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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
PA
PSI Advisors
Florida
$187K +$54.9K 3 0.08% Increased
1052
PWPS
Pinnacle Wealth Planning Services
Ohio
$182K +$211K 1 0.04% New
1053
VWA
Visionary Wealth Advisors
Illinois
$180K +$208K 1 0.01% New
1054
WTA
Washington Trust Advisors
Massachusetts
$180K +$187K 1 0.01% New
1055
FBC
Fairfield, Bush & Co
Connecticut
$179K +$207K 1 0.09% New
1056
GWMIA
Global Wealth Management Investment Advisory
Florida
$179K +$67.9K 1 0.05% Increased
1057
Gradient Investments
Gradient Investments
Minnesota
$177K +$152K 2 0% Increased
1058
KFP
KMG Fiduciary Partners
Ohio
$175K -$23.7K 1 0.03% Reduced
1059
ACS
Archford Capital Strategies
Illinois
$174K $0 1 0.04% Maintained
1060
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$174K +$202K 1 0% New
1061
Maverick Capital
Maverick Capital
Texas
$174K -$1.13M 2 0% Reduced
1062
BFC
Bedel Financial Consulting
Indiana
$173K +$4.09K 3 0.05% Increased
1063
Evercore Wealth Management
Evercore Wealth Management
New York
$172K +$199K 1 0% New
1064
JWCA
J.W. Cole Advisors
Florida
$172K -$96.9K 1 0.01% Reduced
1065
MIC
Means Investment Company
Maine
$169K +$196K 1 0.03% New
1066
FA
Fortis Advisors
Pennsylvania
$168K +$195K 1 0.1% New
1067
CHA
Cooper/Haims Advisors
New York
$166K +$9.18K 1 0.1% Increased
1068
IA
Inspire Advisors
Idaho
$166K +$193K 1 0.05% New
1069
DMBA
Deseret Mutual Benefit Administrators
Utah
$165K -$13.6K 1 0.03% Reduced
1070
FCM
Firsthand Capital Management
California
$160K $0 1 0.06% Maintained
1071
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$160K +$186K 1 0.05% New
1072
SIA
SkyView Investment Advisors
New Jersey
$158K +$184K 1 0.04% New
1073
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$157K +$164K 3 0.05% New
1074
HCP
Hexagon Capital Partners
Arkansas
$157K +$95.8K 1 0.04% Increased
1075
Quadrant Capital Group
Quadrant Capital Group
Ohio
$152K -$19.2K 5 0.02% Reduced