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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
1301
PA
PSI Advisors
Florida
$32.3K -$5.7K 1 0.01% Reduced
1302
PSB
Piscataqua Savings Bank
New Hampshire
$32.2K -$21.9K 1 0.03% Reduced
1303
T2I
Turim 21 Investimentos
Brazil
$31.6K $0 1 0.01% Maintained
1304
RA
Rise Advisors
New York
$31.5K +$234 1 0.02% Increased
1305
CJ
Caitlin John
Michigan
$31.1K +$376 2 0.02% Increased
1306
IRAG
Investment Research & Advisory Group
Georgia
$31.1K $0 2 0.01% Maintained
1307
RFG
RFP Financial Group
Georgia
$31K +$9.9K 2 0.01% Increased
1308
GCM
Gladius Capital Management
Illinois
$30.8K +$28.7K 1 0% New
1309
HCM
Hollencrest Capital Management
California
$30.6K +$18.3K 2 0% Increased
1310
WA
Wealthstream Advisors
New York
$30.3K $0 1 0.01% Maintained
1311
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$29.5K -$523 8 0% Reduced
1312
ADL
Asset Dedication LLC
California
$29.4K +$26.9K 2 0% Increased
1313
TIM
Tortoise Investment Management
New York
$29.3K +$3.53K 1 0% Increased
1314
SWA
SOA Wealth Advisors
New York
$29.3K -$557 1 0.01% Reduced
1315
DF
DecisionPoint Financial
Arizona
$29.3K $0 2 0.01% Maintained
1316
GJIA
Glass Jacobson Investment Advisors
Maryland
$29.3K $0 2 0.01% Maintained
1317
RWB
RMR Wealth Builders
New Jersey
$29.2K +$705K 1 0% New
1318
W
WealthCollab
Washington
$27.8K -$2.72K 2 0.02% Reduced
1319
SIS
Sound Income Strategies
Florida
$27.4K $0 2 0% Maintained
1320
SSB
Sandy Spring Bank
Maryland
$27.1K -$28.2K 1 0% Reduced
1321
PP
PFS Partners
New Jersey
$26K $0 2 0.02% Maintained
1322
RBC
Romano Brothers & Co
Illinois
$25.9K $0 1 0% Maintained
1323
IFAM
Institutional & Family Asset Management
Colorado
$25.5K $0 1 0% Maintained
1324
PWA
Provenance Wealth Advisors
Florida
$25.1K $0 2 0% Maintained
1325
EL
EMFO LLC
Florida
$24.9K $0 1 0.02% Maintained