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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
PPWM
PFG Private Wealth Management
Florida
$6K $0 1 0% Maintained
1152
CAS
Coppell Advisory Solutions
Texas
$5.73K +$5.46K 1 0% New
1153
CASC
Coppell Advisory Solutions Corp
Texas
$5.73K +$5.46K 1 0% New
1154
MPCL
My Personal CFO LLC
Washington
$5.36K +$5.82K 1 0% New
1155
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$5.15K $0 2 0% Maintained
1156
HS
Horan Securities
United States
$5.07K +$4.96K 1 0% Increased
1157
BONH
Bank of New Hampshire
New Hampshire
$5K $0 1 0% Maintained
1158
FCB
First Command Bank
Texas
$5K $0 1 0% Maintained
1159
FCFS
First Command Financial Services
Texas
$5K $0 1 0% Maintained
1160
TF
Tompkins Financial
New York
$5K $0 1 0% Maintained
1161
CYG
Clean Yield Group
Vermont
$4.89K $0 1 0% Maintained
1162
KC
Kenfarb & Co
Kentucky
$4.89K $0 1 0% Maintained
1163
ATC
Adirondack Trust Company
New York
$4.58K $0 1 0% Maintained
1164
FCA
FinTrust Capital Advisors
South Carolina
$4.44K -$222K 1 0% Reduced
1165
EPM
Equitec Proprietary Markets
Illinois
$4.34K -$34.2K 1 0% Reduced
1166
SC
Schubert & Co
Texas
$4.07K -$1.74K 3 0% Reduced
1167
PB
Pinnacle Bancorp
Nebraska
$4K +$1.17K 1 0% Increased
1168
ME
McIlrath & Eck
Washington
$3.99K $0 2 0% Maintained
1169
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.83K $0 2 0% Maintained
1170
FWM
Focused Wealth Management
New York
$3.69K $0 1 0% Maintained
1171
AWM
Abound Wealth Management
Tennessee
$3.67K $0 1 0% Maintained
1172
HWA
HHM Wealth Advisors
Tennessee
$3.62K +$2.87K 1 0% Increased
1173
SIC
SJS Investment Consulting
Ohio
$3.34K +$286 4 0% Increased
1174
Larson Financial Group
Larson Financial Group
Missouri
$3.34K $0 1 0% Maintained
1175
PWMG
Prestige Wealth Management Group
New Jersey
$3.19K -$2.17K 3 0% Reduced