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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
PP
PrairieView Partners
Minnesota
$21K $0 1 0% Maintained
1052
WIM
Westside Investment Management
California
$20K $0 2 0.05% Maintained
1053
TF
TimeScale Financial
Massachusetts
$20K +$20K 1 0% New
1054
1832 Asset Management
1832 Asset Management
Ontario, Canada
$19K +$17.3K 1 0% New
1055
IRC
Investors Research Corp
Georgia
$19K +$1.41K 3 0.01% Increased
1056
CWP
Concord Wealth Partners
Virginia
$17K -$21.4K 2 0.01% Reduced
1057
Credit Agricole
Credit Agricole
France
$17K -$5.41M 1 0% Reduced
1058
EWM
Endurance Wealth Management
Rhode Island
$16K $0 1 0% Maintained
1059
FCA
FinTrust Capital Advisors
South Carolina
$16K -$139K 1 0% Reduced
1060
Hantz Financial Services
Hantz Financial Services
Michigan
$16K +$15.7K 1 0% New
1061
SNT
Security National Trust
West Virginia
$16K $0 1 0% Maintained
1062
ZB
Zions Bancorporation
Utah
$16K $0 2 0% Maintained
1063
MCM
MV Capital Management
Maryland
$14K $0 1 0% Maintained
1064
NSIM
North Star Investment Management
Illinois
$14K $0 2 0% Maintained
1065
BWM
Baystate Wealth Management
Massachusetts
$13K +$52 1 0% Increased
1066
BIA
Bell Investment Advisors
California
$13K +$12.4K 5 0% New
1067
HWMA
Heritage Wealth Management (Arizona)
Arizona
$13K -$5.94K 2 0% Reduced
1068
FPS
Fieldpoint Private Securities
Connecticut
$12K $0 4 0% Maintained
1069
RFA
Reilly Financial Advisors
California
$12K +$8.31K 1 0% Increased
1070
SC
Solstein Capital
California
$11K $0 1 0.01% Maintained
1071
WQ
Wealth Quarterback
New Jersey
$11K +$103 1 0.01% Increased
1072
ADL
Asset Dedication LLC
California
$10K +$9.87K 1 0% New
1073
CHA
Carmichael Hill & Associates
Maryland
$10K -$6K 1 0.01% Reduced
1074
HI
Hoey Investments
Pennsylvania
$10K +$9.4K 1 0% New
1075
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K -$3.13K 2 0% Reduced