← 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
1476
TPWA
Twin Peaks Wealth Advisors
California
$59.1K +$48K 7 0.02% New
1477
AWM
Ariadne Wealth Management
California
$57.8K +$56.5K 1 0.03% New
1478
WCM
Winthrop Capital Management
Indiana
$56K $0 3 0.01% Maintained
1479
MCF Advisors
MCF Advisors
Kentucky
$55.9K $0 1 0% Maintained
1480
BWM
Bullock Wealth Management
Indiana
$54.7K $0 1 0.03% Maintained
1481
CFFP
Center for Financial Planning
Michigan
$53.8K +$44.2K 2 0.01% Increased
1482
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$53.2K $0 2 0.01% Maintained
1483
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$52.6K +$7.8K 4 0.01% Increased
1484
GBT
Grove Bank & Trust
Florida
$51.1K -$11.4K 3 0.01% Reduced
1485
TD Private Client Wealth
TD Private Client Wealth
New York
$49.7K +$17K 3 0% Increased
1486
AAG
Armstrong Advisory Group
Massachusetts
$49.6K +$20.1K 2 0% Increased
1487
SWP
Strategic Wealth Partners
Ohio
$48.6K +$36.5K 2 0% New
1488
FA
Financial Avengers
California
$48.1K -$10.4K 1 0.02% Reduced
1489
AIC
Archer Investment Corporation
Indiana
$47.1K $0 2 0.01% Maintained
1490
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$46K $0 2 0% Maintained
1491
CB
CNB Bank
Pennsylvania
$45.5K $0 1 0.02% Maintained
1492
DMBA
Deseret Mutual Benefit Administrators
Utah
$45K $0 1 0.02% Maintained
1493
IWP
IAG Wealth Partners
Wisconsin
$44.8K -$844 1 0.01% Reduced
1494
MMCM
Murphy & Mullick Capital Management
New York
$44.1K +$23.6K 2 0.04% Increased
1495
HBW
Hazlett, Burt & Watson
West Virginia
$43K +$788 2 0.02% Increased
1496
NC
NewSquare Capital
Pennsylvania
$42.9K -$26.5K 3 0% Reduced
1497
PSB
Piscataqua Savings Bank
New Hampshire
$41.2K $0 1 0.03% Maintained
1498
OP
ORG Partners
Indiana
$39.4K +$27.7K 2 0.01% Increased
1499
EL
EWA LLC
Pennsylvania
$38.1K -$200 1 0.01% Reduced
1500
CAL
Capital Advisors Ltd
Ohio
$37K +$864 3 0% Increased