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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
PSB
Piscataqua Savings Bank
New Hampshire
$19.7K $0 1 0.02% Maintained
1102
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$18.7K +$9.95K 5 0% Increased
1103
MPCG
Matrix Private Capital Group
New York
$18.5K $0 1 0.01% Maintained
1104
CHC
City Holding Co
West Virginia
$18.5K $0 1 0% Maintained
1105
SIS
Strategic Investment Solutions
Illinois
$18.1K +$2.21K 2 0% Increased
1106
CAL
Capital Advisors Ltd
Ohio
$18K +$11.1K 3 0% Increased
1107
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$18K $0 1 0.01% Maintained
1108
MAWCM
Mine & Arao Wealth Creation & Management
California
$17.6K -$106 1 0.01% Reduced
1109
OIA
Optimum Investment Advisors
Illinois
$17.2K $0 2 0.01% Maintained
1110
TAM
Tucker Asset Management
Colorado
$17.2K -$5.81K 2 0% Reduced
1111
Central Trust Company
Central Trust Company
Missouri
$17.2K -$702 1 0% Reduced
1112
PVH
Psagot Value Holdings
Israel
$17K +$14.2K 2 0.01% New
1113
PP
PFS Partners
New Jersey
$16K $0 2 0.01% Maintained
1114
EL
EMFO LLC
Florida
$15.3K $0 1 0.01% Maintained
1115
BWM
Baystate Wealth Management
Massachusetts
$15.1K -$3.74K 2 0% Reduced
1116
PP
PrairieView Partners
Minnesota
$15K $0 1 0% Maintained
1117
TFGT
TS Financial Group (TSFG)
Illinois
$15K -$1.6K 2 0.01% Reduced
1118
MSFP
Mark Sheptoff Financial Planning
Connecticut
$13.8K -$12.9K 2 0.01% Reduced
1119
LF
Lee Financial
Texas
$13.6K $0 1 0% Maintained
1120
WP
WealthPLAN Partners
Nebraska
$13K -$22.2K 1 0% Reduced
1121
CWP
Concord Wealth Partners
Virginia
$12.4K +$12.2K 1 0% New
1122
LOIM
Liberty One Investment Management
Illinois
$12.3K -$7.61K 2 0% Reduced
1123
SAI
Systematic Alpha Investments
New Jersey
$12.2K $0 1 0% Maintained
1124
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$12K +$3.26K 2 0% Increased
1125
RTL
Red Tortoise LLC
Georgia
$11.6K +$1.94K 2 0.01% Increased