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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
1076
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$7K $0 1 0% Maintained
1077
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$7K +$7.44K 1 0% New
1078
FFG
Ford Financial Group
California
$6K +$6.47K 1 0% New
1079
GA
GoalVest Advisory
New York
$6K +$6.52K 1 0% New
1080
IAS
IMA Advisory Services
Colorado
$6K $0 1 0% Maintained
1081
PWS
Paragon Wealth Strategies
Florida
$6K +$6.21K 1 0% New
1082
PWMG
Prestige Wealth Management Group
New Jersey
$6K $0 1 0% Maintained
1083
BA
Bellwether Advisors
Nebraska
$5K -$1.17M 1 0% Reduced
1084
Huntington National Bank
Huntington National Bank
Ohio
$5K +$1.09K 5 0% Increased
1085
IHWM
Iron Horse Wealth Management
Iowa
$5K $0 1 0% Maintained
1086
JCM
Jacobi Capital Management
Pennsylvania
$5K $0 1 0% Maintained
1087
ME
McIlrath & Eck
Washington
$5K +$4.9K 1 0% New
1088
MWA
Moser Wealth Advisors
Washington
$5K $0 1 0% Maintained
1089
TFGT
TS Financial Group (TSFG)
Illinois
$5K $0 1 0% Maintained
1090
CX Institutional
CX Institutional
Indiana
$4K $0 1 0% Maintained
1091
EWM
Evermay Wealth Management
Virginia
$4K +$3.85K 1 0% New
1092
RFA
Reilly Financial Advisors
California
$4K +$4.02K 1 0% New
1093
SCA
Stonebridge Capital Advisors
Minnesota
$4K $0 2 0% Maintained
1094
TD Private Client Wealth
TD Private Client Wealth
New York
$3.34K -$10.3K 1 0% Reduced
1095
AWM
Activest Wealth Management
Florida
$3K $0 1 0% Maintained
1096
CFD
Creative Financial Designs
Indiana
$3K $0 1 0% Maintained
1097
HM Payson & Co
HM Payson & Co
Maine
$3K +$1.02K 2 0% Increased
1098
JWM
Janiczek Wealth Management
Colorado
$3K +$2.62K 2 0% New
1099
RWM
Raffa Wealth Management
District of Columbia
$2.99K $0 1 0% Maintained
1100
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K -$786 1 0% Reduced