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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
AAG
Armstrong Advisory Group
Massachusetts
$18.4K $0 1 0% Maintained
1377
SN
Sittner & Nelson
Oregon
$17.7K $0 1 0.01% Maintained
1378
PMFA
Plante Moran Financial Advisors
Michigan
$17.7K $0 1 0% Maintained
1379
SRCM
Signature Resources Capital Management
California
$17.7K $0 2 0.02% Maintained
1380
SS
Sunbelt Securities
Texas
$16.8K +$11.3K 3 0% Increased
1381
PC
Promethos Capital
Massachusetts
$16.5K $0 1 0.01% Maintained
1382
EC
Elequin Capital
New York
$16.5K +$15.2K 1 0% New
1383
CIM
Contravisory Investment Management
Massachusetts
$16K +$18K 1 0% New
1384
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$15.8K $0 2 0% Maintained
1385
OIA
Optimum Investment Advisors
Illinois
$15.8K $0 2 0.01% Maintained
1386
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.3K $0 1 0% Maintained
1387
AFWM
Abich Financial Wealth Management
Virginia
$15.3K -$107K 2 0.03% Reduced
1388
FNWA
Financial Network Wealth Advisors
Utah
$15.1K +$618 3 0.01% Increased
1389
CFD
Creative Financial Designs
Indiana
$15K +$120 2 0% Increased
1390
HM Payson & Co
HM Payson & Co
Maine
$13.6K +$9.34K 3 0% Increased
1391
GWSG
GPS Wealth Strategies Group
Colorado
$13.2K $0 2 0% Maintained
1392
SSG
Summit Securities Group
New York
$13K -$97.5K 1 0% Reduced
1393
TWD
True Wealth Design
Ohio
$12.9K +$13K 4 0.01% New
1394
SHIM
Stone House Investment Management
Pennsylvania
$12.9K +$1.05K 2 0% Increased
1395
PPC
Park Place Capital
Alabama
$12.6K +$12.4K 1 0% New
1396
WWP
WR Wealth Planners
Missouri
$12.2K +$11.3K 1 0% New
1397
NSIM
North Star Investment Management
Illinois
$11.3K $0 3 0% Maintained
1398
IAS
IMA Advisory Services
Colorado
$11.2K +$10.4K 1 0% New
1399
MCF Advisors
MCF Advisors
Kentucky
$11K +$7.27K 1 0% Increased
1400
DIP
DT Investment Partners
Pennsylvania
$10.9K +$12.2K 1 0% New