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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
$3.65K $0 1 0% Maintained
1552
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.65K $0 1 0% Maintained
1553
DFA
DHJJ Financial Advisors
Illinois
$3.6K $0 1 0% Maintained
1554
MMCM
Murphy & Mullick Capital Management
New York
$3.49K $0 1 0% Maintained
1555
BCM
Blume Capital Management
California
$3.48K +$4.02K 1 0% New
1556
PWA
Physician Wealth Advisors
Utah
$3.37K +$3.89K 3 0% New
1557
VWA
VSM Wealth Advisory
Maryland
$3.07K $0 1 0% Maintained
1558
VWM
Vermillion Wealth Management
Minnesota
$3.04K +$3.76K 1 0% New
1559
CMP
Coston McIsaac & Partners
Maine
$3K $0 1 0% Maintained
1560
VNA
Valley National Advisers
Pennsylvania
$3K +$3.72K 1 0% New
1561
CH
Cromwell Holdings
Wyoming
$2.96K +$3.35K 3 0% New
1562
ACA
American Capital Advisory
Idaho
$2.96K +$591 2 0% Increased
1563
S
Sachetta
Massachusetts
$2.94K -$901 1 0% Reduced
1564
PAM
Parvin Asset Management
South Dakota
$2.88K +$2.91K 1 0% New
1565
WTFG
Wood Tarver Financial Group
Idaho
$2.76K $0 1 0% Maintained
1566
RWM
Rialto Wealth Management
New York
$2.58K -$3.26K 2 0% Reduced
1567
GGI
Godsey & Gibb Inc
Virginia
$2.54K $0 1 0% Maintained
1568
BFS
Bare Financial Services
Pennsylvania
$2.46K +$2.56K 2 0% New
1569
FAM
Flaharty Asset Management
Florida
$2.33K +$2.88K 1 0% New
1570
NSG
Nalls Sherbakoff Group
Tennessee
$2.33K +$2.88K 1 0% New
1571
CFFP
Center for Financial Planning
Michigan
$2.33K $0 2 0% Maintained
1572
ACM
Accent Capital Management
Ohio
$2.23K +$2.58K 1 0% New
1573
BFS
Burkett Financial Services
South Carolina
$2.23K $0 1 0% Maintained
1574
WCM
WealthTrak Capital Management
Virginia
$2.23K +$941 4 0% Increased
1575
VWA
Valued Wealth Advisors
Utah
$2.2K +$700 1 0% Increased