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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
1526
SRCM
Signature Resources Capital Management
California
$24.4K $0 1 0.01% Maintained
1527
GSWM
Golden State Wealth Management
California
$24.3K -$1.92K 4 0% Reduced
1528
AP
Aspect Partners
Virginia
$24.2K +$13.4K 2 0.01% Increased
1529
SIS
Strategic Investment Solutions
Illinois
$23.9K -$54.3K 2 0.01% Reduced
1530
FMP
Financial Management Professionals
Texas
$23.4K +$19.1K 2 0% Increased
1531
HIA
Harbor Investment Advisory
Maryland
$22.8K +$19.9K 1 0% New
1532
AWM
Abound Wealth Management
Tennessee
$22.3K +$9.69K 5 0.01% Increased
1533
RA
Rise Advisors
New York
$22.3K -$2.52K 4 0.01% Reduced
1534
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$22K +$685 4 0% Increased
1535
MSFP
Mark Sheptoff Financial Planning
Connecticut
$21.2K -$3.96K 2 0.01% Reduced
1536
HWM
HighMark Wealth Management
Minnesota
$21.1K +$686 1 0.01% Increased
1537
CX Institutional
CX Institutional
Indiana
$21K $0 1 0% Maintained
1538
LAM
LOM Asset Management
$21K +$18K 1 0.01% New
1539
BI
Binnacle Investments
Iowa
$20.7K +$3.88K 4 0.01% Increased
1540
IAS
IMA Advisory Services
Colorado
$20.4K +$264 2 0% Increased
1541
SN
Sittner & Nelson
Oregon
$20.3K $0 2 0.01% Maintained
1542
PWAM
Private Wealth Asset Management
Iowa
$20.1K +$16.6K 3 0% Increased
1543
PMFA
Plante Moran Financial Advisors
Michigan
$19.4K -$758 1 0% Reduced
1544
CFD
Creative Financial Designs
Indiana
$18.6K -$2.57K 3 0% Reduced
1545
BTC
Bank & Trust Company
Illinois
$18.2K $0 1 0.01% Maintained
1546
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$18.2K +$13.2K 1 0% New
1547
MTC
Matrix Trust Company
Colorado
$18K +$13K 1 0% New
1548
SWIM
Smallwood Wealth Investment Management
New Jersey
$17.2K +$264 1 0.01% Increased
1549
NSIM
North Star Investment Management
Illinois
$17.1K $0 3 0% Maintained
1550
CWP
Clark Wealth Partners
Illinois
$16.7K $0 1 0.01% Maintained