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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
901
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$21K +$11.4K 4 0.01% Increased
902
FCB
First Command Bank
Texas
$19K $0 1 0% Maintained
903
FCFS
First Command Financial Services
Texas
$19K $0 1 0% Maintained
904
PP
PrairieView Partners
Minnesota
$19K $0 1 0% Maintained
905
WIM
Westside Investment Management
California
$17.5K +$20.1K 2 0.05% New
906
JPLA
Joseph P. Lucia & Associates
New York
$17K +$19.7K 1 0.01% New
907
TFA
Toth Financial Advisory
Virginia
$17K +$19.7K 1 0% New
908
AWM
AllSquare Wealth Management
New York
$16K +$14.6K 1 0.01% New
909
EWM
Endurance Wealth Management
Rhode Island
$14K -$8K 1 0% Reduced
910
HR
Howe & Rusling
New York
$14K -$2.55K 1 0% Reduced
911
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$9.87K 2 0% Increased
912
OIA
Optimum Investment Advisors
Illinois
$14K +$12.6K 1 0% New
913
RIM
Rockbridge Investment Management
New York
$14K +$12K 1 0% New
914
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$14K +$16K 2 0% New
915
SNT
Security National Trust
West Virginia
$14K $0 1 0% Maintained
916
ZB
Zions Bancorporation
Utah
$14K $0 2 0% Maintained
917
LWA
Lenox Wealth Advisors
New York
$13K +$14.4K 1 0% New
918
TD Private Client Wealth
TD Private Client Wealth
New York
$12.1K +$8.37K 1 0% Increased
919
BWM
Baystate Wealth Management
Massachusetts
$12K +$42 1 0% Increased
920
FMP
Financial Management Professionals
Texas
$12K -$106K 1 0% Reduced
921
MCM
MV Capital Management
Maryland
$12K $0 1 0% Maintained
922
NSIM
North Star Investment Management
Illinois
$12K -$1.78K 2 0% Reduced
923
IRC
Investors Research Corp
Georgia
$11K +$7.57K 2 0% Increased
924
Sageworth Trust
Sageworth Trust
Pennsylvania
$11K +$12K 1 0% New
925
CIA
Cascade Investment Advisors
Oregon
$10.6K $0 1 0.01% Maintained