← All themes Digital Payments & Fintech

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
1426	PWMG Private Wealth Management Group Princeton, New Jersey	$5.95K	$0	3	0%	Maintained
1427	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$5.34K	$0	1	0%	Maintained
1428	ECM Estabrook Capital Management New York	$4.95K	+$4.58K	1	0%	New
1429	BGAI Bruce G. Allen Investments Denver, Colorado	$4.74K	$0	2	0%	Maintained
1430	NL NVWM LLC Yardley, Pennsylvania	$4.72K	$0	1	0%	Maintained
1431	RTL Red Tortoise LLC Atlanta, Georgia	$4.63K	$0	2	0%	Maintained
1432	ME McIlrath & Eck Arlington, Washington	$4.56K	-$1.42K	2	0%	Reduced
1433	SIC SJS Investment Consulting Sylvania, Ohio	$4.55K	+$1.2K	4	0%	Increased
1434	T Tidemark San Diego, California	$4.49K	$0	1	0%	Maintained
1435	JPWM Jamison Private Wealth Management Milton, Georgia	$4.44K	-$73	1	0%	Reduced
1436	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.34K	-$58.9K	2	0%	Reduced
1437	SC Stephens Consulting Flint, Michigan	$3.93K	$0	1	0%	Maintained
1438	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$3.88K	+$542	3	0%	Increased
1439	PB Pinnacle Bancorp Beatrice, Nebraska	$3.7K	$0	1	0%	Maintained
1440	DFA DHJJ Financial Advisors Naperville, Illinois	$3.65K	+$2K	1	0%	Increased
1441	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3.6K	+$4.04K	1	0%	New
1442	IA IFS Advisors Overland Park, Kansas	$3.56K	$0	1	0%	Maintained
1443	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$3.56K	$0	1	0%	Maintained
1444	TIM Thompson Investment Management Madison, Wisconsin	$3.45K	$0	1	0%	Maintained
1445	CT Colonial Trust Spartanburg, South Carolina	$3.36K	+$3.55K	1	0%	New
1446	GBT Grove Bank & Trust Miami, Florida	$3.26K	-$3.73K	1	0%	Reduced
1447	BFS Burkett Financial Services Rock Hill, South Carolina	$3.09K	$0	1	0%	Maintained
1448	CMP Coston McIsaac & Partners Bar Harbor, Maine	$3K	$0	2	0%	Maintained
1449	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	1	0%	Maintained
1450	ATC Adirondack Trust Company Saratoga Springs, New York	$2.99K	$0	1	0%	Maintained