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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
1126
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$10K $0 1 0% Maintained
1127
IIA
IPG Investment Advisors
California
$9.92K $0 1 0% Maintained
1128
IAS
IMA Advisory Services
Colorado
$9.84K $0 1 0% Maintained
1129
GJIA
Glass Jacobson Investment Advisors
Maryland
$9.55K +$10.2K 2 0% New
1130
WIM
Westside Investment Management
California
$9.43K +$5.95K 2 0.02% Increased
1131
EE
EWG Elevate
California
$9.22K +$9.92K 1 0% New
1132
LOIM
Liberty One Investment Management
Illinois
$9.09K +$80 1 0% Increased
1133
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$8.53K +$9.81K 1 0% New
1134
CHC
City Holding Co
West Virginia
$8.37K $0 1 0% Maintained
1135
AWM
Accurate Wealth Management
Florida
$8.35K +$8.11K 2 0% New
1136
EWM
Endurance Wealth Management
Rhode Island
$8K -$133K 1 0% Reduced
1137
EL
EMFO LLC
Florida
$7.87K $0 1 0.01% Maintained
1138
RTL
Red Tortoise LLC
Georgia
$7.75K +$8.41K 2 0.01% New
1139
SIS
Sound Income Strategies
Florida
$7.31K +$6.81K 3 0% Increased
1140
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$7.26K +$7.84K 3 0% New
1141
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$7.01K -$16.4K 1 0% Reduced
1142
BWM
Baystate Wealth Management
Massachusetts
$7K +$80 1 0% Increased
1143
HT
Headlands Technologies
Illinois
$7K +$6.92K 2 0.01% New
1144
MTIM
Marathon Trading Investment Management
Pennsylvania
$6.82K -$1.38K 1 0% Reduced
1145
IRC
Investors Research Corp
Georgia
$6.72K $0 4 0% Maintained
1146
SL
Sentinus LLC
Illinois
$6.67K $0 1 0% Maintained
1147
KFI
Key Financial Inc
Pennsylvania
$6.31K $0 2 0% Maintained
1148
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$6.27K -$11.4K 2 0% Reduced
1149
YCM
Yakira Capital Management
Connecticut
$6.2K $0 1 0% Maintained
1150
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$6K +$577 3 0% Increased