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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
1101
BFA
Brendel Financial Advisors
New Hampshire
$2K +$1.51K 1 0% New
1102
GWS
Glassman Wealth Services
Virginia
$2K $0 2 0% Maintained
1103
HFA
Hoover Financial Advisors
Pennsylvania
$2K +$2.75K 2 0% New
1104
HI
Hudock Inc
Pennsylvania
$2K +$1.85K 1 0% Increased
1105
Montag & Associates
Montag & Associates
Georgia
$2K -$200K 1 0% Reduced
1106
SFO
Standard Family Office
South Dakota
$2K $0 1 0% Maintained
1107
GFPC
Global Financial Private Client
Florida
$1.16K $0 1 0% Maintained
1108
BC
Burleson & Co
California
$1K $0 1 0% Maintained
1109
CP
Corbenic Partners
Pennsylvania
$1K $0 1 0% Maintained
1110
FPB
First PREMIER Bank
South Dakota
$1K $0 1 0% Maintained
1111
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
1112
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1.39K 1 0% New
1113
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$575 +$556 1 0% New
1114
AWC
Abundance Wealth Counselors
Pennsylvania
$0 -$1K 0 – Closed
1115
AIA Group
AIA Group
Hong Kong
$0 -$782K 0 – Closed
1116
ADIM
Alpha DNA Investment Management
Maryland
$0 -$1K 0 – Closed
1117
APP
Alpha Paradigm Partners
Illinois
$0 -$2.36M 0 – Closed
1118
AGM
Alpine Global Management
New York
$0 -$980K 0 – Closed
1119
APC
Alta Park Capital
California
$0 -$12.4M 0 – Closed
1120
AIC
Ameritas Investment Company
Nebraska
$0 -$1.03M 0 – Closed
1121
ARTA
A.R.T. Advisors
New York
$0 -$283K 0 – Closed
1122
AP
Atlas Principals
North Carolina
$0 -$578K 0 – Closed
1123
Azora Capital LP
Azora Capital LP
Florida
$0 -$4.27M 0 – Closed
1124
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$0 -$1.25M 0 – Closed
1125
BDS
Banco de Sabadell
Florida
$0 -$6.17M 0 – Closed