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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
1351
RDFA
Ritter Daniher Financial Advisory
Ohio
$5.96K $0 1 0% Maintained
1352
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$5.92K -$5.29K 1 0% Reduced
1353
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$5.83K -$8 1 0% Reduced
1354
SS
Sunbelt Securities
Texas
$5.47K $0 1 0% Maintained
1355
CCC
Chelsea Counsel Company
California
$5.4K +$5.26K 1 0% New
1356
Gradient Investments
Gradient Investments
Minnesota
$5.32K -$8.69K 2 0% Reduced
1357
BGAI
Bruce G. Allen Investments
Colorado
$5.2K $0 2 0% Maintained
1358
KFS
Kelly Financial Services
Massachusetts
$5.2K +$4.3K 2 0% Increased
1359
POIA
Pin Oak Investment Advisors
Texas
$5K $0 1 0% Maintained
1360
HM Payson & Co
HM Payson & Co
Maine
$4.59K +$365 2 0% Increased
1361
NL
NVWM LLC
Pennsylvania
$4.38K $0 1 0% Maintained
1362
WAG
Wiser Advisor Group
Arizona
$4.31K $0 1 0.01% Maintained
1363
PB
Pinnacle Bancorp
Nebraska
$4.22K -$1.75K 1 0% Reduced
1364
JPWM
Jamison Private Wealth Management
Georgia
$4.2K $0 1 0% Maintained
1365
T
Tidemark
California
$4.17K -$2.97K 1 0% Reduced
1366
IA
IFS Advisors
Kansas
$4.06K $0 1 0% Maintained
1367
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.06K -$2.98K 1 0% Reduced
1368
RTL
Red Tortoise LLC
Georgia
$4.03K +$1.54K 2 0% Increased
1369
AW
Avion Wealth
Texas
$4K $0 2 0% Maintained
1370
TIM
Thompson Investment Management
Wisconsin
$3.94K $0 1 0% Maintained
1371
SIC
SJS Investment Consulting
Ohio
$3.93K -$4.69K 4 0% Reduced
1372
CIA
Cape Investment Advisory
Georgia
$3.85K -$76.4K 3 0% Reduced
1373
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$3.65K +$3.97K 1 0% New
1374
SC
Stephens Consulting
Michigan
$3.65K $0 1 0% Maintained
1375
CMBA
C.M. Bidwell & Associates
Hawaii
$3.54K -$67.7K 1 0% Reduced