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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
Credit Agricole
Credit Agricole
France
$32K $0 1 0% Maintained
1277
RA
Rise Advisors
New York
$31.9K +$28.7K 1 0.02% New
1278
IRAG
Investment Research & Advisory Group
Georgia
$29.7K +$23.3K 2 0.01% Increased
1279
Sound Income Strategies
Sound Income Strategies
Florida
$29.4K +$146 2 0% Increased
1280
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$29.2K $0 1 0.01% Maintained
1281
GJIA
Glass Jacobson Investment Advisors
Maryland
$28.8K $0 2 0.01% Maintained
1282
Tortoise Investment Management
Tortoise Investment Management
New York
$28.8K +$31.3K 1 0% New
1283
TCG
Transcendent Capital Group
Oklahoma
$28.4K +$25.6K 1 0.02% New
1284
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$28.2K +$16.8K 9 0% Increased
1285
Valley National Advisers
Valley National Advisers
Pennsylvania
$28K +$24.2K 3 0% Increased
1286
Provenance Wealth Advisors
Provenance Wealth Advisors
Florida
$26.8K +$15.9K 2 0% Increased
1287
OP
ORG Partners
Indiana
$26.7K +$28.9K 1 0.05% Increased
1288
PrairieView Partners
PrairieView Partners
Minnesota
$25K $0 2 0% Maintained
1289
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$24.2K $0 1 0% Maintained
1290
PP
PFS Partners
New Jersey
$24K $0 2 0.02% Maintained
1291
Capital Advisors Ltd
Capital Advisors Ltd
Ohio
$24K +$6.6K 3 0% Increased
1292
EL
EMFO LLC
Florida
$23.1K $0 1 0.02% Maintained
1293
DF
DecisionPoint Financial
Arizona
$23K +$22.2K 2 0.01% New
1294
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$22.7K $0 1 0% Maintained
1295
RFG
RFP Financial Group
Georgia
$22.2K $0 1 0.01% Maintained
1296
Mather Group
Mather Group
Illinois
$21.1K +$21.8K 4 0% New
1297
MAWCM
Mine & Arao Wealth Creation & Management
California
$20.3K $0 1 0.01% Maintained
1298
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$20.2K -$2.65K 1 0% Reduced
1299
Manchester Capital Management
Manchester Capital Management
Vermont
$20K -$146 2 0% Reduced
1300
AIC
Archer Investment Corporation
Indiana
$20K +$19.9K 3 0.01% Increased