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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
PP
PFS Partners
New Jersey
$27.6K $0 2 0.02% Maintained
1352
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$27.4K +$5.07K 4 0.01% Increased
1353
HWA
HHM Wealth Advisors
Tennessee
$27.1K $0 1 0% Maintained
1354
PP
PrairieView Partners
Minnesota
$27K $0 2 0% Maintained
1355
KSWA
Kathleen S. Wright Associates
Pennsylvania
$26.8K +$28K 1 0.01% New
1356
SSB
Sandy Spring Bank
Maryland
$26.7K -$5.2K 1 0% Reduced
1357
PWA
Provenance Wealth Advisors
Florida
$26.4K $0 2 0% Maintained
1358
Twin Tree Management
Twin Tree Management
Texas
$26.3K +$24.5K 2 0% Increased
1359
PFG
Prosperity Financial Group
California
$25.2K +$23.3K 1 0.01% New
1360
GCM
Gladius Capital Management
Illinois
$25.1K -$10.5K 1 0% Reduced
1361
DF
DecisionPoint Financial
Arizona
$24.5K $0 2 0.01% Maintained
1362
BIA
Bell Investment Advisors
California
$24K +$1.41K 6 0% Increased
1363
HCM
Hollencrest Capital Management
California
$24K -$8.87K 2 0% Reduced
1364
BONH
Bank of New Hampshire
New Hampshire
$23.6K $0 1 0.01% Maintained
1365
SIS
Strategic Investment Solutions
Illinois
$23.2K +$11.3K 2 0.01% Increased
1366
ABWM
Alpine Bank Wealth Management
Colorado
$22.2K +$21.9K 1 0% New
1367
CJL
Cyrus J. Lawrence
New York
$22K $0 1 0% Maintained
1368
CA
Continuum Advisory
Idaho
$21.6K +$6.07K 4 0% Increased
1369
RP
Raelipskie Partnership
Ontario, Canada
$21.5K +$7.27K 2 0.01% Increased
1370
AIC
Archer Investment Corporation
Indiana
$21.2K $0 3 0.01% Maintained
1371
TD Private Client Wealth
TD Private Client Wealth
New York
$20.6K +$13.1K 2 0% Increased
1372
LIS
Legacy Investment Solutions
Idaho
$20.3K +$10.9K 1 0.01% New
1373
LWMI
Legacy Wealth Management (Idaho)
Idaho
$20.3K +$10.9K 1 0.01% New
1374
CAL
Capital Advisors Ltd
Ohio
$19K +$258 4 0% Increased
1375
ADL
Asset Dedication LLC
California
$18.9K -$11.9K 2 0% Reduced