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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
ME
McIlrath & Eck
Washington
$6K $0 1 0% Maintained
1102
PFSC
Peoples Financial Services Corp
Pennsylvania
$6K $0 1 0% Maintained
1103
PWMG
Prestige Wealth Management Group
New Jersey
$6K $0 1 0% Maintained
1104
TFGT
TS Financial Group (TSFG)
Illinois
$6K $0 1 0% Maintained
1105
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$5.36K -$4.66K 1 0% Reduced
1106
Bartlett & Co
Bartlett & Co
Ohio
$5K -$4.66K 1 0% Reduced
1107
DAM
Delta Asset Management
Tennessee
$5K +$4.94K 2 0% New
1108
IHWM
Iron Horse Wealth Management
Iowa
$5K +$63 2 0% Increased
1109
CFD
Creative Financial Designs
Indiana
$4K +$1.4K 1 0% Increased
1110
CX Institutional
CX Institutional
Indiana
$4K $0 1 0% Maintained
1111
TD Private Client Wealth
TD Private Client Wealth
New York
$3.42K $0 1 0% Maintained
1112
RWM
Raffa Wealth Management
District of Columbia
$3.06K $0 1 0% Maintained
1113
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$3K +$2.52K 1 0% New
1114
FF
FourThought Financial
Florida
$3K +$4.21K 2 0% New
1115
RIM
Rockbridge Investment Management
New York
$3K -$13.1K 1 0% Reduced
1116
SCA
Stonebridge Capital Advisors
Minnesota
$3K $0 2 0% Maintained
1117
SSC
Syverson Strege & Co
Iowa
$3K +$3.52K 1 0% New
1118
Whittier Trust
Whittier Trust
California
$3K +$3.31K 2 0% Increased
1119
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K $0 1 0% Maintained
1120
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.86K 1 0% New
1121
HM Payson & Co
HM Payson & Co
Maine
$2K -$1K 1 0% Reduced
1122
JWM
Janiczek Wealth Management
Colorado
$2K -$362 2 0% Reduced
1123
Montag & Associates
Montag & Associates
Georgia
$2K $0 1 0% Maintained
1124
SC
Sierra Capital
Florida
$2K +$1.72K 1 0% New
1125
GFPC
Global Financial Private Client
Florida
$1.19K $0 1 0% Maintained