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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
RA
Rise Advisors
New York
$11.5K -$3K 1 0.01% Reduced
1127
AAG
Armstrong Advisory Group
Massachusetts
$11.5K $0 1 0% Maintained
1128
RIA
Realta Investment Advisors
Delaware
$10.5K +$10.4K 1 0% New
1129
VWM
Venturi Wealth Management
Texas
$10.1K +$2.93K 2 0% Increased
1130
NSIM
North Star Investment Management
Illinois
$9.98K +$2.13K 3 0% Increased
1131
GWMI
Guardian Wealth Management (Illinois)
Illinois
$9.64K $0 1 0.01% Maintained
1132
HS
Horan Securities
United States
$9.17K $0 1 0% Maintained
1133
GBT
Grove Bank & Trust
Florida
$8.83K -$6.12K 1 0% Reduced
1134
Larson Financial Group
Larson Financial Group
Missouri
$8.82K $0 1 0% Maintained
1135
AFS
Annapolis Financial Services
Maryland
$8.34K $0 1 0% Maintained
1136
BONH
Bank of New Hampshire
New Hampshire
$8.34K $0 1 0% Maintained
1137
PineBridge Investments
PineBridge Investments
New York
$8.17K $0 1 0% Maintained
1138
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.04K $0 1 0% Maintained
1139
EWM
Endurance Wealth Management
Rhode Island
$8K $0 1 0% Maintained
1140
IAS
IMA Advisory Services
Colorado
$7.79K $0 1 0% Maintained
1141
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.19K $0 1 0% Maintained
1142
EC
Elequin Capital
New York
$7.15K +$5.59K 1 0% New
1143
IRC
Investors Research Corp
Georgia
$7.12K $0 4 0% Maintained
1144
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$7K +$228 1 0% Increased
1145
RG
Retirement Group
California
$6.63K +$293 1 0% Increased
1146
AA
AlphaMark Advisors
Kentucky
$6K +$1.96K 2 0% Increased
1147
SF
Safeguard Financial
Wisconsin
$6K +$5.63K 2 0% New
1148
Gradient Investments
Gradient Investments
Minnesota
$5.54K -$2.67K 4 0% Reduced
1149
CYG
Clean Yield Group
Vermont
$5.4K $0 1 0% Maintained
1150
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$5.4K $0 1 0% Maintained