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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
TAM
Tucker Asset Management
Colorado
$10.6K +$4.13K 1 0% Increased
1402
GWSA
Global Wealth Strategies & Associates
Colorado
$10.2K $0 1 0% Maintained
1403
NIC
Northwest Investment Counselors
Oregon
$9.43K +$8.72K 1 0% New
1404
FWM
Focused Wealth Management
New York
$9.38K +$8.68K 1 0% New
1405
TCM
TruNorth Capital Management
Michigan
$8.9K +$10K 1 0% New
1406
MIM
Macroview Investment Management
Maryland
$8.76K +$8.18K 1 0.01% New
1407
NCM
Northwest Capital Management
Oregon
$8.57K $0 1 0% Maintained
1408
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$8.3K +$400 4 0% Increased
1409
IRC
Investors Research Corp
Georgia
$8.29K -$258 3 0% Reduced
1410
RCM
Raleigh Capital Management
North Carolina
$8.22K +$5.47K 2 0% Increased
1411
WAS
Winch Advisory Services
Wisconsin
$8.19K $0 1 0% Maintained
1412
Wolverine Asset Management
Wolverine Asset Management
Illinois
$8.06K $0 1 0% Maintained
1413
TCOV
Trust Company of Vermont
Vermont
$7.89K +$8.25K 2 0% New
1414
BTC
Bank & Trust Company
Illinois
$7.86K $0 1 0.01% Maintained
1415
PCMC
Planning Capital Management Corporation
Pennsylvania
$7.47K +$6.91K 1 0% New
1416
CAM
Creekmur Asset Management
Illinois
$7.43K -$19K 4 0% Reduced
1417
CHC
City Holding Co
West Virginia
$7.36K $0 1 0% Maintained
1418
MCM
Manchester Capital Management
Vermont
$7.23K +$1.02K 2 0% Increased
1419
CYG
Clean Yield Group
Vermont
$7.12K $0 1 0% Maintained
1420
PSB
Piscataqua Savings Bank
New Hampshire
$6.83K -$26.9K 1 0.01% Reduced
1421
HWM
HighMark Wealth Management
Minnesota
$6.33K -$13K 1 0% Reduced
1422
BLC
Brown, Lisle/Cummings
Rhode Island
$6.29K $0 1 0% Maintained
1423
CCC
Chelsea Counsel Company
California
$6.29K $0 1 0% Maintained
1424
AWM
Abound Wealth Management
Tennessee
$6.29K +$628 4 0% Increased
1425
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$6.27K -$342 1 0% Reduced