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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
1276
RG
Retirement Group
California
$9.9K $0 1 0% Maintained
1277
SIC
SJS Investment Consulting
Ohio
$9.6K -$1.11K 4 0% Reduced
1278
Wolverine Asset Management
Wolverine Asset Management
Illinois
$9.55K -$10.3K 1 0% Reduced
1279
T
Tidemark
California
$9.4K +$7.51K 1 0.01% New
1280
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.77K $0 1 0% Maintained
1281
CHC
City Holding Co
West Virginia
$8.57K $0 1 0% Maintained
1282
RP
Raelipskie Partnership
Ontario, Canada
$8.33K +$8.08K 1 0.01% New
1283
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$7.96K -$72 1 0% Reduced
1284
SS
Sunbelt Securities
Texas
$7.46K $0 1 0% Maintained
1285
IRAG
Investment Research & Advisory Group
Georgia
$7.36K +$2.07K 1 0% Increased
1286
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$7.12K -$4.08K 4 0% Reduced
1287
WBC
West Branch Capital
Massachusetts
$7.04K +$5.59K 2 0% Increased
1288
POIA
Pin Oak Investment Advisors
Texas
$7K -$34K 1 0.01% Reduced
1289
TFGT
TS Financial Group (TSFG)
Illinois
$7K -$6.38K 2 0% Reduced
1290
CYG
Clean Yield Group
Vermont
$6.98K $0 1 0% Maintained
1291
AWM
Able Wealth Management
New Jersey
$6.92K +$5.57K 2 0.01% New
1292
Rakuten Investment Management
Rakuten Investment Management
Japan
$6.85K +$5.45K 1 0% New
1293
IRC
Investors Research Corp
Georgia
$6.7K $0 4 0% Maintained
1294
AWM
Abound Wealth Management
Tennessee
$6.61K +$850 3 0% Increased
1295
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.48K $0 2 0% Maintained
1296
GBT
Grove Bank & Trust
Florida
$6.11K $0 1 0% Maintained
1297
PVH
Psagot Value Holdings
Israel
$6K +$24 1 0% Increased
1298
VNA
Valley National Advisers
Pennsylvania
$6K +$2.51K 3 0% Increased
1299
NL
NVWM LLC
Pennsylvania
$5.97K $0 1 0% Maintained
1300
WAG
Wiser Advisor Group
Arizona
$5.87K +$4.69K 1 0.01% New