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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
1226
ME
McIlrath & Eck
Washington
$4K $0 1 0% Maintained
1227
PG
Proffitt & Goodson
Tennessee
$4K +$5.05K 1 0% New
1228
SouthState Corp
SouthState Corp
Florida
$4K +$5.07K 1 0% New
1229
BG
Bollard Group
Massachusetts
$3K +$3.67K 1 0% New
1230
DCM
Davidson Capital Management
Texas
$3K +$3.27K 1 0% New
1231
Montag & Associates
Montag & Associates
Georgia
$3K $0 1 0% Maintained
1232
SC
Schubert & Co
Texas
$3K +$3.21K 4 0% New
1233
Whittier Trust
Whittier Trust
California
$3K $0 2 0% Maintained
1234
RWM
Raffa Wealth Management
District of Columbia
$2.86K $0 1 0% Maintained
1235
BHWM
Beaird Harris Wealth Management
Texas
$2K +$2.52K 1 0% New
1236
CWM
CarsonAllaria Wealth Management
Illinois
$2K +$2.71K 1 0% New
1237
HM Payson & Co
HM Payson & Co
Maine
$2K $0 1 0% Maintained
1238
JWM
Janiczek Wealth Management
Colorado
$2K $0 2 0% Maintained
1239
LWA
Lowe Wealth Advisors
Maryland
$2K +$1.83K 1 0% New
1240
MFAM
Motley Fool Asset Management
Virginia
$2K +$1.57K 1 0% New
1241
ODG
O'Dell Group
Ohio
$2K +$3.39K 1 0% New
1242
SC
Sierra Capital
Florida
$2K $0 1 0% Maintained
1243
SIC
SJS Investment Consulting
Ohio
$2K +$2.46K 1 0% New
1244
TFS
TrustCore Financial Services
Tennessee
$2K -$9.18K 2 0% Reduced
1245
YAL
Your Advocates Ltd
Texas
$2K +$1.83K 1 0% New
1246
WPA
West Paces Advisors
Georgia
$1.42K +$367 1 0% Increased
1247
GFPC
Global Financial Private Client
Florida
$1.09K $0 1 0% Maintained
1248
BA
Bivin & Associates
Oklahoma
$1K +$918 1 0% New
1249
BC
Burleson & Co
California
$1K $0 1 0% Maintained
1250
CWA
Clearview Wealth Advisors
Oregon
$1K $0 1 0% Maintained