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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
1326
RWB
RMR Wealth Builders
New Jersey
$40K +$518K 1 0% Increased
1327
CB
CNB Bank
Pennsylvania
$39.3K $0 1 0.02% Maintained
1328
NC
NewSquare Capital
Pennsylvania
$39.3K -$4.8M 1 0% Reduced
1329
RBC
Romano Brothers & Co
Illinois
$39.1K $0 1 0% Maintained
1330
PA
PSI Advisors
Florida
$38.4K $0 1 0.01% Maintained
1331
HWM
Hemington Wealth Management
Virginia
$38K +$42.6K 4 0.01% New
1332
RWM
Raffa Wealth Management
District of Columbia
$35K +$632 2 0.01% Increased
1333
TIM
Tortoise Investment Management
New York
$34.9K $0 1 0% Maintained
1334
IRAG
Investment Research & Advisory Group
Georgia
$34.4K $0 2 0.01% Maintained
1335
CPG
Cornerstone Planning Group
New Jersey
$33.8K +$20.8K 3 0.01% Increased
1336
T2I
Turim 21 Investimentos
Brazil
$33.4K $0 1 0.01% Maintained
1337
AP
Advisors Preferred
Maryland
$33.3K +$23.7K 1 0.01% New
1338
SWA
SOA Wealth Advisors
New York
$33.3K -$1.45K 1 0.01% Reduced
1339
GJIA
Glass Jacobson Investment Advisors
Maryland
$32.3K $0 2 0.01% Maintained
1340
NFA
Northwest Financial Advisors
Virginia
$32K +$36K 1 0.03% New
1341
W
WealthCollab
Washington
$31.9K -$1.04K 2 0.02% Reduced
1342
CL
CSS LLC
Illinois
$31.4K +$29.1K 1 0% New
1343
FMP
Financial Management Professionals
Texas
$31K +$26.1K 3 0% Increased
1344
EL
EWA LLC
Pennsylvania
$30.3K +$34K 1 0.01% New
1345
AWM
Ariadne Wealth Management
California
$29.7K +$27.7K 1 0.02% New
1346
SIS
Sound Income Strategies
Florida
$29.4K $0 2 0% Maintained
1347
AWM
Atticus Wealth Management
Florida
$29K $0 1 0.01% Maintained
1348
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$28.4K +$10.5K 3 0% Increased
1349
RA
Rise Advisors
New York
$28.4K +$240 1 0.01% Increased
1350
OA
Operose Advisors
Wisconsin
$27.8K +$31.2K 1 0.01% New