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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
926
AF
Advisornet Financial
Minnesota
$10K +$5.13K 2 0% Increased
927
FPS
Fieldpoint Private Securities
Connecticut
$10K -$869 4 0% Reduced
928
TCM
Taal Capital Management
Massachusetts
$10K +$11K 1 0.01% New
929
TFO
Tarbox Family Office
California
$10K $0 3 0% Maintained
930
Bartlett & Co
Bartlett & Co
Ohio
$9K -$1K 1 0% Reduced
931
CFN
Cordasco Financial Network
Florida
$9K $0 1 0.01% Maintained
932
CA
Crewe Advisors
Utah
$9K +$9.87K 1 0% New
933
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$9K -$5.53K 1 0% Reduced
934
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$879 1 0% Reduced
935
HIM
HGC Investment Management
Ontario, Canada
$9K -$1.53M 1 0% Reduced
936
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$8.82K -$1.09K 1 0% Reduced
937
CHA
Carmichael Hill & Associates
Maryland
$8K $0 1 0% Maintained
938
HWMA
Heritage Wealth Management (Arizona)
Arizona
$8K +$6.58K 1 0% New
939
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$8K +$4.26K 1 0% Increased
940
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$8K +$9.28K 1 0.01% New
941
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$8K $0 1 0% Maintained
942
RWM
RBA Wealth Management
California
$7.71K +$7.39K 1 0.01% New
943
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$7K +$777 2 0% Increased
944
BWA
BDO Wealth Advisors
Florida
$7K +$6.28K 1 0% New
945
KTC
Kistler-Tiffany Companies
Pennsylvania
$7K $0 2 0% Maintained
946
PFSC
Peoples Financial Services Corp
Pennsylvania
$7K +$7.9K 1 0% New
947
GAM
Gemmer Asset Management
California
$6K $0 2 0% Maintained
948
MF
Manchester Financial
California
$6K +$5.08K 2 0% New
949
AA
AlphaMark Advisors
Kentucky
$5K +$4.57K 1 0% New
950
IAS
IMA Advisory Services
Colorado
$5K $0 1 0% Maintained