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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
$3.04K $0 1 0% Maintained
1202
AA
AlphaMark Advisors
Kentucky
$3K $0 1 0% Maintained
1203
CWA
Clearview Wealth Advisors
Oregon
$2.93K +$485 3 0% Increased
1204
IRAG
Investment Research & Advisory Group
Georgia
$2.72K $0 1 0% Maintained
1205
IHWM
Iron Horse Wealth Management
Iowa
$2.57K -$606 2 0% Reduced
1206
WIM
WealthPlan Investment Management
Nebraska
$2.54K +$2.54K 1 0% New
1207
PFSC
Peoples Financial Services Corp
Pennsylvania
$2.43K $0 1 0% Maintained
1208
RDFA
Ritter Daniher Financial Advisory
Ohio
$2.38K +$2.23K 1 0% New
1209
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$2.35K -$6.66K 3 0% Reduced
1210
DI
Disciplined Investments
Oklahoma
$2.28K +$1.68K 2 0% Increased
1211
CMBA
C.M. Bidwell & Associates
Hawaii
$2.06K +$2.1K 1 0% New
1212
ADL
Asset Dedication LLC
California
$2K $0 1 0% Maintained
1213
CA
Centerpoint Advisors
Massachusetts
$2K -$1.52K 2 0% Reduced
1214
CMP
Coston McIsaac & Partners
Maine
$2K $0 1 0% Maintained
1215
FMP
Financial Management Professionals
Texas
$2K +$2.44K 1 0% New
1216
FDCC
Foster Dykema Cabot & Co
Massachusetts
$2K +$2.54K 1 0% New
1217
SFG
Steward Financial Group
Texas
$2K -$1.05K 3 0% Reduced
1218
CAM
Chesapeake Asset Management
New York
$1.92K +$1.92K 1 0% New
1219
PFG
Piershale Financial Group
Illinois
$1.82K $0 1 0% Maintained
1220
GIA
GHP Investment Advisors
Colorado
$1.67K +$1.15K 1 0% Increased
1221
CIA
Cape Investment Advisory
Georgia
$1.36K +$1.52K 2 0% New
1222
GGI
Godsey & Gibb Inc
Virginia
$1.34K +$1.52K 1 0% New
1223
CP
Castleview Partners
Texas
$1.21K $0 1 0% Maintained
1224
CB
Community Bank
New York
$1.21K +$1.21K 1 0% New
1225
BAM
Baldrige Asset Management
Pennsylvania
$1K +$631 1 0% New