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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
1051
NSIM
North Star Investment Management
Illinois
$13K $0 2 0% Maintained
1052
ACA
Arena Capital Advisors
California
$12K +$11.9K 1 0% New
1053
IRC
Investors Research Corp
Georgia
$12K $0 2 0% Maintained
1054
TFS
TrustCore Financial Services
Tennessee
$12K +$11.2K 2 0% Increased
1055
SC
Solstein Capital
California
$11K +$11.3K 1 0.01% New
1056
WQ
Wealth Quarterback
New Jersey
$11K +$10.6K 1 0.01% New
1057
Bartlett & Co
Bartlett & Co
Ohio
$10K $0 1 0% Maintained
1058
CA
Crewe Advisors
Utah
$10K $0 1 0% Maintained
1059
EWA
Evolution Wealth Advisors
Florida
$10K -$21K 1 0% Reduced
1060
FPS
Fieldpoint Private Securities
Connecticut
$10K $0 4 0% Maintained
1061
HCP
Hexagon Capital Partners
Arkansas
$10K -$27.8K 1 0% Reduced
1062
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$10K +$1.45K 2 0% Increased
1063
TFO
Tarbox Family Office
California
$10K -$1.25K 3 0% Reduced
1064
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$10K -$1.08K 1 0% Reduced
1065
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$9.72K $0 1 0% Maintained
1066
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$9K $0 1 0% Maintained
1067
GAM
Gemmer Asset Management
California
$9K +$2.78K 3 0% Increased
1068
HIM
HGC Investment Management
Ontario, Canada
$9K $0 1 0% Maintained
1069
Larson Financial Group
Larson Financial Group
Missouri
$9K +$8.62K 1 0% New
1070
KTC
Kistler-Tiffany Companies
Pennsylvania
$8K +$222 2 0% Increased
1071
LF
Lee Financial
Texas
$8K +$7.75K 1 0% New
1072
PFSC
Peoples Financial Services Corp
Pennsylvania
$8K $0 1 0% Maintained
1073
VCM
Versant Capital Management
Arizona
$8K -$51.5K 4 0% Reduced
1074
AA
AlphaMark Advisors
Kentucky
$7K $0 1 0% Maintained
1075
BWA
BDO Wealth Advisors
Florida
$7K $0 1 0% Maintained