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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
LCM
Landscape Capital Management
New Jersey
$27.7K -$547K 1 0% Reduced
1102
SIS
Sound Income Strategies
Florida
$27.2K -$879 2 0% Reduced
1103
RFG
RFP Financial Group
Georgia
$26.8K $0 2 0.01% Maintained
1104
RBC
Romano Brothers & Co
Illinois
$26K $0 1 0% Maintained
1105
Gradient Investments
Gradient Investments
Minnesota
$25.8K +$22.5K 3 0% Increased
1106
EWP
Elevation Wealth Partners
California
$24K $0 1 0.02% Maintained
1107
WIM
Westside Investment Management
California
$23.1K $0 2 0.01% Maintained
1108
TC
Truvestments Capital
Florida
$23K +$23.9K 2 0.01% Increased
1109
RWM
Raffa Wealth Management
District of Columbia
$22.9K $0 1 0.01% Maintained
1110
GJIA
Glass Jacobson Investment Advisors
Maryland
$22.9K +$1.5K 2 0.01% Increased
1111
SWA
SOA Wealth Advisors
New York
$22.5K -$703 1 0.01% Reduced
1112
RCM
Raleigh Capital Management
North Carolina
$21.9K +$22.6K 1 0.01% New
1113
PTC
Private Trust Company
Ohio
$21.9K $0 2 0% Maintained
1114
AF
Advisornet Financial
Minnesota
$21.8K -$2.1K 2 0% Reduced
1115
AWM
Atticus Wealth Management
Florida
$21.8K $0 1 0.01% Maintained
1116
BWP
Baldwin Wealth Partners
Massachusetts
$21.6K $0 1 0% Maintained
1117
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$3.02K 6 0% Increased
1118
Hantz Financial Services
Hantz Financial Services
Michigan
$21K $0 1 0% Maintained
1119
IFAM
Institutional & Family Asset Management
Colorado
$20.7K $0 1 0% Maintained
1120
DGAM
Desjardins Global Asset Management
Quebec, Canada
$20K +$20.9K 1 0% New
1121
PIM
Platinum Investment Management
Australia
$19.2K -$17.4M 1 0% Reduced
1122
BIA
Bell Investment Advisors
California
$19.1K -$1.74K 6 0% Reduced
1123
PSB
Piscataqua Savings Bank
New Hampshire
$18.1K $0 1 0.02% Maintained
1124
PP
PrairieView Partners
Minnesota
$18K +$3.33K 2 0% Increased
1125
OIA
Optimum Investment Advisors
Illinois
$17.6K +$879 2 0.01% Increased