← All themes Digital Payments & Fintech

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
1326
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.41K -$1.54K 1 0% Reduced
1327
CPG
Cornerstone Planning Group
New Jersey
$2.35K $0 1 0% Maintained
1328
SouthState Corp
SouthState Corp
Florida
$2.07K $0 1 0% Maintained
1329
NICM
Neo Ivy Capital Management
New York
$2K +$1.46K 1 0% New
1330
CP
Castleview Partners
Texas
$1.99K $0 1 0% Maintained
1331
GGI
Godsey & Gibb Inc
Virginia
$1.85K $0 1 0% Maintained
1332
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.76K +$1.85K 1 0% New
1333
WPA
West Paces Advisors
Georgia
$1.65K +$918 2 0% Increased
1334
CWM
Cranbrook Wealth Management
Michigan
$1.64K +$1.31K 1 0% New
1335
ATC
Adirondack Trust Company
New York
$1.54K $0 1 0% Maintained
1336
UFF
USA Financial Formulas
Michigan
$1.5K +$251 1 0% Increased
1337
VAMG
Voisard Asset Management Group
Michigan
$1.49K +$1.19K 1 0% New
1338
AIC
Archer Investment Corporation
Indiana
$1.47K $0 2 0% Maintained
1339
BHWM
Beaird Harris Wealth Management
Texas
$1.47K +$1.17K 1 0% New
1340
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$1.44K +$1.15K 1 0% New
1341
BMC
Bear Mountain Capital
Washington
$1.28K +$1K 1 0% New
1342
DWA
Delos Wealth Advisors
Texas
$1.24K $0 1 0% Maintained
1343
S
Sachetta
Massachusetts
$1.22K +$978 1 0% New
1344
FRA
Front Row Advisors
California
$1.12K $0 1 0% Maintained
1345
TC
Truvestments Capital
Florida
$1.1K -$23.2K 2 0% Reduced
1346
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$1K $0 1 0% Maintained
1347
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$1.29K 1 0% New
1348
FMP
Financial Management Professionals
Texas
$1K +$503 1 0% New
1349
HBW
Hazlett, Burt & Watson
West Virginia
$1K -$11.7K 1 0% Reduced
1350
BFPW
BOK Financial Private Wealth
Colorado
$995 +$795 1 0% New