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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
1451
WFA
West Financial Advisors
Iowa
$324 $0 1 0% Maintained
1452
WOSD
WFA of San Diego
California
$323 +$291 1 0% New
1453
WPA
West Paces Advisors
Georgia
$297 $0 1 0% Maintained
1454
RAM
Riggs Asset Management
Pennsylvania
$265 +$282 1 0% New
1455
RFG
REAP Financial Group
Texas
$264 -$282 1 0% Reduced
1456
CWP
Concord Wealth Partners
Virginia
$238 $0 1 0% Maintained
1457
JWM
Janiczek Wealth Management
Colorado
$199 $0 1 0% Maintained
1458
FFA
Frazier Financial Advisors
Ohio
$179 $0 1 0% Maintained
1459
TFF
The Family Firm
Maryland
$159 +$169 1 0% New
1460
KFI
Key Financial Inc
Pennsylvania
$85 $0 1 0% Maintained
1461
SJIM
St. Johns Investment Management
Florida
$79 $0 1 0% Maintained
1462
WIA
Wetzel Investment Advisors
Indiana
$73 -$7.94K 1 0% Reduced
1463
VAMG
Voisard Asset Management Group
Michigan
$68 -$1.03K 1 0% Reduced
1464
BCH
Berkshire Capital Holdings
California
$66 $0 1 0% Maintained
1465
EAM
Eukles Asset Management
Ohio
$66 $0 1 0% Maintained
1466
CP
Camelot Portfolios
Ohio
$28 +$53 1 0% New
1467
Achmea Investment Management
Achmea Investment Management
Netherlands
$0 -$3.17M 0 – Closed
1468
ACM
ADAR1 Capital Management
Texas
$0 -$13.5K 0 – Closed
1469
ARC
Advisor Resource Council
Texas
$0 -$137K 0 – Closed
1470
ASM
AI-Squared Management
Hong Kong
$0 -$1.03M 0 – Closed
1471
ADIM
Alpha DNA Investment Management
Maryland
$0 -$1.07M 0 – Closed
1472
ACM
Alua Capital Management
New York
$0 -$35M 0 – Closed
1473
AIG
American International Group
New York
$0 -$19.4M 0 – Closed
1474
AIC
Anthracite Investment Company
Texas
$0 -$2.1M 0 – Closed
1475
ARGA Investment Management
ARGA Investment Management
Connecticut
$0 -$548K 0 – Closed