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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
SC
Stephens Consulting
Michigan
$4.72K -$5.74K 1 0% Reduced
1202
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$4.57K +$4.96K 1 0% New
1203
AWM
Activest Wealth Management
Florida
$4K +$4.82K 1 0% New
1204
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$4K $0 1 0% Maintained
1205
DI
Disciplined Investments
Oklahoma
$4K +$3.79K 4 0% New
1206
IHWM
Iron Horse Wealth Management
Iowa
$4K $0 1 0% Maintained
1207
JWM
Janiczek Wealth Management
Colorado
$4K +$1.6K 1 0% Increased
1208
PFSC
Peoples Financial Services Corp
Pennsylvania
$4K $0 1 0% Maintained
1209
TFA
Toth Financial Advisory
Virginia
$4K +$1.26K 1 0% Increased
1210
Whittier Trust
Whittier Trust
California
$4K +$1.32K 3 0% Increased
1211
AFS
Annapolis Financial Services
Maryland
$3K +$3.64K 1 0% New
1212
JFA
JNBA Financial Advisors
Minnesota
$3K -$1K 1 0% Reduced
1213
Montag & Associates
Montag & Associates
Georgia
$3K $0 1 0% Maintained
1214
ODG
O'Dell Group
Ohio
$3K +$632 2 0% Increased
1215
PB
Pinnacle Bancorp
Nebraska
$3K +$3.68K 1 0% New
1216
SC
Schubert & Co
Texas
$3K +$683 4 0% Increased
1217
SouthState Corp
SouthState Corp
Florida
$3K $0 1 0% Maintained
1218
UIA
Ulland Investment Advisors
Minnesota
$3K +$3.78K 1 0% New
1219
ADL
Asset Dedication LLC
California
$2K +$2.41K 1 0% New
1220
CA
Centerpoint Advisors
Massachusetts
$2K +$2.67K 2 0% New
1221
DCM
Davidson Capital Management
Texas
$2K +$632 1 0% Increased
1222
EIP
Ellis Investment Partners
Pennsylvania
$2K +$2.83K 2 0% Increased
1223
SC
Siena Capital
Ohio
$2K +$2.34K 1 0% New
1224
T
TOBAM
France
$2K -$60.6K 1 0% Reduced
1225
TAM
Tucker Asset Management
Colorado
$1.47K +$1.79K 1 0% New