
794
LWA
Lenox Wealth Advisors
New York
$1K $0 1 0% Maintained
795
SIS
Sound Income Strategies
Florida
$1K $0 1 0% Maintained
796
6M
6 Meridian
Kansas
$0 -$574K 0 – Closed
797
Algert Global
Algert Global
California
$0 -$136K 0 – Closed
798
Allstate Corporation
Allstate Corporation
Illinois
$0 -$512K 0 – Closed
799
ANI
American National Insurance
Texas
$0 -$336K 0 – Closed
800
AIM
AMI Investment Management
Indiana
$0 -$205K 0 – Closed