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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
1376
GWSG
GPS Wealth Strategies Group
Colorado
$3.27K -$8.33K 1 0% Reduced
1377
CTWM
Cherry Tree Wealth Management
Minnesota
$3.12K +$3.39K 1 0% New
1378
PPC
Park Place Capital
Alabama
$3.04K $0 1 0% Maintained
1379
ADL
Asset Dedication LLC
California
$3K $0 1 0% Maintained
1380
CMP
Coston McIsaac & Partners
Maine
$3K $0 2 0% Maintained
1381
TFGT
TS Financial Group (TSFG)
Illinois
$3K -$3K 1 0% Reduced
1382
MCF Advisors
MCF Advisors
Kentucky
$2.93K +$3.19K 1 0% New
1383
CPG
Cornerstone Planning Group
New Jersey
$2.89K +$1.32K 2 0% Increased
1384
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.8K $0 1 0% Maintained
1385
SA
Scarborough Advisors
Maryland
$2.7K $0 1 0% Maintained
1386
DPW
DiNuzzo Private Wealth
Pennsylvania
$2.63K -$345K 2 0% Reduced
1387
WCM
Westend Capital Management
California
$2.6K +$2.34K 1 0% New
1388
BFS
Burkett Financial Services
South Carolina
$2.46K $0 1 0% Maintained
1389
FGAM
Financial Gravity Asset Management
Texas
$2.42K -$1.69K 2 0% Reduced
1390
DWA
Delos Wealth Advisors
Texas
$2.42K +$1.35K 2 0% Increased
1391
SouthState Corp
SouthState Corp
Florida
$2.35K $0 1 0% Maintained
1392
DFA
DHJJ Financial Advisors
Illinois
$2.34K -$877 1 0% Reduced
1393
CAM
Chesapeake Asset Management
New York
$2.31K $0 1 0% Maintained
1394
TD Private Client Wealth
TD Private Client Wealth
New York
$2.24K -$10.3K 1 0% Reduced
1395
IGWM
ICA Group Wealth Management
Colorado
$2.24K +$2.3K 2 0% New
1396
VL
Vima LLC
Michigan
$2.02K $0 1 0% Maintained
1397
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K $0 1 0% Maintained
1398
FMP
Financial Management Professionals
Texas
$2K +$664 2 0% Increased
1399
BHWM
Beaird Harris Wealth Management
Texas
$1.71K $0 1 0% Maintained
1400
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.66K $0 1 0% Maintained