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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
Avior Wealth Management
Avior Wealth Management
Nebraska
$41K +$4.81K 2 0% Increased
1027
Sageworth Trust
Sageworth Trust
Pennsylvania
$38K +$9.07K 3 0% Increased
1028
HIA
Harbor Investment Advisory
Maryland
$34K $0 1 0% Maintained
1029
RE
RBC Europe
United Kingdom
$33K -$19.9K 2 0% Reduced
1030
AF
Advisornet Financial
Minnesota
$33K +$20K 2 0% Increased
1031
CFA
Cahill Financial Advisors
Minnesota
$33K +$29.9K 2 0.01% New
1032
OIA
Optimum Investment Advisors
Illinois
$32K +$10.1K 2 0.01% Increased
1033
HA
Herold Advisors
New York
$31K +$31.3K 1 0.01% New
1034
SWA
SOA Wealth Advisors
New York
$30K -$784 1 0.01% Reduced
1035
SIM
Sonora Investment Management
Arizona
$29K $0 1 0% Maintained
1036
DOA
D'Orazio & Associates
Virginia
$28K -$4.71K 1 0.01% Reduced
1037
SAI
Systematic Alpha Investments
New Jersey
$28K $0 1 0% Maintained
1038
WC
Winmill & Co
New Hampshire
$27K -$10 1 0.01% Reduced
1039
CFN
Cordasco Financial Network
Florida
$26K +$7.89K 2 0.02% Increased
1040
DFCM
Dark Forest Capital Management
Puerto Rico
$26K -$241K 1 0.01% Reduced
1041
Twin Tree Management
Twin Tree Management
Texas
$25K +$25.2K 1 0% New
1042
BWP
Baldwin Wealth Partners
Massachusetts
$24K $0 1 0% Maintained
1043
HR
Howe & Rusling
New York
$24K +$7.55K 3 0% Increased
1044
PMFA
Plante Moran Financial Advisors
Michigan
$24K $0 1 0.01% Maintained
1045
KTC
Kistler-Tiffany Companies
Pennsylvania
$23K +$15.7K 2 0.01% Increased
1046
FCB
First Command Bank
Texas
$22K $0 1 0% Maintained
1047
FCFS
First Command Financial Services
Texas
$22K $0 1 0% Maintained
1048
MUFG Americas
MUFG Americas
New York
$22K $0 1 0% Maintained
1049
MHR
Matthew Hamilton Rosenberg
$21K +$21.2K 1 0.01% New
1050
NC
NewSquare Capital
Pennsylvania
$21K -$3K 1 0% Reduced