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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
1151
IRC
Investors Research Corp
Georgia
$12K $0 3 0% Maintained
1152
MCM
MV Capital Management
Maryland
$12K $0 1 0% Maintained
1153
PPWM
PFG Private Wealth Management
Florida
$12K +$14.4K 1 0.01% New
1154
BWM
Baystate Wealth Management
Massachusetts
$11K +$94 1 0% Increased
1155
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$11K -$84 2 0% Reduced
1156
CHA
Carmichael Hill & Associates
Maryland
$11K $0 1 0.01% Maintained
1157
GAM
Gemmer Asset Management
California
$11K +$3.37K 2 0% Increased
1158
GIA
GHP Investment Advisors
Colorado
$11K +$11.7K 1 0% New
1159
HWMA
Heritage Wealth Management (Arizona)
Arizona
$11K +$11.9K 1 0% New
1160
ZB
Zions Bancorporation
Utah
$11K +$78 2 0% Increased
1161
KFI
Key Financial Inc
Pennsylvania
$10K +$10.7K 2 0.01% Increased
1162
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$10K +$1.04K 4 0% Increased
1163
POIA
Pin Oak Investment Advisors
Texas
$10K +$2.3K 1 0.01% Increased
1164
Sageworth Trust
Sageworth Trust
Pennsylvania
$10K -$2K 2 0% Reduced
1165
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$10K -$6.42K 3 0.02% Reduced
1166
SCA
Sandy Cove Advisors
Massachusetts
$10K $0 2 0.01% Maintained
1167
SC
Solstein Capital
California
$10K $0 1 0.01% Maintained
1168
CP
Corbenic Partners
Pennsylvania
$9K +$1.26K 1 0% Increased
1169
CFN
Cordasco Financial Network
Florida
$9K +$47 1 0.01% Increased
1170
GWS
Glassman Wealth Services
Virginia
$9K +$4.96K 2 0% Increased
1171
Huntington National Bank
Huntington National Bank
Ohio
$9K -$85.6K 5 0% Reduced
1172
IAS
IMA Advisory Services
Colorado
$9K $0 1 0% Maintained
1173
KTC
Kistler-Tiffany Companies
Pennsylvania
$9K $0 2 0% Maintained
1174
MCF Advisors
MCF Advisors
Kentucky
$9K +$9.44K 1 0% New
1175
TFO
Tarbox Family Office
California
$9K $0 3 0% Maintained