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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
951
IHWM
Iron Horse Wealth Management
Iowa
$5K $0 1 0% Maintained
952
JCM
Jacobi Capital Management
Pennsylvania
$5K $0 1 0% Maintained
953
MWA
Moser Wealth Advisors
Washington
$5K $0 1 0% Maintained
954
PWMG
Prestige Wealth Management Group
New Jersey
$5K $0 1 0% Maintained
955
TFGT
TS Financial Group (TSFG)
Illinois
$5K $0 1 0% Maintained
956
WCM
Wealthcare Capital Management
Virginia
$5K +$4.18K 1 0% New
957
AWM
Activest Wealth Management
Florida
$4K +$4.61K 1 0% New
958
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K -$97.6K 1 0% Reduced
959
CFD
Creative Financial Designs
Indiana
$3K +$42 1 0% Increased
960
CX Institutional
CX Institutional
Indiana
$3K +$1.38K 1 0% Increased
961
Huntington National Bank
Huntington National Bank
Ohio
$3K -$670 4 0% Reduced
962
SCA
Stonebridge Capital Advisors
Minnesota
$3K +$2.71K 2 0% New
963
RWM
Raffa Wealth Management
District of Columbia
$2.71K +$670 1 0% Increased
964
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$2K +$1.42K 1 0% New
965
Channing Capital Management
Channing Capital Management
Illinois
$2K +$2.6K 1 0% New
966
FRA
Front Row Advisors
California
$2K +$1.97K 1 0% New
967
GWS
Glassman Wealth Services
Virginia
$2K +$251 2 0% Increased
968
HM Payson & Co
HM Payson & Co
Maine
$2K +$1.97K 1 0% New
969
SFO
Standard Family Office
South Dakota
$2K +$1.63K 1 0% New
970
GFPC
Global Financial Private Client
Florida
$1.07K $0 1 0% Maintained
971
AWC
Abundance Wealth Counselors
Pennsylvania
$1K +$869 1 0% New
972
ADIM
Alpha DNA Investment Management
Maryland
$1K -$3.6K 1 0% Reduced
973
BC
Burleson & Co
California
$1K +$592 1 0% New
974
CP
Corbenic Partners
Pennsylvania
$1K +$987 1 0% New
975
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained