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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
1201
DFCM
Dark Forest Capital Management
Puerto Rico
$9K -$15.3K 2 0% Reduced
1202
GAM
Gemmer Asset Management
California
$9K $0 2 0% Maintained
1203
RA
Rise Advisors
New York
$8.06K +$8.72K 1 0.01% New
1204
FF
FourThought Financial
Florida
$8K +$4.31K 2 0% Increased
1205
LF
Lee Financial
Texas
$8K +$284 2 0% Increased
1206
TIM
Tortoise Investment Management
New York
$8K $0 1 0% Maintained
1207
BWA
BDO Wealth Advisors
Florida
$7K $0 1 0% Maintained
1208
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$7K +$5.45K 1 0% Increased
1209
CFCI
Comprehensive Financial Consultants Institutional
Indiana
$7K +$12.9K 2 0% New
1210
SCA
Stonebridge Capital Advisors
Minnesota
$7K +$3.81K 3 0% Increased
1211
TFGT
TS Financial Group (TSFG)
Illinois
$7K +$1.83K 2 0% Increased
1212
VRM
Vectors Research Management
New York
$7K +$7.43K 1 0% New
1213
AA
AlphaMark Advisors
Kentucky
$6K $0 1 0% Maintained
1214
JFA
JNBA Financial Advisors
Minnesota
$6K +$7.37K 2 0% New
1215
PFSC
Peoples Financial Services Corp
Pennsylvania
$6K $0 1 0% Maintained
1216
TFA
Toth Financial Advisory
Virginia
$6K +$6.42K 1 0% New
1217
VCM
Versant Capital Management
Arizona
$6K $0 5 0% Maintained
1218
Koshinski Asset Management
Koshinski Asset Management
Illinois
$5.63K +$99 2 0% Increased
1219
Covington Capital Management
Covington Capital Management
California
$5K +$4.9K 1 0% New
1220
DAM
Delta Asset Management
Tennessee
$5K +$459 2 0% Increased
1221
GWS
Glassman Wealth Services
Virginia
$5K -$1.37K 2 0% Reduced
1222
IHWM
Iron Horse Wealth Management
Iowa
$5K $0 2 0% Maintained
1223
PWMG
Prestige Wealth Management Group
New Jersey
$5K $0 1 0% Maintained
1224
RK
Rather & Kittrell
Tennessee
$5K +$6.05K 1 0% New
1225
ATC
Adirondack Trust Company
New York
$4K +$4.04K 1 0% New