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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
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$1.61K +$1.03K 1 0% Increased
1202
HF
Halpern Financial
Virginia
$1.45K +$1.42K 1 0% New
1203
CWM
CarsonAllaria Wealth Management
Illinois
$1K $0 1 0% Maintained
1204
CA
Centerpoint Advisors
Massachusetts
$1K $0 2 0% Maintained
1205
CFD
Creative Financial Designs
Indiana
$1K +$40 1 0% Increased
1206
DWA
Delos Wealth Advisors
Texas
$1K +$845 1 0% New
1207
FPS
Fieldpoint Private Securities
Connecticut
$1K -$13.4K 2 0% Reduced
1208
GIA
GHP Investment Advisors
Colorado
$1K -$8.91K 1 0% Reduced
1209
HM Payson & Co
HM Payson & Co
Maine
$1K -$153K 1 0% Reduced
1210
HS
Horan Securities
United States
$1K $0 1 0% Maintained
1211
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
1212
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$1K -$7.73K 2 0% Reduced
1213
SC
Sierra Capital
Florida
$1K +$7 1 0% Increased
1214
SIS
Sound Income Strategies
Florida
$1K $0 3 0% Maintained
1215
TWP
TFO Wealth Partners
Ohio
$1K +$1.76K 1 0% New
1216
TFS
TrustCore Financial Services
Tennessee
$1K $0 2 0% Maintained
1217
WAM
Worth Asset Management
Texas
$1K $0 1 0% Maintained
1218
TAM
Tucker Asset Management
Colorado
$822 $0 1 0% Maintained
1219
GFPC
Global Financial Private Client
Florida
$787 $0 1 0% Maintained
1220
WPA
West Paces Advisors
Georgia
$632 $0 1 0% Maintained
1221
PP
PFS Partners
New Jersey
$531 $0 1 0% Maintained
1222
FFA
Fairfield Financial Advisors
Massachusetts
$527 $0 1 0% Maintained
1223
AWA
Aaron Wealth Advisors
Illinois
$0 -$35.2K 0 – Closed
1224
AWM
Abound Wealth Management
Tennessee
$0 -$6.52K 0 – Closed
1225
ADIM
Alpha DNA Investment Management
Maryland
$0 -$1.24M 0 – Closed