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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
TRIA
Trail Ridge Investment Advisors
Colorado
$576K -$31.1K 1 0.28% Reduced
1102
MIM
Moseley Investment Management
Florida
$573K -$303 1 0.2% Reduced
1103
ACS
Archford Capital Strategies
Illinois
$571K -$31.6K 1 0.07% Reduced
1104
FA
Fortis Advisors
Pennsylvania
$570K $0 1 0.37% Maintained
1105
Equitable Holdings
Equitable Holdings
New York
$566K -$98K 1 0% Reduced
1106
HB Wealth Management
HB Wealth Management
Georgia
$565K -$37K 2 0% Reduced
1107
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$559K -$26.6K 3 0.02% Reduced
1108
SW
SkyOak Wealth
Michigan
$559K +$221K 2 0.11% Increased
1109
KPF
K2 Principal Fund
Ontario, Canada
$555K +$73.2K 1 0.08% Increased
1110
MFA
Mayflower Financial Advisors
Massachusetts
$554K +$40.9K 1 0.08% Increased
1111
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$552K -$33.8K 2 0.02% Reduced
1112
MCM
Massar Capital Management
Connecticut
$549K $0 1 0.41% Maintained
1113
I
InceptionR
California
$546K +$494K 3 0.13% New
1114
OA
Oak Associates
Ohio
$543K +$483K 1 0.04% New
1115
PWS
Precision Wealth Strategies
Missouri
$543K -$272K 1 0.18% Reduced
1116
RIS
Richmond Investment Services
Wisconsin
$539K +$316K 1 0.11% New
1117
RIA
RPG Investment Advisory
California
$536K +$388K 1 0.07% New
1118
CI
CacheTech Inc
Utah
$536K +$190K 2 0.1% Increased
1119
Harvest Fund Management
Harvest Fund Management
China
$534K +$158K 3 0.03% Increased
1120
NWM
Northwest Wealth Management
Iowa
$529K +$4.95K 2 0.1% Increased
1121
TWPM
Total Wealth Planning & Management
Florida
$529K +$60.3K 1 0.43% Increased
1122
AWS
Arkfeld Wealth Strategies
Nebraska
$529K -$74.7K 1 0.21% Reduced
1123
FP
Financial Perspectives
Minnesota
$529K +$63.6K 2 0.16% Increased
1124
Evergreen Capital Management
Evergreen Capital Management
Washington
$529K +$201K 2 0.02% Increased
1125
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$526K $0 1 0.02% Maintained