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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
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1.22K +$330 1 0% Increased
1202
ANBT
American National Bank & Trust
Texas
$1K $0 1 0% Maintained
1203
CAL
Capital Advisors Ltd
Ohio
$1K -$3.03K 2 0% Reduced
1204
CWM
CarsonAllaria Wealth Management
Illinois
$1K $0 1 0% Maintained
1205
RG
Retirement Group
California
$1K +$992 1 0% New
1206
SC
Sierra Capital
Florida
$1K $0 1 0% Maintained
1207
CP
Castleview Partners
Texas
$922 $0 1 0% Maintained
1208
PLU
Performa Ltd (US)
South Carolina
$922 +$248 1 0% Increased
1209
ACP
Arcus Capital Partners
Georgia
$899 +$967 1 0% New
1210
ACM
AlphaStar Capital Management
North Carolina
$877 +$24.4K 1 0% Increased
1211
DI
Disciplined Investments
Oklahoma
$801 -$286 3 0% Reduced
1212
Whittier Trust
Whittier Trust
California
$780 -$1K 2 0% Reduced
1213
MWM
MinichMacGregor Wealth Management
New York
$764 +$762 1 0% New
1214
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$672 -$417 1 0% Reduced
1215
SouthState Corp
SouthState Corp
Florida
$620 +$813 1 0% New
1216
GIA
GHP Investment Advisors
Colorado
$614 $0 1 0% Maintained
1217
DWA
Delos Wealth Advisors
Texas
$576 $0 1 0% Maintained
1218
GFPC
Global Financial Private Client
Florida
$562 $0 1 0% Maintained
1219
TFS
TrustCore Financial Services
Tennessee
$537 $0 2 0% Maintained
1220
CWM
Compass Wealth Management
Connecticut
$489 +$532 1 0% New
1221
PP
PFS Partners
New Jersey
$469 $0 1 0% Maintained
1222
FFA
Fairfield Financial Advisors
Massachusetts
$461 $0 1 0% Maintained
1223
HM Payson & Co
HM Payson & Co
Maine
$461 $0 1 0% Maintained
1224
LWA
Lowe Wealth Advisors
Maryland
$461 $0 1 0% Maintained
1225
PWS
Paragon Wealth Strategies
Florida
$443 $0 1 0% Maintained