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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
DIP
DT Investment Partners
Pennsylvania
$11.2K $0 1 0% Maintained
1502
SWIM
Smallwood Wealth Investment Management
New Jersey
$10.8K +$13.3K 1 0.01% New
1503
ME
McIlrath & Eck
Washington
$10.6K $0 3 0% Maintained
1504
RP
Raelipskie Partnership
Ontario, Canada
$10.2K $0 1 0.01% Maintained
1505
CT
Colonial Trust
South Carolina
$10.2K -$3.9K 4 0% Reduced
1506
CWM
CarsonAllaria Wealth Management
Illinois
$10.1K $0 1 0.01% Maintained
1507
RCA
Runnymede Capital Advisors
Ohio
$10.1K $0 1 0.01% Maintained
1508
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$9.29K +$1.09K 1 0% Increased
1509
IRAG
Investment Research & Advisory Group
Georgia
$9.17K -$34.2K 2 0% Reduced
1510
SIS
Sound Income Strategies
Florida
$7.8K -$38.5K 1 0% Reduced
1511
GWSA
Global Wealth Strategies & Associates
Colorado
$7.68K -$554 1 0% Reduced
1512
AWM
Abound Wealth Management
Tennessee
$7.6K -$1.51K 5 0% Reduced
1513
GCS
Gordian Capital (Singapore)
Singapore
$7.58K +$6.34K 1 0% Increased
1514
ECM
Estabrook Capital Management
New York
$7.33K $0 1 0% Maintained
1515
CYG
Clean Yield Group
Vermont
$7.29K $0 1 0% Maintained
1516
CA
Continuum Advisory
Idaho
$7.28K -$1.96K 1 0% Reduced
1517
PSFG
Park Square Financial Group
Georgia
$7.23K $0 1 0.01% Maintained
1518
WOC
West Oak Capital
California
$7.1K -$16.5K 2 0% Reduced
1519
FF
Finley Financial
Nevada
$7.07K $0 1 0% Maintained
1520
OAJ
Ogorek Anthony Joseph
New York
$7K +$7.15K 1 0% New
1521
AWM
AllSquare Wealth Management
New York
$6.98K +$4.32K 1 0% Increased
1522
GWP
Gen-Wealth Partners
Michigan
$6.98K +$8.65K 1 0% New
1523
NL
NVWM LLC
Pennsylvania
$6.98K $0 1 0% Maintained
1524
NCM
Northwest Capital Management
Oregon
$6.86K -$7.21K 1 0% Reduced
1525
CSPIA
Cary Street Partners Investment Advisory
Virginia
$6.82K +$8.45K 1 0% New