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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
1551
IA
IFS Advisors
Kansas
$3.6K $0 1 0% Maintained
1552
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.6K $0 1 0% Maintained
1553
DFA
DHJJ Financial Advisors
Illinois
$3.55K -$145 1 0% Reduced
1554
CWP
Concord Wealth Partners
Virginia
$3.35K +$1.3K 2 0% Increased
1555
ACA
American Capital Advisory
Idaho
$3.23K $0 1 0% Maintained
1556
GCS
Gordian Capital (Singapore)
Singapore
$3.13K +$2.6K 1 0% New
1557
VWA
VSM Wealth Advisory
Maryland
$3.11K +$3.99K 1 0% New
1558
CMP
Coston McIsaac & Partners
Maine
$3K $0 2 0% Maintained
1559
BFS
Burkett Financial Services
South Carolina
$2.81K $0 1 0% Maintained
1560
CFFP
Center for Financial Planning
Michigan
$2.8K +$1.31K 2 0% Increased
1561
SSG
Summit Securities Group
New York
$2.6K -$9.55K 1 0% Reduced
1562
GGI
Godsey & Gibb Inc
Virginia
$2.53K $0 1 0% Maintained
1563
CSWM
Cassady Schiller Wealth Management
Ohio
$2.44K +$2.27K 2 0% New
1564
CIA
Cape Investment Advisory
Georgia
$2.27K $0 2 0% Maintained
1565
RFG
REAP Financial Group
Texas
$2.23K +$1.47K 2 0% Increased
1566
RDFA
Ritter Daniher Financial Advisory
Ohio
$2.07K $0 1 0% Maintained
1567
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K $0 1 0% Maintained
1568
HBW
Hazlett, Burt & Watson
West Virginia
$2K $0 1 0% Maintained
1569
WTFG
Wood Tarver Financial Group
Idaho
$2K +$3.13K 1 0% New
1570
IRC
Investors Research Corp
Georgia
$1.94K -$6.57K 2 0% Reduced
1571
DWA
Delos Wealth Advisors
Texas
$1.93K $0 1 0% Maintained
1572
SAM
Synergy Asset Management
Washington
$1.76K +$2.91K 1 0% New
1573
DRP
Decker Retirement Planning
Utah
$1.73K +$1.74K 1 0% New
1574
WCM
WealthTrak Capital Management
Virginia
$1.65K +$1.54K 3 0% New
1575
SWM
Sanctuary Wealth Management
Idaho
$1.57K +$559 1 0% Increased