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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
1176
SIC
SJS Investment Consulting
Ohio
$3K +$3.98K 4 0% New
1177
TCCM
Timber Creek Capital Management
Massachusetts
$3K $0 1 0% Maintained
1178
SC
Stephens Consulting
Michigan
$2.44K $0 1 0% Maintained
1179
WWP
WR Wealth Planners
Missouri
$2.01K +$2.61K 1 0% New
1180
AIP
Almanack Investment Partners
Pennsylvania
$2K +$2.33K 1 0% New
1181
BA
Bellwether Advisors
Nebraska
$2K $0 1 0% Maintained
1182
CWM
Castle Wealth Management
Florida
$2K -$8.37K 1 0% Reduced
1183
CA
Centerpoint Advisors
Massachusetts
$2K +$1.26K 2 0% Increased
1184
CMP
Coston McIsaac & Partners
Maine
$2K $0 1 0% Maintained
1185
DCM
Davidson Capital Management
Texas
$2K +$829 1 0% Increased
1186
NL
NVWM LLC
Pennsylvania
$2K -$29.4K 1 0% Reduced
1187
PFSC
Peoples Financial Services Corp
Pennsylvania
$2K $0 1 0% Maintained
1188
SIS
Sound Income Strategies
Florida
$2K +$465 3 0% Increased
1189
SC
Steph & Co
Wisconsin
$2K $0 1 0% Maintained
1190
SCA
Stonebridge Capital Advisors
Minnesota
$2K -$2K 2 0% Reduced
1191
Whittier Trust
Whittier Trust
California
$2K -$2.13K 3 0% Reduced
1192
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$1.12K -$481 1 0% Reduced
1193
ANBT
American National Bank & Trust
Texas
$1K +$1.1K 1 0% New
1194
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1K +$1.01K 1 0% New
1195
CWM
CarsonAllaria Wealth Management
Illinois
$1K $0 1 0% Maintained
1196
CP
Castleview Partners
Texas
$1K -$6.38K 1 0% Reduced
1197
CFD
Creative Financial Designs
Indiana
$1K $0 1 0% Maintained
1198
DWA
Delos Wealth Advisors
Texas
$1K $0 1 0% Maintained
1199
DI
Disciplined Investments
Oklahoma
$1K -$1.9K 3 0% Reduced
1200
EIP
Ellis Investment Partners
Pennsylvania
$1K +$33 2 0% Increased