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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
KC
Kenfarb & Co
Kentucky
$5.4K $0 1 0% Maintained
1152
NRG
Nemes Rush Group
Michigan
$5.33K +$5.02K 2 0% New
1153
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.2K $0 2 0% Maintained
1154
EWM
Evermay Wealth Management
Virginia
$5K $0 1 0% Maintained
1155
NL
NVWM LLC
Pennsylvania
$5K +$652 1 0% Increased
1156
SWA
Sutton Wealth Advisors
Florida
$5K +$989 2 0% Increased
1157
TF
Tompkins Financial
New York
$4.77K $0 1 0% Maintained
1158
ME
McIlrath & Eck
Washington
$4.55K $0 2 0% Maintained
1159
FCA
FinTrust Capital Advisors
South Carolina
$4.44K $0 1 0% Maintained
1160
AWM
Abound Wealth Management
Tennessee
$4.31K +$246 2 0% Increased
1161
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$4.25K +$1.3K 3 0% Increased
1162
SC
Steph & Co
Wisconsin
$4.17K $0 1 0% Maintained
1163
SC
Stephens Consulting
Michigan
$4.17K $0 1 0% Maintained
1164
PB
Pinnacle Bancorp
Nebraska
$4.11K $0 1 0% Maintained
1165
TFA
Toth Financial Advisory
Virginia
$4.09K -$79.6K 1 0% Reduced
1166
IRAG
Investment Research & Advisory Group
Georgia
$4K +$209 1 0% Increased
1167
RDFA
Ritter Daniher Financial Advisory
Ohio
$3.94K $0 1 0% Maintained
1168
SIC
SJS Investment Consulting
Ohio
$3.81K -$496 3 0% Reduced
1169
WIM
WealthPlan Investment Management
Nebraska
$3.49K $0 1 0% Maintained
1170
FWM
Focused Wealth Management
New York
$3.34K -$2.61K 1 0% Reduced
1171
IGWM
ICA Group Wealth Management
Colorado
$3.04K -$23.5K 2 0% Reduced
1172
ADL
Asset Dedication LLC
California
$3K $0 1 0% Maintained
1173
ATC
Adirondack Trust Company
New York
$2.64K $0 1 0% Maintained
1174
CAM
Chesapeake Asset Management
New York
$2.63K $0 1 0% Maintained
1175
TIM
Thompson Investment Management
Wisconsin
$2.62K +$2.58K 1 0% New