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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
MAWCM
Mine & Arao Wealth Creation & Management
California
$18K +$133 1 0.01% Increased
1102
TFP
Tilia Fiduciary Partners
North Carolina
$18K $0 1 0.02% Maintained
1103
LCS
Levin Capital Strategies
New York
$17K $0 1 0% Maintained
1104
NMG
New Millennium Group
Utah
$17K +$817 1 0.02% Increased
1105
TFGT
TS Financial Group (TSFG)
Illinois
$17K +$10K 2 0.01% Increased
1106
OIA
Optimum Investment Advisors
Illinois
$15K $0 2 0.01% Maintained
1107
IIA
IPG Investment Advisors
California
$14.3K -$9.17K 1 0% Reduced
1108
AF
Advisornet Financial
Minnesota
$14K -$6.66K 2 0% Reduced
1109
CL
COWA LLC
Oklahoma
$14K +$16.6K 1 0.01% New
1110
ICM
Ionic Capital Management
New York
$14K +$23.2K 1 0% New
1111
PP
PrairieView Partners
Minnesota
$14K $0 1 0% Maintained
1112
SWA
SOA Wealth Advisors
New York
$14K +$2.59K 1 0% Increased
1113
BWP
Baldwin Wealth Partners
Massachusetts
$13K $0 1 0% Maintained
1114
Geneos Wealth Management
Geneos Wealth Management
Colorado
$13K -$39.8K 2 0% Reduced
1115
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$13K +$17.9K 2 0.01% New
1116
RA
Rise Advisors
New York
$13K +$66 2 0.01% Increased
1117
Washington Trust
Washington Trust
Rhode Island
$13K $0 1 0% Maintained
1118
RTC
Riverview Trust Company
Washington
$12K +$2.94K 1 0.01% Increased
1119
CHC
City Holding Co
West Virginia
$11K $0 1 0% Maintained
1120
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$11K $0 1 0% Maintained
1121
MCM
Manchester Capital Management
Vermont
$11K $0 1 0% Maintained
1122
MTIM
Marathon Trading Investment Management
Pennsylvania
$11K -$78.6K 1 0% Reduced
1123
SWM
Selective Wealth Management
Virginia
$11K $0 1 0% Maintained
1124
WIM
Westside Investment Management
California
$10.7K $0 2 0.03% Maintained
1125
HWMA
Heritage Wealth Management (Arizona)
Arizona
$10K +$3.52K 1 0% Increased