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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
1501
CP
Castleview Partners
Texas
$11.3K +$10.4K 1 0.01% New
1502
DIP
DT Investment Partners
Pennsylvania
$11K $0 1 0% Maintained
1503
IFG Advisory
IFG Advisory
Georgia
$11K +$146K 1 0% New
1504
ME
McIlrath & Eck
Washington
$10.8K +$6.56K 3 0% Increased
1505
RP
Raelipskie Partnership
Ontario, Canada
$10.4K -$7.86K 1 0.01% Reduced
1506
T
Tidemark
California
$10.3K +$1.3K 1 0% Increased
1507
RCA
Runnymede Capital Advisors
Ohio
$9.94K +$10K 1 0.01% New
1508
ECM
Estabrook Capital Management
New York
$9.7K $0 1 0% Maintained
1509
PPC
Park Place Capital
Alabama
$9.54K $0 1 0% Maintained
1510
AP
Advisors Preferred
Maryland
$9.5K -$14.1K 1 0% Reduced
1511
AWM
Abound Wealth Management
Tennessee
$9.31K +$3.09K 4 0% Increased
1512
NL
NVWM LLC
Pennsylvania
$9.24K $0 1 0% Maintained
1513
CPG
Cornerstone Planning Group
New Jersey
$9.08K -$33.8K 2 0% Reduced
1514
FDW
Fourth Dimension Wealth
Ohio
$8.47K +$7.14K 1 0% New
1515
Belvedere Trading
Belvedere Trading
Illinois
$8.36K +$7.44K 1 0% New
1516
GWSA
Global Wealth Strategies & Associates
Colorado
$8.32K +$468 2 0% Increased
1517
CHC
City Holding Co
West Virginia
$7.87K $0 1 0% Maintained
1518
PSFG
Park Square Financial Group
Georgia
$7.82K +$8.18K 1 0.01% New
1519
CWM
Compass Wealth Management
Connecticut
$7.51K +$9.64K 1 0% New
1520
PWMG
Private Wealth Management Group
New Jersey
$7.41K +$73 3 0% Increased
1521
GA
GoalVest Advisory
New York
$7.41K +$6.25K 1 0% New
1522
CYG
Clean Yield Group
Vermont
$7.2K $0 1 0% Maintained
1523
CCC
Chelsea Counsel Company
California
$6.99K $0 1 0% Maintained
1524
RTL
Red Tortoise LLC
Georgia
$6.91K $0 2 0% Maintained
1525
MCM
Manchester Capital Management
Vermont
$6.52K -$572 2 0% Reduced