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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
RCA
Ranch Capital Advisors
Florida
$10K -$35.5K 1 0.01% Reduced
1077
SFP
Sterling Financial Planning
New Jersey
$10K +$9.4K 1 0.01% New
1078
TFO
Tarbox Family Office
California
$10K $0 3 0% Maintained
1079
TFS
TrustCore Financial Services
Tennessee
$10K $0 2 0% Maintained
1080
CP
Corbenic Partners
Pennsylvania
$9K +$7.84K 1 0% Increased
1081
KIG
Kessler Investment Group
Indiana
$9K +$10.3K 1 0.01% New
1082
BWA
BDO Wealth Advisors
Florida
$8K $0 1 0% Maintained
1083
CA
Crewe Advisors
Utah
$8K $0 1 0% Maintained
1084
EWA
Evolution Wealth Advisors
Florida
$8K $0 1 0% Maintained
1085
GAM
Gemmer Asset Management
California
$8K -$201 2 0% Reduced
1086
LF
Lee Financial
Texas
$8K $0 1 0% Maintained
1087
POIA
Pin Oak Investment Advisors
Texas
$8K +$7.84K 1 0.01% New
1088
TIM
Tortoise Investment Management
New York
$8K +$7.84K 1 0% New
1089
IAS
IMA Advisory Services
Colorado
$7K $0 1 0% Maintained
1090
Larson Financial Group
Larson Financial Group
Missouri
$7K $0 1 0% Maintained
1091
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7K -$1K 1 0% Reduced
1092
RTL
Red Tortoise LLC
Georgia
$7K +$13.2K 1 0.01% New
1093
SFM
Systematic Financial Management
New Jersey
$7K +$6.98K 1 0% New
1094
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$7K +$8.27K 1 0% New
1095
VCM
Versant Capital Management
Arizona
$7K -$474 5 0% Reduced
1096
Koshinski Asset Management
Koshinski Asset Management
Illinois
$6.47K +$5.89K 2 0% New
1097
AA
AlphaMark Advisors
Kentucky
$6K $0 1 0% Maintained
1098
GWS
Glassman Wealth Services
Virginia
$6K +$3K 4 0% Increased
1099
JCM
Jacobi Capital Management
Pennsylvania
$6K $0 1 0% Maintained
1100
KIG
Kowal Investment Group
Wisconsin
$6K +$6.47K 3 0% New