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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
1401
JFA
JNBA Financial Advisors
Minnesota
$4.24K +$3.94K 1 0% New
1402
PB
Pinnacle Bancorp
Nebraska
$4.13K $0 1 0% Maintained
1403
S
Sachetta
Massachusetts
$4.03K +$2.38K 2 0% Increased
1404
FMP
Financial Management Professionals
Texas
$4K +$1.74K 2 0% Increased
1405
IA
IFS Advisors
Kansas
$3.97K $0 1 0% Maintained
1406
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.97K $0 1 0% Maintained
1407
NL
NVWM LLC
Pennsylvania
$3.97K $0 1 0% Maintained
1408
TIM
Thompson Investment Management
Wisconsin
$3.85K $0 1 0% Maintained
1409
RTL
Red Tortoise LLC
Georgia
$3.82K $0 2 0% Maintained
1410
JPWM
Jamison Private Wealth Management
Georgia
$3.8K $0 1 0% Maintained
1411
T
Tidemark
California
$3.77K $0 1 0% Maintained
1412
SIC
SJS Investment Consulting
Ohio
$3.48K -$428 3 0% Reduced
1413
DPW
DiNuzzo Private Wealth
Pennsylvania
$3.43K +$823 3 0% Increased
1414
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$3.31K $0 1 0% Maintained
1415
SC
Stephens Consulting
Michigan
$3.31K $0 1 0% Maintained
1416
SA
Scarborough Advisors
Maryland
$3.17K +$312 2 0% Increased
1417
CMP
Coston McIsaac & Partners
Maine
$3K $0 2 0% Maintained
1418
CPG
Cornerstone Planning Group
New Jersey
$2.94K $0 2 0% Maintained
1419
TWP
Triad Wealth Partners
Kansas
$2.94K +$2.93K 2 0% New
1420
CWC
Carolinas Wealth Consulting
North Carolina
$2.88K -$365K 1 0% Reduced
1421
HWP
Highline Wealth Partners
California
$2.76K +$2.49K 1 0% New
1422
MCF Advisors
MCF Advisors
Kentucky
$2.65K $0 1 0% Maintained
1423
BFA
BBJS Financial Advisors
Washington
$2.64K -$11.3K 1 0% Reduced
1424
WCM
Westend Capital Management
California
$2.51K $0 1 0% Maintained
1425
BFS
Burkett Financial Services
South Carolina
$2.5K $0 1 0% Maintained