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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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.8K $0 1 0% Maintained
1352
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$13.1K -$1.76K 2 0% Reduced
1353
LOIM
Liberty One Investment Management
Illinois
$13K -$656 1 0% Reduced
1354
RP
Raelipskie Partnership
Ontario, Canada
$12.9K $0 1 0.01% Maintained
1355
TCG
Transcendent Capital Group
Oklahoma
$12.9K -$16.8K 1 0.01% Reduced
1356
FNWA
Financial Network Wealth Advisors
Utah
$12.6K +$11.7K 2 0.01% New
1357
CA
Continuum Advisory
Idaho
$12.4K +$1.56K 2 0% Increased
1358
NSIM
North Star Investment Management
Illinois
$11.4K $0 3 0% Maintained
1359
PCWA
Pacific Capital Wealth Advisors
California
$11K +$10.7K 2 0% New
1360
GWSG
GPS Wealth Strategies Group
Colorado
$11K +$8.16K 2 0% Increased
1361
UWS
Unique Wealth Strategies
Illinois
$10.9K +$10.6K 1 0.01% New
1362
DF
Dunhill Financial
United Kingdom
$10.4K +$9.68K 1 0.01% New
1363
SHIM
Stone House Investment Management
Pennsylvania
$9.91K -$1.22K 1 0% Reduced
1364
GWSA
Global Wealth Strategies & Associates
Colorado
$9.67K $0 1 0% Maintained
1365
Larson Financial Group
Larson Financial Group
Missouri
$9.3K +$2.02K 6 0% Increased
1366
CAS
Coppell Advisory Solutions
Texas
$8.85K +$8.41K 2 0% New
1367
ANBT
American National Bank & Trust
Texas
$8.38K +$7.57K 1 0% New
1368
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.99K +$1.09K 1 0% Increased
1369
CYG
Clean Yield Group
Vermont
$7.93K $0 1 0% Maintained
1370
RIA
Realta Investment Advisors
Delaware
$7.74K -$35.9K 1 0% Reduced
1371
WAS
Winch Advisory Services
Wisconsin
$7.73K +$6.99K 1 0% New
1372
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$7.44K $0 4 0% Maintained
1373
NCM
Northwest Capital Management
Oregon
$7.21K +$282 1 0% Increased
1374
CHC
City Holding Co
West Virginia
$7.08K $0 1 0% Maintained
1375
GBT
Grove Bank & Trust
Florida
$6.94K $0 1 0% Maintained