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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
MPCG
Matrix Private Capital Group
New York
$26.3K $0 1 0.02% Maintained
1102
CI
Cigna Investments
Connecticut
$26K $0 1 0.01% Maintained
1103
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$26K +$11.6K 2 0.01% Increased
1104
MSFP
Mark Sheptoff Financial Planning
Connecticut
$25.6K -$15.1K 3 0.01% Reduced
1105
AP
Advisors Preferred
Maryland
$25.3K +$25.4K 1 0.01% New
1106
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$25.2K +$5.31K 5 0% Increased
1107
IGWM
ICA Group Wealth Management
Colorado
$24.9K +$3.42K 3 0.01% Increased
1108
MFT
Moisand Fitzgerald Tamayo
Florida
$24.6K +$28.7K 1 0.01% New
1109
SIS
Sound Income Strategies
Florida
$23.2K +$15.6K 4 0% Increased
1110
MHR
Matthew Hamilton Rosenberg
$23.1K $0 1 0.01% Maintained
1111
RWM
Raffa Wealth Management
District of Columbia
$21.9K $0 1 0.01% Maintained
1112
Geneos Wealth Management
Geneos Wealth Management
Colorado
$21.6K +$4.46K 3 0% Increased
1113
AWM
Atticus Wealth Management
Florida
$20.8K -$9.57K 1 0.01% Reduced
1114
RFG
RFP Financial Group
Georgia
$20.7K $0 2 0.02% Maintained
1115
PTC
Private Trust Company
Ohio
$20.2K -$242K 3 0% Reduced
1116
WIM
Westside Investment Management
California
$20.2K -$2.73K 2 0.01% Reduced
1117
TAM
Tucker Asset Management
Colorado
$19.8K +$22.1K 1 0.01% Increased
1118
CBA
Coastal Bridge Advisors
Connecticut
$18.2K +$18.2K 1 0% New
1119
EWP
Elevation Wealth Partners
California
$18.2K +$18.2K 1 0.02% New
1120
CHC
City Holding Co
West Virginia
$18.2K +$11.6K 1 0% Increased
1121
BWM
Baystate Wealth Management
Massachusetts
$18.1K +$12.6K 3 0% Increased
1122
AF
Advisornet Financial
Minnesota
$18.1K +$1.54K 2 0% Increased
1123
EWM
Endowment Wealth Management
Wisconsin
$18K $0 1 0.02% Maintained
1124
SWA
SOA Wealth Advisors
New York
$17.2K -$1.09K 1 0% Reduced
1125
LOIM
Liberty One Investment Management
Illinois
$16.7K +$7.24K 2 0% Increased