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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
1026
OIA
Optimum Investment Advisors
Illinois
$24K +$8.34K 2 0.01% Increased
1027
PMFA
Plante Moran Financial Advisors
Michigan
$24K -$21.6K 1 0.01% Reduced
1028
SB
Strategic Blueprint
Georgia
$24K +$24K 2 0% New
1029
HIA
Harbor Investment Advisory
Maryland
$22K -$4.66K 1 0% Reduced
1030
FCB
First Command Bank
Texas
$21K $0 1 0% Maintained
1031
FCFS
First Command Financial Services
Texas
$21K $0 1 0% Maintained
1032
MUFG Americas
MUFG Americas
New York
$21K +$22.1K 1 0% New
1033
CFN
Cordasco Financial Network
Florida
$20K +$9.32K 2 0.01% Increased
1034
WIM
Westside Investment Management
California
$19.2K $0 2 0.04% Maintained
1035
PP
PrairieView Partners
Minnesota
$19K $0 1 0% Maintained
1036
RIM
Rockbridge Investment Management
New York
$19K +$314 1 0% Increased
1037
SC
Shay Capital
New York
$19K -$1.29M 1 0% Reduced
1038
HWMA
Heritage Wealth Management (Arizona)
Arizona
$18K +$9.05K 2 0.01% Increased
1039
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$16K $0 2 0% Maintained
1040
SNT
Security National Trust
West Virginia
$16K $0 1 0% Maintained
1041
AF
Advisornet Financial
Minnesota
$15K +$2.6K 2 0% Increased
1042
CHA
Carmichael Hill & Associates
Maryland
$15K +$5.56K 2 0.01% Increased
1043
EWM
Endurance Wealth Management
Rhode Island
$15K $0 1 0% Maintained
1044
HR
Howe & Rusling
New York
$15K $0 1 0% Maintained
1045
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K $0 2 0% Maintained
1046
ZB
Zions Bancorporation
Utah
$15K $0 2 0% Maintained
1047
BWM
Baystate Wealth Management
Massachusetts
$13K +$51 1 0% Increased
1048
CMF
Counterpoint Mutual Funds
California
$13K +$13.5K 1 0.01% New
1049
LWA
Lenox Wealth Advisors
New York
$13K $0 1 0% Maintained
1050
MCM
MV Capital Management
Maryland
$13K $0 1 0% Maintained