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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
AIP
Ahrens Investment Partners
Louisiana
$22K $0 3 0.01% Maintained
1102
Credit Agricole
Credit Agricole
France
$22K -$7.93K 2 0% Reduced
1103
EW
Evoke Wealth
California
$22K +$433 3 0% Increased
1104
MAWCM
Mine & Arao Wealth Creation & Management
California
$22K $0 1 0.02% Maintained
1105
TFP
Tilia Fiduciary Partners
North Carolina
$21K $0 1 0.02% Maintained
1106
Chilton Capital Management
Chilton Capital Management
Texas
$19K +$20.2K 2 0% New
1107
NMG
New Millennium Group
Utah
$19K +$23.8K 1 0.02% New
1108
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$17K -$8.42K 4 0% Reduced
1109
OIA
Optimum Investment Advisors
Illinois
$17K $0 2 0.01% Maintained
1110
WIM
Westside Investment Management
California
$17K +$6.42K 2 0.04% Increased
1111
Covington Capital Management
Covington Capital Management
California
$16K +$10.6K 2 0% Increased
1112
Hantz Financial Services
Hantz Financial Services
Michigan
$15K -$3.35K 1 0% Reduced
1113
FP
Financial Perspectives
Minnesota
$14.9K +$8.88K 1 0.01% Increased
1114
BWP
Baldwin Wealth Partners
Massachusetts
$14K +$18.3K 1 0% New
1115
FCB
First Command Bank
Texas
$14K $0 1 0% Maintained
1116
FCFS
First Command Financial Services
Texas
$14K $0 1 0% Maintained
1117
PP
PrairieView Partners
Minnesota
$14K $0 1 0% Maintained
1118
UWM
Urban Wealth Management
California
$14K +$18.9K 1 0.05% New
1119
Washington Trust
Washington Trust
Rhode Island
$14K $0 1 0% Maintained
1120
HWA
HHM Wealth Advisors
Tennessee
$13K +$16K 1 0% New
1121
NSIM
North Star Investment Management
Illinois
$13K +$799 3 0% Increased
1122
RA
Rise Advisors
New York
$13K +$9.55K 2 0.01% Increased
1123
SWA
SOA Wealth Advisors
New York
$13K -$4.59K 1 0% Reduced
1124
YCM
Yakira Capital Management
Connecticut
$13K $0 1 0% Maintained
1125
CHC
City Holding Co
West Virginia
$12K $0 1 0% Maintained