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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
M
MOTCO
Texas
$2.32K $0 1 0% Maintained
1202
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$2.23K -$1.97K 1 0% Reduced
1203
DFA
DHJJ Financial Advisors
Illinois
$2.17K +$2.26K 1 0% New
1204
CMP
Coston McIsaac & Partners
Maine
$2K $0 2 0% Maintained
1205
FDCC
Foster Dykema Cabot & Co
Massachusetts
$2K $0 1 0% Maintained
1206
CPG
Cornerstone Planning Group
New Jersey
$1.89K $0 1 0% Maintained
1207
Central Trust Company
Central Trust Company
Missouri
$1.81K -$16.1K 2 0% Reduced
1208
ATC
Adirondack Trust Company
New York
$1.76K $0 1 0% Maintained
1209
GGI
Godsey & Gibb Inc
Virginia
$1.66K $0 1 0% Maintained
1210
CP
Castleview Partners
Texas
$1.6K $0 1 0% Maintained
1211
FAM
Flaharty Asset Management
Florida
$1.6K +$1.76K 1 0% New
1212
CIA
Cape Investment Advisory
Georgia
$1.55K +$88 2 0% Increased
1213
TWP
TFO Wealth Partners
Ohio
$1.21K +$1.01K 4 0% Increased
1214
FRA
Front Row Advisors
California
$1.18K $0 1 0% Maintained
1215
AIC
Archer Investment Corporation
Indiana
$1.13K +$67 2 0% Increased
1216
LAM
L2 Asset Management
Massachusetts
$1.12K +$538K 1 0% New
1217
DWA
Delos Wealth Advisors
Texas
$1.08K $0 1 0% Maintained
1218
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$1K +$1.13K 1 0% New
1219
UFF
USA Financial Formulas
Michigan
$907 $0 1 0% Maintained
1220
FFA
Fairfield Financial Advisors
Massachusetts
$799 $0 1 0% Maintained
1221
SouthState Corp
SouthState Corp
Florida
$714 +$546 1 0% New
1222
GIA
GHP Investment Advisors
Colorado
$638 -$1.12K 1 0% Reduced
1223
GTAM
Global Trust Asset Management
Florida
$479 $0 1 0% Maintained
1224
WFA
West Financial Advisors
Iowa
$392 $0 1 0% Maintained
1225
YAL
Your Advocates Ltd
Texas
$379 +$423 1 0% New