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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
976
EWM
Edge Wealth Management
New York
$106K $0 1 0.02% Maintained
977
LS
Leelyn Smith
Illinois
$106K $0 1 0.03% Maintained
978
BMCM
Black Maple Capital Management
Wisconsin
$100K $0 1 0.05% Maintained
979
TCWA
Ten Capital Wealth Advisors
Washington
$100K $0 1 0.02% Maintained
980
NFG
Next Financial Group
Texas
$97K +$28.5K 3 0.01% Increased
981
FFC
First Financial Corp
Indiana
$93K $0 1 0.06% Maintained
982
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$89K $0 1 0.06% Maintained
983
AWM
AllSquare Wealth Management
New York
$87K +$71.8K 1 0.05% Increased
984
PGWM
Parisi Gray Wealth Management
New Jersey
$82K +$79.8K 2 0.03% New
985
BCA
Berman Capital Advisors
Georgia
$79K +$4.31K 3 0.01% Increased
986
IFAM
Institutional & Family Asset Management
Colorado
$73K $0 1 0.01% Maintained
987
HMS
Hanseatic Management Services
New Mexico
$67K $0 1 0.13% Maintained
988
Global Retirement Partners
Global Retirement Partners
California
$66K -$16.3K 2 0.01% Reduced
989
BU
BBVA USA
Alabama
$63K +$62.5K 3 0% New
990
T
TOBAM
France
$63K $0 1 0% Maintained
991
OC
Oakworth Capital
Alabama
$61K -$65.4K 1 0.01% Reduced
992
MSFP
Mark Sheptoff Financial Planning
Connecticut
$59K +$2.78K 2 0.03% Increased
993
RCA
Ranch Capital Advisors
Florida
$54K -$10K 1 0.03% Reduced
994
TC
Truvestments Capital
Florida
$54K -$2.83K 2 0.03% Reduced
995
RE
RBC Europe
United Kingdom
$53.7K +$19.4K 3 0% Increased
996
PFBT
Parkside Financial Bank & Trust
Missouri
$53K -$20.6K 5 0.02% Reduced
997
MAWCM
Mine & Arao Wealth Creation & Management
California
$52K +$26K 2 0.03% Increased
998
FGAM
Financial Gravity Asset Management
Texas
$50K +$359 1 0.02% New
999
LA
LexAurum Advisors
Kansas
$48K $0 1 0.01% Maintained
1000
Arax Advisory Partners
Arax Advisory Partners
Colorado
$47K +$45K 2 0.01% New