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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
MAWCM
Mine & Arao Wealth Creation & Management
California
$17.3K $0 1 0.01% Maintained
1127
Wolverine Asset Management
Wolverine Asset Management
Illinois
$17.3K $0 1 0% Maintained
1128
CAL
Capital Advisors Ltd
Ohio
$17K -$223 3 0% Reduced
1129
TD Private Client Wealth
TD Private Client Wealth
New York
$15.8K -$877K 1 0% Reduced
1130
AWM
Activest Wealth Management
Florida
$14.8K +$17.1K 1 0.01% New
1131
PP
PFS Partners
New Jersey
$14.7K $0 2 0.01% Maintained
1132
EL
EMFO LLC
Florida
$14K $0 1 0.01% Maintained
1133
RTC
Riverview Trust Company
Washington
$14K -$19.7K 1 0.01% Reduced
1134
MSFP
Mark Sheptoff Financial Planning
Connecticut
$13.6K $0 2 0.01% Maintained
1135
Fisher Asset Management
Fisher Asset Management
Washington
$13.5K -$14K 1 0% Reduced
1136
SHIM
Stone House Investment Management
Pennsylvania
$13.4K +$13.2K 1 0% Increased
1137
PMFA
Plante Moran Financial Advisors
Michigan
$13.3K -$37.6K 1 0% Reduced
1138
SL
Savior LLC
Massachusetts
$13.2K -$166K 1 0.09% Reduced
1139
HBW
Hazlett, Burt & Watson
West Virginia
$13K +$13.8K 1 0.01% New
1140
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$13K +$2.37K 2 0% Increased
1141
LOIM
Liberty One Investment Management
Illinois
$12.9K +$1.17K 2 0% Increased
1142
PWMG
Provence Wealth Management Group
California
$12.8K +$14.1K 1 0.01% New
1143
LF
Lee Financial
Texas
$12.5K $0 1 0% Maintained
1144
Advisor Partners II
Advisor Partners II
California
$12.4K +$16.2K 1 0% New
1145
CWP
Concord Wealth Partners
Virginia
$12.3K $0 1 0% Maintained
1146
TFGT
TS Financial Group (TSFG)
Illinois
$12K -$3.02K 2 0% Reduced
1147
CAM
Chesapeake Asset Management
New York
$11.7K +$9.62K 2 0.01% Increased
1148
RTL
Red Tortoise LLC
Georgia
$11.4K $0 2 0.01% Maintained
1149
AAG
Armstrong Advisory Group
Massachusetts
$11.1K $0 1 0% Maintained
1150
RIA
Realta Investment Advisors
Delaware
$10.5K $0 1 0% Maintained