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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
Principal Securities
Principal Securities
Iowa
$43.6K +$36.8K 6 0% New
1202
A
AJOVista
Massachusetts
$40K +$26.1K 2 0.05% New
1203
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$39.8K +$31.8K 1 0.04% New
1204
SIS
Sound Income Strategies
Florida
$34.3K $0 2 0% Maintained
1205
RWM
Raffa Wealth Management
District of Columbia
$31.8K +$1.72K 2 0.01% Increased
1206
NFA
Northwest Financial Advisors
Virginia
$31.4K +$25.1K 1 0.03% New
1207
RFG
RFP Financial Group
Georgia
$30.2K -$2.49K 1 0.01% Reduced
1208
SIA
Schechter Investment Advisors
Michigan
$30.1K $0 1 0% Maintained
1209
AWM
Atticus Wealth Management
Florida
$28.5K $0 1 0.01% Maintained
1210
SWA
SOA Wealth Advisors
New York
$27.9K -$159 1 0.01% Reduced
1211
GJIA
Glass Jacobson Investment Advisors
Maryland
$27.4K $0 2 0.01% Maintained
1212
MCM
Manchester Capital Management
Vermont
$27.2K -$11.6K 2 0% Reduced
1213
SSG
Summit Securities Group
New York
$27K -$41.1K 1 0% Reduced
1214
BWP
Baldwin Wealth Partners
Massachusetts
$26.9K $0 1 0% Maintained
1215
DGAM
Desjardins Global Asset Management
Quebec, Canada
$26.2K $0 1 0% Maintained
1216
Hantz Financial Services
Hantz Financial Services
Michigan
$26K $0 1 0% Maintained
1217
PP
PrairieView Partners
Minnesota
$26K +$8 2 0% Increased
1218
Credit Agricole
Credit Agricole
France
$25K -$84.3K 1 0% Reduced
1219
CFD
Creative Financial Designs
Indiana
$24.4K +$19.5K 2 0% New
1220
EWP
Elevation Wealth Partners
California
$24K $0 1 0.01% Maintained
1221
SIS
Strategic Investment Solutions
Illinois
$23.9K -$1.19M 2 0% Reduced
1222
IFAM
Institutional & Family Asset Management
Colorado
$23.8K $0 1 0% Maintained
1223
RCM
Raleigh Capital Management
North Carolina
$23.8K -$1.34K 1 0.01% Reduced
1224
RBC
Romano Brothers & Co
Illinois
$23.6K -$3.88K 1 0% Reduced
1225
LOIM
Liberty One Investment Management
Illinois
$22.7K +$5.2K 2 0% Increased